At a Glance
  • 20 national offices with locations in LA, New York, and DC Markets
  • ~ 300 associates; 160+ financial advisors
  • One of the highest payouts in the industry for W-2, Independent and Hybrid FAs
  • Clearing and execution services through First Clearing/Wells Fargo Clearing Services, LLC
  • B. Riley Wealth Management is a wholly-owned subsidiary of B. Riley Financial, Inc (NASDAQ: RILY)

BRiley Logo

ADVISOR OFFERINGS

Boutique Culture, Powerhouse Infrastructure: B. Riley’s boutique firm culture thrives alongside a nationally competitive platform. Financial advisors have resources that aren’t readily available at smaller firms with the ability to maintain entrepreneurial flexibility that large firms don’t offer. Through our affiliate B. Riley FBR, wealth managers have direct access to issuers and industry experts such as hedge fund managers, award-winning research analysts, investment bankers, and a diverse suite of investment products that smaller firms cannot provide.

Competitive Payouts: BRWM offers a 50%+ payout, which is one of the highest payouts currently in market.

Autonomy: Advisors can grow their businesses measurably while maintaining their own autonomy, entrepreneurial vision and client focus.

 

Expanded Resources + A Comprehensive Financial Services Platform Through B. Riley Financial 

  • National reach with offices in major markets
  • Customizable, proprietary investment solutions
  • First Clearing through Wells Fargo
  • BRWM advisors can share access to award-winning proprietary research, specialized investment banking platforms and capital market services through our affiliate, B. Riley FBR
  • Access to unique networking opportunities through B. Riley Financial national events and conferences
  • Extensive network of experienced professionals throughout B. Riley Financial

 

 

B. Riley Opportuities

B. Riley Financial News

2020

March 16, 2020

Talking Points: Coronavirus – Federal Reserve Cuts Rates to 0%!

March 10, 2020

Guiding Clients Through the SECURE Act: What Financial Advisors Need to Know

March 9, 2020

Advisor Talking Points: Oil + Coronavirus, Another Bad Day on Wall Street

March 3, 2020

B. Riley Financial Reports Results for Fourth Quarter and Full Year 2019 and Increases Quarterly Dividend

February 25, 2020
Opinion: How Will the Coronavirus Affect the Stock Market?

A Profile on Success: Michael McCall, B. Riley Wealth Management Financial Advisor

February 24, 2020

B. Riley Wealth Management Expands Greater Philadelphia Presence with Addition of Experienced Advisor Group

February 5, 2020

Get to Know Paul Dietrich, Chief Investment Strategist, B. Riley Wealth Management

February 4, 2020

Riley Financial Announces Addition of Veteran Real Estate Turnaround Professional, Michael Jerbich

Jerbich to Lead New Business Focused on Advising on and Executing Strategies to Maximize Distressed Real Estate Values

 

2019

December 3, 2019

B. Riley Wealth Management Appoints Paul Dietrich as Chief Investment Strategist

November 4, 2019

B. Riley Wealth Management End-of-the-Year Financial “To Do” List

November 1, 2019

Barneys New York to Begin Store Closing Sales Soon

October 30, 2019

B. Riley Financial Reports Record Results for the Third Quarter of 2019

October 30, 2019

B. Riley Financial Establishes Brand Investment Portfolio

Tuesday, Oct. 15, 2019

B. Riley Financial Declares Cash Dividend on 6.875% Series A Preferred Stock

Friday, Oct. 11, 2019

B. Riley Financial Announces Closing of Full Exercise of Over-Allotment Option for Depositary Shares Offering Depositary Shares Represent an Interest in 6.875% Series A Cumulative Perpetual Preferred Stock

October 7, 2019

B. Riley Financial Closes Depositary Shares Offering
Depositary Shares Represent an Interest in 6.875% Series A Cumulative Perpetual Preferred Stock

October 2, 2019

B. Riley Financial Prices $50 Million Offering of Depositary Shares Depositary Shares Represent an Interest in 6.875% Series A Cumulative Perpetual Preferred Stock

B. Riley Financial Announces Offering of Depositary Shares and Series A Cumulative Perpetual Preferred Stock

B. Riley Wealth Management Q&A Series: John Wade and Aaron Fiske, Financial Advisors, Nashville

September 23, 2019

B. Riley Financial Closes Offering of $115 Million Senior Notes due 2026 including Full Exercise of Overallotment Option

September 18, 2019

B. Riley Financial Announces Pricing of $100 Million Offering of Senior Notes due 2026

September 18, 2019

B. Riley Financial Announces Offering of $50 Million Senior Notes Due 2026 and “BBB+” Rating from Egan-Jones

September 16, 2019

B. Riley Adds Oilfield Services Veteran Jon Donnel as Managing Director with Great American Group Advisory & Valuation Services

September 18, 2019

B. Riley Financial Advisor Q&A Series: David Gurievsky, Independent Financial Advisor

September 12, 2019

B. Riley Financial Appoints Dan Shribman as Chief Investment Officer

September 4, 2019

B. Riley Financial Raises Guidance for Full Year 2019

September 3, 2019

B. Riley Serves as Exclusive Sell-Side Advisor to PCM on its $581 Million Sale to Insight Enterprises

August 16, 2019

Financial Advisor Q&A Series: Craig Lodge, Financial Advisor, Nashville, TN

August 14, 2019

B. Riley Wealth Management Appoints Chuck Hastings as President

August 13, 2019

B. Riley Wealth Management Adds Industry Veteran Thomas Powers to Support Growing Independent Advisor Channel

August 8, 2019

B. Riley Wealth Management Q&A Series: Michael Crossley and Carson Buell, Financial Advisors, Dallas, Texas

August 6, 2019

Barneys New York Secures Approximately $218 Million in New Financing from Brigade Capital Management and B. Riley Financial Following a Competition to Provide Fresh Capital

August 2, 2019

B. Riley Wealth Management Q&A Series: Tyler Berry, Financial Advisor, Nashville

August 1, 2019

B. Riley Financial Announces Record Results for Second Quarter 2019 and Increases Quarterly Cash Dividend

July 25, 2019

B. Riley Financial Appoints Former U.S. Representative Mimi Walters to its Board of Directors

B. Riley Wealth Management Q&A Series: Monte Henry, Financial Advisor, New York

July 22, 2019

Business Growth Tactics for Financial Advisors

July 16, 2019

Seven Questions with Tony Sirianni: Craig Pirtle, Managing Director, B. Riley Wealth Management

July 12, 2019

B. Riley Wealth Management Adds Dan Burges as Vice President in Dallas Branch

June 3, 2019

B. Riley Wealth Management Expands with New Pennsylvania Branch, Adds Two Industry Veterans with $181 Million Assets Under Management

May 22, 2019

B. Riley Financial Announces Warrant Repurchase Agreement

May 21, 2019

B. Riley Financial Announces Agreement to Sell Broadsmart

May 13, 2019

B. Riley Makes Significant Wealth Management Advisor and Investment Banking Hires in Houston

May 7, 2019

B. Riley Financial Closes $100 Million Senior Notes Offering including Full Exercise of Over-allotment Option

May 2, 2019

B. Riley Financial Announces Pricing of Senior Notes Offering

May 2, 2019

B. Riley Financial Announces Offering of $50 Million Senior Notes Due 2024 and “BBB+” Rating from Egan-Jones

May 1, 2019

B. Riley Financial Reports First Quarter 2019 Financial Results

April 25, 2019

B. Riley Financial Sets First Quarter 2019 Earnings Call for Wednesday, May 1 at 4:30 p.m. ET

April 2, 2019

B. Riley Financial Names Jon Merriman Senior Managing Director, Chief Business Officer

March 28, 2019

B. Riley Financial Subsidiaries, B. Riley FBR and GlassRatner, Win Deal of the Year Awards at M&A Advisor’s 13th Annual Turnaround Awards

March 14, 2019

B. Riley Financial Releases Statement Regarding Rent-A-Center Merger Agreement

March 5, 2019

B. Riley Financial Reports Fourth Quarter and Full Year 2018 Financial Results

Feb 27, 2019

B. Riley Financial Sets Fourth Quarter and Full Year 2018 Earnings Call for March 5 at 4:30 p.m. ET

Jan. 28, 2019

B. Riley Financial Reports Fourth Quarter and Full Year 2018 Preliminary Financial Results

 

Paul Dietrich in the News

Paul-Dietrich-Fox-Business-Bloomberg

Will Bloomberg’s resurfaced farmer comments hurt his campaign?
Fox Business “Cavuto: Coast to Coast”
Feb. 17, 2020– 5:21 – Independent Women’s Forum’s Patrice Lee Onwuka, B. Riley Wealth Management’s Paul Dietrich and Geltrude & Company founder Dan Geltrude say former New York City Mayor Michael Bloomberg will have a difficult time climbing the ranks after his offensive remarks on farmers resurfaced.

 

Paul-DietrichHighlight: “Bloomberg has a real shot” at becoming the Democratic nominee, @BRileyWealth’s Paul Dietrich says. “He’s the only Democrat that could get the whole Democratic Party, and a substantial portion of moderate Democrats.”

 

Is local or federal government responsible for solving homelessness crisis?
Fox Business “Cavuto: Coast to Coast”
Dec. 31, 2019 – 2:41 – U.S. Secretary of Housing and Urban Development Ben Carson told FOX Business it is up to local governments to fix homelessness in their communities. A panel, including RealClearPolitics White House report Philip Wegmann, RealClearPolitics contributor Anneke Green and B. Riley Wealth Management chief investment strategist Paul Dietrich, weigh in.

Why are teens drinking less?
Fox Business “Cavuto: Coast to Coast”
Dec. 31, 2019 – 4:27 – RealClearPolitics White House report Philip Wegmann, RealClearPolitics contributor Anneke Green and B. Riley Wealth Management chief investment strategist Paul Dietrich discuss younger people drinking less and wonder if it is because this generation is more ‘risk averse.’