B. Riley Wealth Management

Overview

Riley Wealth Management provides advisory services to individuals, high-net-worth clients, pension plans, charities, and other clients. Its services include financial planning, portfolio management, pension consulting, and selecting other advisers. Its multi-family office offering serves business leaders, entrepreneurs, and affluent families, and includes investment strategy, portfolio construction, and coordination of estate and trust services. The firm is registered with the SEC as an investment adviser and reported $4.2B in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and pension plans.

Services

• Financial planning
• Portfolio management for individuals and small businesses
• Institutional portfolio management
• Pension consulting
• Selecting other advisers
• Educational seminars
• Estate and trust services coordination

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (institutions)
• Pension consulting
• Selecting other advisers
• Educational seminars

Location

See more firms in California and Los Angeles.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 115927), filed 03/31/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.