About B. Riley Wealth
B. Riley Wealth is a Financial Services company based in Memphis (United States). A wealth management platform is offered by B. Riley Wealth. It operates on a Professional Services model. B. Riley Wealth has completed 1 acquisition, including Dominick & Dominick. B. Riley Wealth offers products and services including Wealth Management, Investment Solutions, and Tax Services. Its focus areas include Financials, Wealth Management and Personal Finance. Its legal entity is NATIONAL HOLDINGS CORP. Similar companies include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed similar companies have raised funding.
Company details
A comprehensive wealth management platform is provided by B. Riley Wealth, catering to individuals, families, businesses, and non-profit organizations. Financial planning, investment management, insurance, and tax preparation services are included in the offerings. Consultative advice is shared by financial professionals to develop customized strategies aligned with client goals. Access to capital market products and equity research through B. Riley Securities is also provided. A broad range of financial needs is addressed through a structured three-step approach involving client assessment, strategy creation, and progress monitoring.
- Headquarters Memphis, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website brileywealth.com
- Social LinkedIn X Facebook
- Legal Name National Holdings Corp
- Investments & Acquisitions
Products & Services of B. Riley Wealth
B. Riley Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Investment Solutions, and Tax Services.
Comprehensive wealth plans are tailored for individual clients.
Investment strategies are developed for client financial goals.
Tax preparation services are provided to diverse clients.
Investments & Acquisitions by B. Riley Wealth
B. Riley Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Dominick & Dominick.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided by Dominick & Dominick. | dominickanddominick.com | New York, United States | 1992 | Oct 2014 | •••• |
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Similar companies to B. Riley Wealth
B. Riley Wealth has 3 listed similar companies in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed similar companies of B. Riley Wealth
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Top companies in Asset Management
3 companies that operate in the same segment as B. Riley Wealth (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about B. Riley Wealth
B. Riley Wealth is headquartered in Memphis, United States. It is registered at Memphis, Tennessee, United States.
A comprehensive wealth management platform is provided by B. Riley Wealth, catering to individuals, families, businesses, and non-profit organizations. Financial planning, investment management, insurance, and tax preparation services are included in the offerings. Consultative advice is shared by financial professionals to develop customized strategies aligned with client goals. Access to capital market products and equity research through B. Riley Securities is also provided. A broad range of financial needs is addressed through a structured three-step approach involving client assessment, strategy creation, and progress monitoring.
B. Riley Wealth's top competitors include Focus Financial Partners, Alera Group and Wintrust.
B. Riley Wealth offers Wealth Management, Investment Solutions, and Tax Services.
B. Riley Wealth has made 1 acquisition, including Dominick & Dominick.
B. Riley Wealth operates through National Holdings Corp.