$4.2B Total AUM
$2.8B Disc. AUM
-11.4% 3Y CAGR
268 Employees
10,613 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark · Broadridge · Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-08-1997
- Office Locations
- 97
Office Locations
1 Promenade Street Building 1, Suite 202 Bluffton SC
1 Tower Lane Suite 2225 Oakbrook Terrace IL
10 Broad Street Suite # 303a RED Bank NJ
About B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. is a Memphis-based RIA with 97 offices. The firm has been operating for 29 years. Managing $4.2B in total assets under management, with 172 advisory representatives. They custody assets with Assetmark and Broadridge.
Team overview
52 AVG AGE
$24.5M AVG AUM / ADVISOR
$396.8K AVG AUM / CLIENT
7.1 yrs AVG TENURE
268 Employees
172 Advisory Reps
172 RIA Reps
29yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
AGOSTON STEPHEN HORVATH
--
- CRD
- #4197884
- Ownership
- Less than 5%
Available
Available
Available
MICHAEL ANTHONY MULLEN
Chief Executive Officer, Managing Member
- CRD
- #1428116
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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M
MICHAEL JOSEPH ALLAN
Financial Advisor
- CRD
- #1257882
Available
Available
Available
SCOTT EDWARD ANDERSON
Senior Vice President, Investments, Financial Advisor
- CRD
- #4050337
Available
Available
Available
Showing 2 of 169 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,793,394,985 | $391,067 |
| Non-Discretionary | $1,418,236,097 | $413,480 |
| Total | $4,211,631,082 | $398,338 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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