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- Custodian
- Assetmark · Broadridge · Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-08-1997
- Office Locations
- 94
Office Locations
About B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. is a Memphis-based RIA with 94 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.
Reported data analysis
What the numbers show
Between October 20, 2025 and March 31, 2026, reported AUM decreased 40.1%, from $7.0B to $4.2B.
Across 5 reported observations, AUM decreased 35.2% between August 29, 2022 and March 31, 2026, from $6.5B to $4.2B.
Of the latest reported AUM, 66.3% is discretionary and 33.7% is non-discretionary.
The firm reports 172 advisory representatives and 10,613 clients, or 61.7 clients per representative. That equates to $396.8K in reported AUM per client.
The profile lists 94 reported office locations and 29 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full B. Riley Wealth Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AGOSTON STEPHEN HORVATH
--
- CRD
- #4197884
- Ownership
- Less than 5%
MICHAEL ANTHONY MULLEN
Chief Executive Officer, Managing Member
- CRD
- #1428116
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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MICHAEL JOSEPH ALLAN
Financial Advisor
- CRD
- #1257882
Scott e Anderson
Senior Vice President, Investments, Financial Advisor
- CRD
- #4050337
Showing 2 of 170 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
B. Riley Wealth Advisors, Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
B. Riley Wealth Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.