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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2011
- Office Locations
- 1
Office Locations
About Riley Friedman Asset Management
Riley Friedman Asset Management is an SEC-registered, fee-only RIA delivering individualized, fiduciary portfolio management for retail and institutional investors. The firm constructs client-specific portfolios of individual stocks and bonds to match goals and risk tolerance, and does not sell investment products. Client assets are custodied with major platforms such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STUART EDWIN FRIEDMAN
Managing Member, President
- CRD
- #4576711
- Ownership
- 50% but less than 75%
JONATHAN GIDEON RILEY
Chief Compliance Officer, Managing Member, President
- CRD
- #2947957
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $582,892,444 | $1,039,024 |
| Non-Discretionary | $1,906,992 | $1,906,992 |
| Total | $584,799,436 | $1,040,568 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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