B. Riley Wealth Management provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments.
- ~300 associates; 160+ financial advisors
- More than 20 offices in 13 states
- Over $10 billion in client assets under administration
- Member FINRA & Securities Investor Protection Corp (SIPC)
- Parent company B. Riley Financial, Inc. (NASDAQ:RILY) is a publicly traded, diversified financial services company
- Clearing and execution services through First Clearing
Curt Paul Joins Beachwood, Ohio, Branch
B. Riley Wealth Management is pleased to welcome veteran financial advisor Curt Paul as a senior vice president in our Beachwood branch, led by regional manager Danny O’Neil. Paul joins the firm after 34 years with Edward Jones.
Join B. Riley Wealth Management
With premier offices in major markets and strategic regional locations, BRWM advisors and their clients benefit from the diversified financial and business advisory services and support available throughout B. Riley Financial.