Account Login

Investment Strategies

We want to be your true financial partner.

B. Riley Wealth Management provides a full suite of financial services and resources for small and large businesses, non-profits, endowments and foundations. Our financial advisors leverage their extensive professional experience, as well as the diverse financial expertise of our B. Riley Financial affiliates, to help you create a sound financial strategy for your business. Whether it’s managing day-to-day cash flow needs, implementing a cost-efficient 401(k) plan for your employees, getting an accurate valuation of your business, investing to grow your business, or an acquisition in your future, we have the skills and resources to assist you.

Investment Services for Businesses & Institutions

  • Qualified plan and 401(k) plan design and administration
  • Investment management for non-profits and foundations
  • Private sale agreements for small private companies; investment banking resources for larger entities through our affiliate B. Riley FBR
  • Directed share programs through B. Riley FBR

When it comes to providing comprehensive financial services and support for entrepreneurs like you, B. Riley Wealth Management means business. Contact us today to learn more about how we can help.