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Advisory Services

Rely on our experience

Investors today are facing an increasingly complicated and volatile marketplace. With a seemingly endless number of investment products and solutions available, the task of managing your wealth can easily become overwhelming even for the most earnest and knowledgeable person, especially investors with unique needs and special situations.

That’s why B. Riley Wealth Management offers access to several professionally-managed investment programs and unique advisory services.

The WISDM model portfolios

WISDM is our exclusive offering of actively managed portfolios created and administered by our talented in-house Investment Solutions team. Choose from among 24 available model allocations composed of mutual funds and ETFS, with strategies ranging from income to aggressive growth. Click here to learn more about WISDM.

Wrap Fee and Separately Managed Account Programs

For some investors, having a portfolio managed for an annual fee based on assets under management is more beneficial than a commission or fee based account. Instead of paying individual transaction, administrative and commission fees, a wrap fee account gives you the option of a set, flat fee. Not only convenient, wrap fee accounts may allow your financial advisor to bundle services like retirement and non-retirement accounts, financial advice and brokerage services, and streamline your account.

For separately managed accounts, we can help you evaluate and select from a large array of professional managers to actively manage a portion or all of your portfolio.

Your B. Riley Wealth Management financial advisor can help you select the right program for your needs.

Alpha Research Portfolio

The Alpha Research Portfolio is a turnkey investment program designed to provide individual investors an easy way to participate in the best stock ideas from the research universe of our capital markets affiliate B. Riley FBR. The program invests in a portfolio of stocks included on the B. Riley FBR Alpha Generator list, an equally weighted and regularly updated list of our analysts’ top stock picks. Through this wrap fee program, you’ll be able to leverage the power of the B. Riley FBR research team just as our institutional clients do, through an investment program exclusively available to our clients.