Our Firm's Mission

B. Riley Wealth Management financial advisors are steadfast in our commitment to clients' needs always coming first. Guided by the firm's core values, our mission is to serve as your most trusted financial partner.

Client First 

The best interests of our clients always come first in everything we do, as we strive to exceed expectations through extraordinary service and a disciplined, conservative approach to investing.

Entrepreneurialism 

As a firm, we value and protect the entrepreneurial freedom of our advisors and associates to serve their clients and their clients' best interests.

Integrity 

We respect our clients, partners and colleagues and conduct ourselves with honor and professionalism in a collaborative, courteous workplace.

Innovation 

To keep pace with changes in our clients' needs and our industry, we seek out best-in-class solutions and technologies.

Accountability 

We take our fiduciary responsibilities seriously and dedicate ourselves to fulfilling them with competence and transparency.