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B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc., headquartered in Memphis, Tennessee, is a registered investment adviser subsidiary of B. Riley Financial, Inc. The firm delivers professional wealth management and investment advisory services to individual investors, businesses, and institutions. With roots dating back over 20 years and a national presence, B. Riley Wealth Advisors provides comprehensive strategies that integrate financial planning, asset management, and customized solutions. The firm leverages the resources of the broader B. Riley Financial platform, which includes investment banking, consulting, and asset disposition expertise, to deliver value across client needs. B. Riley Wealth Advisors serves a wide client base, including high-net-worth individuals, corporate executives, and business owners.
Investment Strategy
B. Riley Wealth Advisors employs a client-centric approach, focusing on tailored wealth management solutions that combine personalized financial planning with investment strategies designed to meet clients’ long-term objectives. The firm utilizes both active and passive investment vehicles, offering a diversified suite of asset management options across equities, fixed income, and alternative investments. Advisors work closely with clients to understand their financial goals, risk tolerance, and timelines, crafting portfolios that prioritize capital preservation, steady growth, and tax efficiency. By leveraging the capabilities of the broader B. Riley Financial group, B. Riley Wealth Advisors integrates multi-disciplinary expertise in investment banking, research, and financial consulting to enhance portfolio results and support complex wealth management needs.
Latest 13F Filing Activity
B. Riley Wealth Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 945 equity positions and 82 options positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation, Apple Inc., Microsoft Corp. among other positions. B. Riley Wealth Advisors, Inc. reduced exposure to Bioatla Inc., Ur-energy Inc., Cibus Inc. among others.
Top Holdings
Equity Positions (945)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.19% | $110.6M | 699,757 | $157.99 | $157.99 | +$110.6M |
A AAPL | APPLE INC | 3.65% | $77.7M | 378,609 | $205.17 | $205.17 | +$77.7M |
M MSFT | MICROSOFT CORP | 2.84% | $60.5M | 121,619 | $497.41 | $497.41 | +$60.5M |
A AMZN | AMAZON COM INC | 2.77% | $59.1M | 269,230 | $219.39 | $219.39 | +$59.1M |
M META | META PLATFORMS INC | 2.30% | $49.0M | 66,385 | $738.09 | $738.09 | +$49.0M |
Options Positions (82)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | New | Call | $21.0M | 1,327 | $157.99 | $157.99 | +1,326.5 | +$21.0M |
N NVDA | NVIDIA CORPORATION | New | Put | $17.2M | 1,088 | $157.99 | $157.99 | +1,087.95 | +$17.2M |
V VST | VISTRA CORP | New | Call | $5.8M | 300 | $193.81 | $193.81 | +300 | +$5.8M |
M MSFT | MICROSOFT CORP | New | Put | $2.7M | 55 | $497.41 | $497.41 | +54.5 | +$2.7M |
L LLY | ELI LILLY & CO | New | Put | $2.6M | 33 | $779.53 | $779.53 | +33.15 | +$2.6M |
Industry Allocation
Investment Team (30)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President, Investments | Chicago, IL , United States | |
C Chad Veitch | Head Equity Trader | Boca Raton, FL , United States | |
 | Senior Vice President, Investments | Chicago, IL , United States | |
D Demy Jacob | Trading Associate | Edison, NJ , United States | |
 | Senior Vice President, Investments | Fort Lauderdale, FL , United States | |
E Eve Glatt | Senior Portfolio Manager | New York, NY , United States | |
 | Vice President, Investments CFP® | Merrick, NY , United States | |
 | Senior Vice President - Investments | United States | |
 | Vice President, Investments | Westlake Village, CA , United States | |
J Jesse Kohen | Associate | New York, NY , United States |
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