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Riley Private Client
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Riley Private Client is a service division of B. Riley Wealth Management, a full-service investment firm and a subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY). The division focuses on providing bespoke financial advice and tailored investment strategies to affluent clients. Its mission is to help clients build, preserve, and transfer wealth across generations through a comprehensive suite of services, including financial planning, investment management, retirement planning, and trust and estate services. The firm emphasizes a client-first approach, leveraging the extensive resources of its parent company to meet complex financial needs.
United States
Industry
Financial