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Financial ADVSR advisor directory · SEC adviser records

B. Riley Wealth Advisors, Inc. financial advisors in Texas

Every SEC-registered investment adviser representative at a B. Riley Wealth Advisors, Inc. office in Texas, by city and A to Z.

The short answer

13 registered advisors work at B. Riley Wealth Advisors, Inc. in Texas, out of 158 nationwide; it's the firm's number 3 state by advisors, and the most are in The Woodlands (5). 1 list the CFP designation and 12 are also registered broker representatives.

B. Riley Wealth Advisors, Inc. advisors by city in Texas

Every firm in Texas →

The Woodlands 5Boerne 2Allen 1Austin 1Dallas 1Flower Mound 1Houston 1Nacogdoches 1

B. Riley Wealth Advisors, Inc. advisors in Texas, A to Z

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B. Riley Wealth Advisors, Inc. advisors in every state →B. Riley Wealth Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

B. Riley Wealth Advisors, Inc. in other states

New York 38Florida 21New Jersey 12Illinois 11Tennessee 11Massachusetts 7California 6Washington 6Michigan 5Pennsylvania 5Connecticut 4Ohio 4Arkansas 3South Carolina 3

Questions

How many B. Riley Wealth Advisors, Inc. financial advisors are in Texas?

13 investment adviser representatives are registered at B. Riley Wealth Advisors, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 158 at the firm nationwide. 1 list the CFP designation and 12 are also registered as broker representatives.

Where in Texas does B. Riley Wealth Advisors, Inc. have the most advisors?

The Woodlands, with 5, then Boerne (2). B. Riley Wealth Advisors, Inc. has advisors in 8 cities in Texas.

How do I check a B. Riley Wealth Advisors, Inc. advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the B. Riley Wealth Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.