B | Riley Wealth Management


Stocks & Bonds Brokers Financial Planning Services Financial Advisor


B | Riley Wealth Management was founded in Memphis, TN in 1996. The eight original employees began the firm with a mission to provide value-added independent financial advice to individuals. A rapidly growing client base, allowed the firm to open offices in Chicago, St. Louis, and Houston from 1998 through 2001. In 2004, the firm established an institutional fixed income trading and brokerage operationin New York City - Fundamental Capital Markets and Fundamental Brokers Inter-Dealer.In 2007, Capital Securities of America, an independent brokerage firm with Financial Advisors throughout the U.S, was acquired. Finally in 2008, with a desire to provide well rounded offerings to our clients, B | Riley Wealth Management added the Equity Capital Markets group, providing equity research, sales and trading to institutional clients.Today, the firm has more than 300 associates and 10 offices around the US and provides services to a wide range of individual and institutional clients.



Joseph Koch, CFP

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