Filings through .
B Riley Wealth Management Inc
Matched across 23 name variants in the filings
Analytics
Market position · 2024
Plans served13-10 YoYRank #745 of mapped providers
Assets under administration$11.1B0.0%Rank #1143 by share of filed assets
Fees received$447,111Median $23,392/planSum across Schedule C direct + indirect
Net wins YoY-12 won - 3 lostPlan-level switch detection
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