Quakertown, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,018,907,970
ClientsTotal clients
10,096
AdvisorsAdvisors at this office
3
Of 167 advisors across 103 offices
Location
136 Mill Rd, Suite A
Quakertown PA 18951
Advisors at this office
3
Advisors at this office
Brian S
Series 63, Series 65
Quakertown, PA
B. Riley Wealth Advisors, Inc.
Brian Smith is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC, QNB Bank, and Investment Professionals Inc. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad suite of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.
Michael M
Series 63, Series 65
Quakertown, PA
B. Riley Wealth Advisors, Inc.
Michael Maher is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He has held roles at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022, following six years at Ameriprise Financial Services, Inc. Michael holds Series 63 and Series 65 licenses. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various program options, including advisor-managed accounts and third-party managed programs, and manages approximately $4.21 billion in client assets.
Kenneth M
Series 63, Series 65
Quakertown, PA
B. Riley Wealth Advisors, Inc.
Kenneth Mcandress is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining B. Riley in 2022, he worked for Stifel Nicolaus & Co Inc from 2010 to 2022. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services including advisory programs, financial planning, and retirement solutions. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans using multiple program structures and both proprietary and third-party asset allocation models.
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