A complete list of active advisors currently associated with Riley Friedman Asset Management

Warmer can help you find a great advisor at Riley Friedman Asset Management or one who fits your needs even better.

The firm provides discretionary investment supervisory services and basic financial planning to individuals, high-net-worth individuals, and pension and profit-sharing plans. Services typically cover portfolio management, asset allocation and periodic reviews, and fees are charged as a percentage of assets under management. The firm’s investment approach is primarily fundamental and long-term, with a value-oriented emphasis on capital preservation and diversification; portfolios are constructed largely from individual stocks and bonds and include a money market fund for liquidity. Basic financial planning is included in the management service, and most client assets are managed on a discretionary basis. With a small advisory staff, the firm managed approximately $582,892,444 in discretionary assets as of December 2025, producing an assets-per-advisor profile that is uncommon among peer team firms. The firm manages client assets internally rather than using third-party managers, routinely executes fixed-income trades through prime brokerage, and does not participate in wrap fee programs or accept performance-based fees.

To learn more about the advisors currently working at Riley Friedman Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.