$135MM AUM | $1.1MM Rev in
Riley Wealth Advisors is a Southlake, Texas -headquartered wealth management firm founded by William E. Riley in 2008 after moving from Merrill Lynch upper level management. We’re dedicated to providing our clients with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with their advisor. Our mission is We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Riley Wealth has had 2 successful acquisitions and currently has 3 locations.
We are looking to acquire firms in both Texas & Arizona primarily in the Phoenix area.