Riley Friedman Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$557,509,447
This total excludes 13 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
208
59% high-net worth
Advisors
1
of 2 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
208
Very HighAverage account size
$2,680,334
About
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.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
Fee options
$1 - $500,000: 1.00% $500,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Account minimum: $500,000
Main office location
Riley Friedman Asset Management
4984 El Camino Real, Suite 101
Los Altos CA 94022, United States
Number of offices
1
Most active in
Riley Friedman Asset Management has reported serving >5 clients in these states in the last 12 months.
California · Nevada · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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