Riley Private Client
Riley Private Client is a Southlake, Texas-based wealth management firm serving high-net-worth individuals and families. Acquired by EP Wealth Advisors in 2024, it now operates as a subsidiary brand, retaining its advisory team while gaining access to the parent's national platform of 70+ offices and full-service financial planning capabilities.
- Company typePrivate
- Founded2000
- HeadquartersSouthlake, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Riley Private Client does
Riley Private Client is a private wealth management firm headquartered in Southlake, Texas, founded in 2000. The firm historically served a focused base of high-net-worth individuals and families with personalized financial advisory services, operating with a small team of 1-10 employees. In 2024, Riley Private Client was acquired by EP Wealth Advisors, a larger registered investment advisory firm founded in 1999 and now operating in its 25th year. Post-acquisition, Riley Private Client operates as a subsidiary brand within the EP Wealth Advisors platform, with clients continuing to be served by the same advisory team — led by Douglas Jones — while gaining access to the parent firm's broader service suite.
Through the EP Wealth Advisors umbrella, Riley Private Client's client base now has access to a comprehensive planning-first wealth management platform. Services include family office services, financial planning, divorce financial planning, retirement planning, investment management, estate planning, tax planning, and business planning. The parent firm employs over 400 people serving more than 13,000 households across 70+ office locations spanning 25+ U.S. states, with specialized offerings for federal employees, professional athletes, and women investors. EP Wealth Advisors generates revenue through recurring advisory fees tied to assets under management, with pricing determined per client engagement rather than publicly disclosed.
Riley Private Client's own technology footprint is minimal — there is no proprietary platform, no API offering, no disclosed AI/ML capability, and no mobile application. The firm leverages the parent firm's client portal infrastructure (e.g., Emaplan, Tamarac). The acquisition reflects a broader industry trend of small-to-mid RIA consolidation, with EP Wealth Advisors actively pursuing advisor partnerships and tuck-in acquisitions to scale geographic and service-line reach. Riley Private Client's strategic significance going forward is as a regional brand preserving client continuity within a national platform.
Riley Private Client firmographics
Firmographics- Name
- Riley Private Client
- Legal name
- Riley Private Client
- Website
- https://rileyprivateclient.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Riley Private Client is a Southlake, Texas-based wealth management firm serving high-net-worth individuals and families. Acquired by EP Wealth Advisors in 2024, it now operates as a subsidiary brand, retaining its advisory team while gaining access to the parent's national platform of 70+ offices and full-service financial planning capabilities.
- Ownership category
- akta.pro rank
Riley Private Client industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
Keywords
Where Riley Private Client is headquartered
LocationHeadquarters
- HQ city
- Southlake
- HQ country
- United States
- HQ region
- North America
Offices65 records
Markets served
Riley Private Client business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Advisory Fees: EP Wealth Advisors generates revenue through wealth management and financial advisory fees, serving high net worth clients with comprehensive financial planning, investment management, estate planning, and tax planning services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom advisory services with personalized pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels9 records
Riley Private Client product offering
Product offeringCore offering
Riley Private Client operates a private wealth management practice providing personalized financial advisory services to individuals and families. Founded in 2000 and based in Southlake, United States, the firm was acquired by EP Wealth Advisors in 2024 and now serves clients under that parent brand, with Douglas Jones as the primary contact.
Product overview
EP Wealth Advisors is a planning-first wealth management firm offering a comprehensive suite of financial services through multiple specialized divisions. The company provides Family Office Services and High Net Worth advisory services as core offerings, complemented by detailed planning services including Financial Planning (with sub-services for Health Assessment, Life Transitions, Fiduciary Services, Asset Allocation, Equity Investments, Executive Compensation, and Special Needs Planning), Divorce Financial Planning, Retirement Planning, Investment Management, Estate Planning, Tax Planning, and Business Planning. Riley Private Client, an acquired private client firm, has been integrated into EP Wealth's platform, with clients gaining access to EP Wealth's full suite of services while maintaining continuity with their existing advisory teams. The firm serves over 15,000 clients across more than 50 office locations throughout the United States.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Wealth Management Personalized private wealth management and financial advisory services delivered to individual clients and families, including investment, retirement, and estate planning guidance. Operates under EP Wealth Advisors following a 2024 acquisition.
Companies that use Riley Private Client
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles1 record
Riley Private Client technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Riley Private Client partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Riley Private ClientcoreRiley Private Client has been acquired by EP Wealth Advisors. Riley Private Client clients continue to be served by the same advisory team while gaining access to EP Wealth's full suite of services. Douglas Jones remains the primary advisor for Riley Private Client clients.
Scale indicators4 records
Recent moves3 records
Expansion highlights4 records
Riley Private Client competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: Large independent RIA providing financial planning and investment management to individuals and families. Comparable planning-first, fee-based model targeting mass-affluent through HNW segments.
- Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, investment management, and family office services to HNW clients. Directly comparable business model and target client base to Riley Private Client / EP Wealth, with significantly greater scale.
- Creative Planning: One of the largest independent RIAs in the U.S., providing fee-only financial planning and wealth management to HNW individuals and families. Comparable fiduciary, planning-first model with a national footprint.
- Carson Group: RIA and coaching platform serving financial advisors and their HNW clients nationwide. Comparable fee-based wealth management model with similar advisor-network distribution approach.
- Focus Financial Partners: Leading RIA aggregator partnering with fiduciary wealth management firms serving HNW clients. Highly comparable in that it acquires and supports independent RIAs with similar service offerings to Riley Private Client.
- EP Wealth Advisors: Parent company of Riley Private Client and one of the largest independent RIAs in the U.S., serving 13,000+ households across 70+ offices. Directly comparable service model (planning-first, fee-based, HNW-focused) and is the platform into which Riley Private Client has been integrated.
- Brown Brothers Harriman Wealth Management: Private banking and wealth management arm of Brown Brothers Harriman serving HNW families with integrated planning, investment management, and trust services. Comparable full-service fiduciary wealth management model.
- Mercer Advisors: National RIA offering wealth management, estate planning, tax planning, and family office services to HNW households. Built partly via roll-up acquisitions of smaller RIAs like Riley Private Client, making it a strong comparable.
Direct peers
- Capstone Financial Advisors: Mid-size independent RIA providing wealth management and financial planning to HNW individuals and families in select U.S. markets. Comparable boutique RIA model with similar HNW service offerings.
- Ronald Blue Trust: Christian-focused fee-only RIA providing comprehensive financial planning, investment management, estate planning, and tax planning to HNW families. Comparable in scale, service mix, and fiduciary planning-first approach to Riley Private Client.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Riley Private Client social profiles
Digital presenceRiley Private Client financial estimates
Financial estimateRevenue estimate
Valuation estimate
Riley Private Client leadership team
Management profileNumber of profiles
Profiles1 record
Riley Private Client funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Riley Private Client M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Riley Private Client
What does Riley Private Client do?
Riley Private Client operates a private wealth management practice providing personalized financial advisory services to individuals and families. Founded in 2000 and based in Southlake, United States, the firm was acquired by EP Wealth Advisors in 2024 and now serves clients under that parent brand, with Douglas Jones as the primary contact.
Is Riley Private Client a public or private company?
Riley Private Client is a private company. It is classified as corporate owned and is currently acquired.
When was Riley Private Client founded?
Riley Private Client was founded in 2000. It employs 1 to 10 people.
Where is Riley Private Client based?
Riley Private Client is headquartered in Southlake, United States, in the North America region.
How does Riley Private Client make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Riley Private Client's main competitors?
Broad incumbents on record are Edelman Financial Engines, Mariner Wealth Advisors, Creative Planning, Carson Group, Focus Financial Partners, EP Wealth Advisors, Brown Brothers Harriman Wealth Management and Mercer Advisors. Direct peers are Capstone Financial Advisors and Ronald Blue Trust.
Does Riley Private Client have an API?
No public API is recorded for Riley Private Client.
What industry is Riley Private Client in?
Riley Private Client's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.