Riley Friedman Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Altos, CA. Its latest Form ADV filing, dated March 23, 2026, reports $585M in regulatory assets under management, 2 employees, and 562 accounts.
Assets Under Management
$585M
Employees
2
Offices
--
Total Clients
221
Primary office
LOS ALTOS, CA
4984 EL CAMINO REAL, SUITE 101, LOS ALTOS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.2% of total clients.
Top client categories% of clientsClients
1
HNWI
55.2%
122
2
Individuals
38.9%
86
3
Pension Plans
5.9%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$585Mas of March 23, 2026
Discretionary99.7%
$583M
100% of total RAUM99.7%
Non-discretionary0.3%
$2M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$585M
Total Accounts562
10Y AUM Change+$305M (+109.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee111:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.