Company Profile


Company Profile

A firm where you can do more

Founded in 1996 in Memphis, Tennessee, Wunderlich is what a firm should be. We’re singularly focused on providing an unmatched wealth management platform and highest level of support for our advisors. We don’t view our advisors as vehicles to move proprietary products. And we certainly don’t assume to know how best to run any particular advisor’s business.

Wunderlich was founded by advisors who wanted the freedom to serve their clients the same way they would want to be served. That’s why today we value and protect our advisor-centric culture, putting the advisor/client relationship first in every decision we make. We support our advisors’ autonomy and entrepreneurial freedom, providing unfettered access to world-class technology and a comprehensive product platform that can compete with the largest firms on Wall Street.

In July 2017, Wunderlich became part of B. Riley Financial, a publicly traded, diversified financial services company with extensive capital markets resources and a national footprint. This new partnership means more research, support and scale for our advisors to broaden their capabilities, enhance their services and grow their practices as they see fit.

Wealth management has always been – and continues to be – our primary business here at Wunderlich, so we are always focused on helping our advisors grow their assets and production. In fact, our senior leaders continue to manage their own books of business, giving them a perspective many larger firms have lost. Add in our attractive compensation grid, and it’s easy to see why we have become a destination firm for many success-minded advisors. We can be your firm, too.

Take a closer look at Wunderlich. Because here, you can do more.