Osaic Wealth
32yrs
Top 11% by experience in Quakertown
40yrs
Michael Maher
Financial advisor at B. Riley Wealth Advisors
At a glance
Experience40 years (since 1987)
How that compares ?Top advisor by experience in Quakertown
Office136 Mill Road Suite A, Quakertown, PA 18951
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through B. Riley Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2022 – nowB. Riley Wealth Advisors, Inc.Current firm
- 2016 – 2022Ameriprise Financial Services, LLCPreviously
- 2009 – 2016Stifel, Nicolaus & Company, IncorporatedPreviously
- 2006 – 2009UBS Financial Services Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call B. Riley Wealth Advisors at 901-251-1330 and ask for Michael Maher. Michael works from the Quakertown, PA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1987, about 40 years. Top advisor by experience in Quakertown.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
B. Riley Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Primerica Advisors
31yrs
Top 15% by experience nationwide
Cetera Investment Advisers
29yrs
Top 18% by experience nationwide
Cetera Investment Advisers
25yrs
More experience than 72% of advisors in Quakertown
B. Riley Wealth Advisors
22yrs
More experience than 67% of advisors in Quakertown
Osaic Wealth
20yrs
More experience than 62% of advisors nationwide