RBC Capital Markets
46yrs
Top advisor by experience in Frisco
26yrs
Richard Wright
Full name on record: Richard Alan Wright
Financial advisor at Stifel, Nicolaus & Company
Richard Wright is a fiduciary financial advisor in Frisco, Texas, with 26 years in the industry. Richard joined Stifel, Nicolaus & Company in 2025, after three years at B. Riley Wealth Advisors and three years at B. Riley Wealth Management. Richard holds the CFA designation.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 21% by experience in Frisco
Office6303 Cowboys Way, Frisco, TX 75034
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment 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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2022 – 2025B. Riley Wealth Advisors, Inc.Previously
- 2020 – 2023B. Riley Wealth ManagementPreviously
- 2000 – 2020Fiduciary Financial Services Wealth ManagementPreviously
Contact Richard
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for Richard. 6303 Cowboys WayFrisco, TX 75034Office · Get directions
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Questions to ask Richard
Tailored to Richard’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
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About Richard
How do I contact Richard?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Richard Wright. Richard works from the Frisco, TX office.
How long has Richard been a financial advisor?
Richard has been in the industry since 2000, about 26 years. Top 21% by experience in Frisco.
What licenses does Richard hold?
Series 65. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Richard paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Richard for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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