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Riverpoint Wealth Management
Riverpoint Wealth Management is an SEC-registered investment adviser in Chicago, IL, registered since 2013. The firm manages approximately $906 million in...
Overview
Riverpoint Wealth Management is an SEC-registered investment adviser in Chicago, IL, registered since 2013. The firm manages approximately $906 million in assets. It has 6 employees and 4 investment advisers. RIVERPOINT WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-27, it reported 6 employees; 1,060 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Sector focus
Frequently asked questions
How does Riverpoint Wealth Management structure its investment process alongside financial planning?
The firm operates a planning-centric model where portfolio construction is subordinate to a client's overall financial plan rather than sold as a standalone product. This means tax strategy, estate considerations, and cash-flow needs directly shape asset allocation and security selection, rather than being layer-on services handled by a separate department.
Is Riverpoint Wealth Management affiliated with a larger financial institution or broker-dealer?
Riverpoint operates as an independent registered investment advisor rather than as part of a bank, wirehouse, or national aggregator. This independence is structurally important: it means the firm is not incentivized to distribute proprietary products or meet cross-selling quotas that can influence asset allocation decisions at institutionally affiliated wealth managers.
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