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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...
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 assets. It has 6 employees and 4 investment advisers.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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