A complete list of active advisors currently associated with Riverpoint Wealth Management

Warmer can help you find a great advisor at Riverpoint Wealth Management or one who fits your needs even better.

Riverpoint Wealth Management is an independent asset management and financial planning firm that serves individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations, and business entities. Its services include proprietary discretionary asset management (offered both as a legacy wrap-fee program and on a non-wrap basis), recommendation and oversight of independent third‑party managers, held-away retirement account management through a service agreement with Pontera, Section 529 account management, financial planning, and 401(k) consulting. The firm tailors portfolios and financial plans to each client’s goals, time horizon, and risk tolerance, using a mix of mutual funds, ETFs, individual equities and fixed income, options strategies, and private placements as appropriate, and employs quantitative optimization and third‑party research in its analysis. Accounts are monitored and rebalanced on an ongoing basis, clients are assigned a primary relationship manager with formal reviews at least twice a year, and the firm reports it may utilize leverage in limited circumstances (including via ETFs or separate account managers) as part of its investment implementation. Riverpoint manages approximately $906.2 million on a fully discretionary basis with a four-advisor team, giving it an unusually high level of assets per advisor compared with many peers, and it acts as sponsor and manager of its own wrap-fee program while also recommending third‑party managers through platforms such as LPL and Charles Schwab. The firm’s operational mix includes held‑away account services via Pontera and a policy to refund transaction fees to clients in non-wrap comprehensive management accounts, intended to align client pricing across wrap and non-wrap services.

To learn more about the advisors currently working at Riverpoint Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.