Riverpoint Capital Management, LLC

Riverpoint Capital Management, LLC (CRD# 165759) is a financial advisory firm headquartered in Cincinnati, OH. They manage $2,102,776,527 in 2,657 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,103
    MILLION
  • Total Number of Accounts
    2,657
    ACCOUNTS
  • Average Account Value
    $791,410
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA

Financial Advisors at Riverpoint Capital Management, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Michael J. Murphy
CRD#: 5380482
312 Walnut Street, Suite 2300, Cincinnati, OH 45202
96
Wealthminder
score

Michael Murphy (CRD# 5380482) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has over 10 years of experience in the finance industry. Michael Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael P. Richter
CRD#: 4919341
312 Walnut Street, Suite 2300, Cincinnati, OH 45202
96
Wealthminder
score

Michael Richter (CRD# 4919341) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry. Michael Richter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan L. Brown
CRD#: 3214121
312 Walnut Street, Suite 2300, Cincinnati, OH 45202
93
Wealthminder
score

Ryan Brown (CRD# 3214121) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has over 17 years of experience in the finance industry.

4
Nolan D. Kamerer
CRD#: 5029409
312 Walnut Street, Suite 2300, Cincinnati, OH 45202
93
Wealthminder
score

Nolan Kamerer (CRD# 5029409) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.

5
Leon H. Loewenstine
CRD#: 1839960
312 Walnut Street, Suite 2300, Cincinnati, OH 45202
93
Wealthminder
score

Leon Loewenstine (CRD# 1839960) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has over 29 years of experience in the finance industry.

6
Brandon C. Phillips
CRD#: 4554888
312 Walnut Street, Suite 2300, Cincinnati, OH 45202
93
Wealthminder
score

Brandon Phillips (CRD# 4554888) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has over 15 years of experience in the finance industry.

7
Matthew J. Rice
CRD#: 5341352
9025 River Roa250, Indianapolis, IN 46240
93
Wealthminder
score

Matthew Rice (CRD# 5341352) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Indianapolis, IN and has over 5 years of experience in the finance industry. Matthew Rice has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Raymond D. Smego
CRD#: 5497356
312 Walnut Street, Suite 2300, Cincinnati, OH 45202
93
Wealthminder
score

Raymond Smego (CRD# 5497356) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has over 7 years of experience in the finance industry.

9
Jonathon A. Bresnen
CRD#: 6356064
312 Walnut Street, Suite 2300, Cincinnati, OH 45202
90
Wealthminder
score

Jonathon Bresnen (CRD# 6356064) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

10
Kristin A. Fishbaugh
CRD#: 6356030
312 Walnut Street, Suite 2300, Cincinnati, OH 45202
90
Wealthminder
score

Kristin Fishbaugh (CRD# 6356030) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.