Riverpoint Wealth Management

Riverpoint Wealth Management (CRD# 168346) is a financial advisory firm headquartered in Chicago, IL. They manage $643,249,551 in 942 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
200 South Wacker Drive, Suite 2330, Chicago, IL 60606
https://www.linkedin.com/company/riverpoint-wealth-management/
By the Numbers
  • Total Assets Under Management
    643
    MILLION
  • Total Number of Accounts
    942
    ACCOUNTS
  • Average Account Value
    $682,855
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, TX, WI

Financial Advisors at Riverpoint Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Timothy McGrath, financial advisor Chicago IL
Timothy P. McGrath
CRD#: 1950510
200 South Wacker Dr., Suite 2330, Chicago, IL 60606

Timothy McGrath (CRD# 1950510) is an Investment Advisor Representative working at Riverpoint Wealth Management in Chicago, IL and has over 33 years of experience in the finance industry.

2
Paul Merrick, financial advisor Chicago IL
Paul S. Merrick
CRD#: 4769186
200 South Wacker Drive, Suite 2330, Chicago, IL 60606

Paul Merrick (CRD# 4769186) is an Investment Advisor Representative working at Riverpoint Wealth Management in Chicago, IL and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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