Financial ADVSR advisor directory · SEC adviser records
Riverpoint Wealth Management financial advisors in Chicago, IL
Every SEC-registered investment adviser representative at a Riverpoint Wealth Management office in Chicago, A to Z.
4 registered advisors work at Riverpoint Wealth Management in Chicago, out of 4 at the firm nationwide; it ranks number 140 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Riverpoint Wealth Management advisors in Chicago, A to Z
Every Riverpoint Wealth Management advisor →- Kyle E. McGrathChartered Financial Analyst
- Timothy P. McGrathCertified Financial Planner, Chartered Financial Consultant
- Paul S. MerrickChartered Financial Analyst
- Noah M. ShidlofskyInvestment adviser rep
Riverpoint Wealth Management advisors in every city and state →Riverpoint Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Chicago
All Chicago advisors →Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95
Questions
How many financial advisors does Riverpoint Wealth Management have in Chicago?
4 investment adviser representatives are registered at Riverpoint Wealth Management offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Riverpoint Wealth Management one of the largest advisor employers in Chicago?
Riverpoint Wealth Management ranks number 140 in Chicago by registered advisors; Morgan Stanley has the most, with 557.
How do I check a Riverpoint Wealth Management advisor in Chicago?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Riverpoint Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.