RiverPoint Capital Management Recognized on Barron’s 2016 Independent Wealth Advisors Ranking
The ranking complements the firm’s previous Barron’s, honors including highest ranked financial advisor in Ohio and among top U.S. women financial advisors
Cincinnati, OH – August 31, 2016
– RiverPoint Capital Management today announced its inclusion on Barron’s 2016 Top 100 Independent Wealth Advisors list. This year, RiverPoint ranks 20th, up from 29th in 2015. It is the only firm in the state of Ohio ranked in the top 20.
“I believe earning a place on such a renowned list illustrates our client-centric approach,” said Valerie L. Newell, chairwoman and managing director of RiverPoint. “It’s an honor to be trusted by our clients to manage and build their wealth, and it’s an honor to be recognized as a leader in the field.”
Barron’s annual Independent Wealth Advisors ranking reflects the volume of assets that the advisors and their teams oversee, revenues generated for the firms, and the quality of the advisors’ practices.
The recognition comes on the heels of RiverPoint being named the Top Financial Advisor in the state of Ohio by Barron’s. That ranking reflected the volume of assets under management, growth rate and the quality of advisor practices. Barron’s also took into consideration the experience of RiverPoint’s senior advisers, who average 20 years in the industry, and its 98 percent client retention rate. Earlier this year, Barron’s also ranked Valerie Newell fourth on its list of Top 100 Women Financial Advisors in the United States.
About RiverPoint Capital Management
Founded with a mission of delivering leading investment advisory services to individuals, families and institutions, RiverPoint Capital Management provides in-depth investment and financial planning expertise through a team of experienced senior portfolio managers .
Visit www.riverpointcm.com for more information.
Barron’s specifically awarded the 2016 #20 and 2015 #29 rankings in the Top 100 Independent Wealth Advisors in the United States and 2016 #1 raking in Ohio in America’s Top 1200 Financial Advisors, to the Chairman of RiverPoint Capital Management, Valerie Newell. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. For additional information visit www.barrons.com. The rankings are not indicative of future performance.
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