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Forbes Lists

#35
Forbes Best-In-State Wealth Advisors (2024)
Illinois - Chicago (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

More on Forbes

Nov 3, 2024

Anxious About The Election? Call Your Broker

Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a proverbial “Wall of Worry,” Election 2024 is putting their steady-handed stewardship to the test.
BySergei KlebnikovForbes Staff
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Contact Timothy
mcgrath@riverpointwealth.com
(312) 239-1330
200 S Wacker Drive, Suite 2330, Chicago, IL 60606
Asset Summary
As of Jun, 2023
$2M
Min Account Size For New Business
$4-10M
Typical Size Of Households
$6-25M
Typical Net Worth Of Relationships
$585M
Team Assets (Custodied)