Valerie L. Newell Ranked a Top Independent Advisor by Barron's

Press Release


RiverPoint Capital Management Ranked #29 on Barron’s 2015 List of  Top 100 Independent Wealth Advisors.

Cincinnati, OH – Sept. 3, 2015 – Valerie L. Newell, CPA, chairman and managing director of RiverPoint Capital Management has been ranked #29 on Barron’s 2015 list of the Top 100 Independent Wealth Advisors in the United States. The Barron’s rankings reflect the quality of the advisors’ practices, the amount of assets overseen by the advisors and their teams, and revenue. 

Cincinnati-based RiverPoint Capital Management provides financial advisory services with a focus on helping clients achieve their long-term investment objectives. This is the firm’s first time on the Barron’s list. Newell is one of only two independent advisors selected from the Cincinnati area for this highly sought-after honor. RiverPoint is also the highest rated firm from the Ohio and Cincinnati areas. 

“I am thrilled for our firm to be included on this prestigious list,” said Newell. “At RiverPoint, we strive to provide exceptional, personalized financial advice to every client who walks through our doors. The ultimate measure of our success is client satisfaction, and I am pleased that our client retention rate has been 98% for more than 10 years. I believe the Barron’s rankings reconfirm the fact that we continue to provide leading investment management and financial advice to help our clients achieve their goals.”

An industry veteran with more than 25 years of experience working with clients, Newell specializes in investment management, financial planning and retirement planning for high-net-worth individuals, multi-generational families and retirees. As one of only eight women to make the Barron’s list, Newell has been recognized several times as a leading female advisor. In 2014, she was ranked a Top 100 Women Financial Advisor by Financial Times, and she has also been ranked a Top 50 Women Registered Investment Advisor by Registered Rep Magazine.

In addition to her work as chairwoman and managing director, Newell also spearheads RiverPoint’s Wealth for Women offering – a specialized program with services tailored to the needs and goals of women investors.  “We understand women as investors in part because the firm has significant female leadership,” said Newell. “It’s one of our firm’s strengths and it gives us insights into the unique goals, approach and focus that women bring to investing.”

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 senior portfolio managers who average more than two decades of experience. 

PR Contact:

Christa Spencer
Vice President Marketing, Kaiser Hoffman
(913) 378-9155