CRD: 170850
Northpointe Investment Advisory, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-16-2014
- Office Locations
- 1
Office Locations
About Northpointe Investment Advisory, LLC
Northpointe Investment Advisory, LLC is a St. Joseph, MI RIA providing goal-based financial planning and ongoing investment management for individuals and families, including entrepreneurs. The firm benchmarks risk tolerance, stress-tests portfolios, and monitors progress through regular check-ins and client portals. Portfolios are implemented primarily with ETFs and are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 60.0% is discretionary and 40.0% is non-discretionary.
The firm reports 1 advisory representatives and 71 clients, or 71 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
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- Custodian
- Investment Themes
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Owner & Executives
DAVID ALLEN RIETH
Managing Member
- CRD
- #1338226
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,225,220 | -- |
| Non-Discretionary | $30,143,961 | -- |
| Total | $75,369,181 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Northpointe Investment Advisory, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.