RBP Investment Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
RBP Investment Advisors reports 102 clients. They include 59 high-net-worth individuals and 43 individual clients. Of its assets, 100.0% ($182M across 247 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 14% |
| High-net-worth individuals | 58% | 81% |
| Pension and profit-sharing plans | Fewer than 5 | 5% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 43 | $25.6M | 14.1% | $594K |
| High-net-worth individuals | 59 | $147M | 81.1% | $2.5M |
| Pension and profit-sharing plans | Fewer than 5 | $8.73M | 4.8% | — |
| Total | 102 | $182M | 100% | — |
- Clients
- 43
- Regulatory AUM
- $25.6M
- AUM share
- 14.1%
- Avg. per client
- $594K
- Clients
- 59
- Regulatory AUM
- $147M
- AUM share
- 81.1%
- Avg. per client
- $2.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.73M
- AUM share
- 4.8%
- Avg. per client
- —
Total
- Clients
- 102
- Regulatory AUM
- $182M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
RBP Investment Advisors charges up to 1.00% for its Asset management fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- A personalized financial plan is charged an additional $700 to $2,700, depending on the complexity of the client's needs.
- Hourly consulting
- Hourly consulting services range from $125 to $350 per hour, depending on complexity.
- Investment policy statement
- A tailored Investment Policy Statement is charged a fixed fee of $300.
Richard Pear owns 50% to 75% of RBP Investment Advisors. The leadership team of RBP Investment Advisors includes President Peter Landini. It has 4 employees, 3 of them in advisory roles.
Leadership
- Peter LandiniSR. Vice President/Treasurer/Chief Compliance Officer
- Richard PearPresident
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of RBP Investment Advisors Inc.
Richard Pear
Control person · since September 2005
- Owns 25% to 50% of RBP Investment Advisors Inc.
Peter Landini
Control person · since October 2005
RBP Investment Advisors’ regulatory assets grew from $158M (March 2021) to $182M (March 2026); clients fell from 127 to 102 and employees from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $182M | 102 | 4 | 2 |
| April 2025 | $170M | 111 | 5 | 2 |
| April 2024 | $156M | 120 | 5 | 2 |
| March 2023 | $144M | 126 | 5 | 2 |
| February 2022 | $178M | 127 | 5 | 2 |
| March 2021 | $158M | 127 | 5 | 2 |
Besides its headquarters, RBP Investment Advisors has 1 office, with 2 listed addresses in California.
California · 1 listed address
- 11209 Brockway Road, Truckee
Contact and registration details
- Legal name
- RBP Investment Advisors Inc.
- Headquarters
- Not reported
- Website
- rbpia.com
- Phone
- 925-855-3880
- SEC file
- 801-64902
- Structure
- California corporation
- Fiscal year end
- December
RBP Investment Advisors uses Charles Schwab ($182M) as custodian for its separately managed accounts. RBP Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $182M100%
At year end, RBP Investment Advisors’ separately managed accounts were mostly in funds (75%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds75%
- Bonds3%
- Cash5%
How many clients does RBP Investment Advisors have?
RBP Investment Advisors has 102 clients and manages $182 million for them, as of March 2026. They include 59 high-net-worth individuals and 43 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does RBP Investment Advisors offer?
RBP Investment Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does RBP Investment Advisors charge?
RBP Investment Advisors charges up to 1.00% for its Asset management fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Source: DISCLOSURE DOCUMENT FOR ALL CLIENTS, filed 31 March 2026
Which custodians does RBP Investment Advisors use?
RBP Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $182M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does RBP Investment Advisors have?
RBP Investment Advisors has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RBP Investment Advisors invest in?
At the end of its last fiscal year, RBP Investment Advisors’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 5% cash and equivalents and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RBP Investment Advisors?
RBP Investment Advisors’ direct owners are Richard Pear (50% to 75%) and Peter Landini (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does RBP Investment Advisors get paid?
RBP Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact RBP Investment Advisors?
Its phone number is 925-855-3880. Its website is rbpia.com.