Insights

Market Niche Expertise RNP Advisory Services specializes in personalized wealth management and retirement planning for high-net-worth individuals and business owners, indicating an opportunity to offer advanced financial technology solutions tailored to high-value advisory firms.

Recent Acquisition The acquisition of RNP Advisory by Buckingham Wealth Partners for $424 million suggests significant valuation and potential for integration opportunities, making it a strategic prospect for collaboration or value-added service offerings.

Growing Revenue Potential With an estimated revenue range of $25 million to $50 million and managing over $300 million in assets as of 2015, RNP represents a mid-sized firm with a strong client base, suitable for expanding technology-driven client engagement platforms.

Leadership & Investment Approach Led by seasoned professionals with emphasis on Modern Portfolio Theory and strategic investment management, RNP is likely receptive to innovative solutions that enhance portfolio optimization and risk management capabilities.

Industry Alignment As part of a competitive landscape featuring large accounting and consulting firms, RNP could benefit from tailored marketing and CRM tools to differentiate its personalized advisory services and deepen client relationships.

RNP Advisory Services, Inc. Tech Stack

RNP Advisory Services, Inc. uses 8 technology products and services including Calendly, WordPress, OneTrust, and more. Explore RNP Advisory Services, Inc.'s tech stack below.

  • Calendly
    Appointment Scheduling
  • WordPress
    Content Management System
  • OneTrust
    Cookie Compliance
  • Font Awesome
    Font Scripts
  • Google Maps
    Maps
  • X-XSS-Protection
    Security
  • HSTS
    Security
  • Google Tag Manager
    Tag Management

RNP Advisory Services, Inc.'s Email Address Formats

RNP Advisory Services, Inc. uses at least 1 format(s):
RNP Advisory Services, Inc. Email FormatsExamplePercentage
FLast@rnpadvisory.comJDoe@rnpadvisory.com
46%
FirstL@rnpadvisory.comJohnD@rnpadvisory.com
4%
LastF@rnpadvisory.comDoeJ@rnpadvisory.com
4%
FLast@rnpadvisory.comJDoe@rnpadvisory.com
46%

Frequently Asked Questions

Where is RNP Advisory Services, Inc.'s headquarters located?

Minus sign iconPlus sign icon
RNP Advisory Services, Inc.'s main headquarters is located at 17190 Monterey Street, Suite 202. The company has employees across 2 continents, including North AmericaAfrica.

What is RNP Advisory Services, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact RNP Advisory Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is RNP Advisory Services, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
RNP Advisory Services, Inc.'s official website is rnpadvisory.com and has social profiles on LinkedIn.

What is RNP Advisory Services, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
RNP Advisory Services, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 5239 - Other Financial Investment Activities.

How many employees does RNP Advisory Services, Inc. have currently?

Minus sign iconPlus sign icon
As of December 2025, RNP Advisory Services, Inc. has approximately 9 employees across 2 continents, including North AmericaAfrica. Key team members include Chairman, Chief Investment Officer: C. R.Director Of Business Development: M. R.Director Of Operations: K. R.. Explore RNP Advisory Services, Inc.'s employee directory with LeadIQ.

What industry does RNP Advisory Services, Inc. belong to?

Minus sign iconPlus sign icon
RNP Advisory Services, Inc. operates in the Investment Management industry.

What technology does RNP Advisory Services, Inc. use?

Minus sign iconPlus sign icon
RNP Advisory Services, Inc.'s tech stack includes CalendlyWordPressOneTrustFont AwesomeGoogle MapsX-XSS-ProtectionHSTSGoogle Tag Manager.

What is RNP Advisory Services, Inc.'s email format?

Minus sign iconPlus sign icon
RNP Advisory Services, Inc.'s email format typically follows the pattern of FLast@rnpadvisory.com. Find more RNP Advisory Services, Inc. email formats with LeadIQ.

RNP Advisory Services, Inc.

Investment ManagementCalifornia, United States2-10 Employees

RNP Advisory Services, Inc. is an independent, fee-based investment advisory firm focused on providing financial, retirement and business planning expertise to a select group of successful individuals and business owners. By understanding the lifetime goals of our clients we provide a comprehensive and integrated approach to their investment and planning needs. 

The RNP team of principal advisors and service staff together has more than 130 years' experience working as strategic partners with our clients to establish lifelong professional relationships. Managing over $300 million, as of 12/31/2015, in diversified portfolios and specific investments, our professionals combine institutional quality management, discipline and personalized service to plan and follow a customized strategy designed to meet each client's financial needs and goals. 

A prudent, disciplined process helps ensure that all aspects of a client's investment program follow a clear and well-conceived strategy. Modern Portfolio Theory is the cornerstone that supports our firm's investment approach. This Nobel Prize-winning theory introduced the mathematics necessary for investors to receive the highest return for a given level of risk, an essential part of building efficient portfolios. Our investment services are guided by an Investment Committee that includes Harry M. Markowitz, the Nobel Prize-winning founder of Modern Portfolio Theory.

Section iconCompany Overview

Headquarters
17190 Monterey Street, Suite 202
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconFunding & Financials

  • $25M$50M

    RNP Advisory Services, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    RNP Advisory Services, Inc.'s revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.