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Insights

Acquisition Opportunity Possible upsell or cross-sell with Buckingham Wealth Partners following acquisition, exploring integration of RNP Advisory Services’ disciplined portfolio approach with Buckingham’s broader platform.

Legacy Technology RNP relies on legacy tech stack (Microsoft 365, Office 365, jQuery, GoDaddy); opportunity to introduce modern advisory tech, CRM, portfolio analytics, and cybersecurity enhancements to improve scalability and client experience.

AUM Growth Potential Current reported assets under management were over $300 million as of 2015; assess current AUM trajectory and offer scalable advisory solutions, efficiency tools, and diversified product offerings to support growth.

Noble Expertise Investment philosophy anchored in Modern Portfolio Theory with an Investment Committee that includes Nobel laureate Harry Markowitz; potential for joint marketing, thought leadership engagements, and advanced risk-adjusted strategies.

SMB Advisory Fit Small team profile (2–10 employees) focused on high-net-worth individuals and business owners; prospects for targeted services such as retirement planning, business succession planning, and concierge investment solutions aligned to client size.

Similar companies to RNP Advisory Services, Inc.

RNP Advisory Services, Inc. Tech Stack

RNP Advisory Services, Inc. uses 4 technology products and services including Microsoft 365, jQuery, Office 365, and more. Explore RNP Advisory Services, Inc.'s tech stack below.

RNP Advisory Services, Inc.'s Email Address Formats

RNP Advisory Services, Inc. uses at least 3 email formats:
RNP Advisory Services, Inc. Email FormatsExamplePercentage
FLast@rnpadvisory.comJDoe@rnpadvisory.com
86%
FirstL@rnpadvisory.comJohnD@rnpadvisory.com
7%
LastF@rnpadvisory.comDoeJ@rnpadvisory.com
7%

Frequently Asked Questions

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
+1-408-779-****
. 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 iconRNP Advisory Services, Inc.'s official website is rnpadvisory.com and has social profiles on LinkedIn.

How much revenue does RNP Advisory Services, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, RNP Advisory Services, Inc.'s annual revenue is estimated to be $10M - $25M.

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

Minus sign iconPlus sign iconRNP Advisory Services, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

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

Minus sign iconPlus sign iconAs of August 2026, RNP Advisory Services, Inc. has approximately 8 employees across 2 continents, including North America and Africa. Key team members include Chairman, Chief Investment Officer: C. R., Director Of Business Development: M. R. and 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 iconRNP Advisory Services, Inc. operates in the Investment Management industry.

What technology does RNP Advisory Services, Inc. use?

Minus sign iconPlus sign iconRNP Advisory Services, Inc.'s tech stack includes Microsoft 365, jQuery, Office 365 and GoDaddy.

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

Minus sign iconPlus sign iconRNP 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. logo

RNP Advisory Services, Inc.

Investment ManagementCalifornia, United States2-10 Employees

RNP Advisory Services, Inc. operates as an independent, fee-based investment advisory firm that focuses on financial, retirement, and business planning for a select group of successful individuals and business owners. The firm emphasizes a comprehensive, integrated approach to investment and planning, guided by a disciplined process and Modern Portfolio Theory, with an Investment Committee that includes notable figures associated with the theory. Its service model combines institutional-level management with personalized, ongoing client relationships to tailor strategies to individual financial goals. Based in Morgan Hill, California, the firm reports decades of combined advisory experience and manages diversified portfolios for its clients. A notable development in its recent history is its acquisition by Buckingham Wealth Partners in 2020, indicating a transition within the broader advisory ecosystem.

Section iconCompany Overview

Phone number
+1-408-779-****
Website
rnpadvisory.com
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    RNP Advisory Services, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Chairman, Chief Investment Officer at RNP Advisory Services, Inc.
    C. R.
    Chairman, Chief Investment Officer
    Mobile Phone
  • Director Of Business Development at RNP Advisory Services, Inc.
    M. R.
    Director Of Business Development
    Mobile Phone
  • Director Of Operations at RNP Advisory Services, Inc.
    K. R.
    Director Of Operations
    Mobile Phone
  • Notary at RNP Advisory Services, Inc.
    M. C.
    Notary
    Mobile Phone
  • Intern at RNP Advisory Services, Inc.
    C. M.
    Intern
    Mobile Phone

Employee Directory

  • Certified Financial Advisor at RNP Advisory Services, Inc.
    D. N.
    Certified Financial Advisor
    Mobile Phone
  • Wealth Advisor at RNP Advisory Services, Inc.
    L. M.
    Wealth Advisor
    Mobile Phone

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