Insights

Acquisition backdrop RNP Advisory Services, Inc. was acquired by Buckingham Wealth Partners in 2020 for a substantial sum, signaling consolidation trends in the independent advisory space and potential upsell opportunities to integration-ready platforms and enhanced service offerings.

Scale opportunity Despite a small firm size (2-10 employees) and assets under management of over $300 million as of 2015, the firm’s continued growth potential remains attractive for strategic partners seeking to access high-net-worth clients with a disciplined Modern Portfolio Theory approach.

Tech modernization Current tech stack focuses on Microsoft 365, jQuery, and GoDaddy, indicating an opportunity to offer modern CRM, data analytics, cybersecurity, or client portal enhancements to improve efficiency and client experience.

Awards and governance An Investment Committee that includes Nobel laureate Harry M. Markowitz suggests strong governance and credibility; this could be leveraged to co-brand advanced investment solutions or to pitch high-fidelity research services and institutional-grade offerings to similar clients.

Market positioning Experience sharp focus on financial, retirement, and business planning for successful individuals and business owners, presenting cross-sell opportunities for estate planning, risk management, and executive compensation strategies through affiliated or partner networks.

RNP Advisory Services, Inc. Email Formats	Example	Percentage
FLast@rnpadvisory.com	JDoe@rnpadvisory.com	86%
FirstL@rnpadvisory.com	JohnD@rnpadvisory.com	7%
LastF@rnpadvisory.com	DoeJ@rnpadvisory.com	7%

RNP Advisory Services, Inc. Email Formats

Example

Percentage

FLast@rnpadvisory.com

JDoe@rnpadvisory.com

86%

FirstL@rnpadvisory.com

JohnD@rnpadvisory.com

LastF@rnpadvisory.com

DoeJ@rnpadvisory.com

Frequently Asked Questions

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

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?

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

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

As of July 2026, RNP Advisory Services, Inc.'s annual revenue is estimated to be $10M - $25M.

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

RNP Advisory Services, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

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

As of July 2026, RNP Advisory Services, Inc. has approximately 8 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?

RNP Advisory Services, Inc. operates in the Investment Management industry.

What technology does RNP Advisory Services, Inc. use?

RNP Advisory Services, Inc.'s tech stack includes Microsoft 365jQueryOffice 365GoDaddy.

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

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.

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

RNP Advisory Services, Inc. has approximately 8 employees.

Q: What technology does RNP Advisory Services, Inc. use?

RNP Advisory Services, Inc.'s tech stack includes GoDaddy, Office 365, jQuery, Microsoft 365.

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

RNP Advisory Services, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

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.

Insights

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