SourcingSourcing

RBP INVESTMENT ADVISORS INC.

A77
CRD 137830·SEC 801-64902
AUM
$181.5M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$545K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RBP INVESTMENT ADVISORS INC.
CRD
137830
SEC file #
801-64902
EIN
—
DBA names
—

Economics

AUM
$181.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$120.9M → $181.5M▲ +50%
Client mix
Individuals High Net Worth59
Individuals Other43

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
rbpia.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PEAR, RICHARD, BILL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PEAR, RICHARD, BILL
LANDINI, PETER, FREDERICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RBPIA.COM
Rdap Domain Creation Date
2005-09-13T02:59:17Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2028-09-13T02:59:17Z
Rdap Domain Last Changed
2023-09-14T17:33:42Z
Rdap Nameservers
Ns1.corvati.comNs2.corvati.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
358744
Trust Company Affiliate
No

People (2)

2
RICHARD BILL PEAR
Direct Owner · 62.5%
358744
LANDINI, PETER, FREDERICK
IAR · Direct Owner · 37.5%
1618991