PILE WEALTH MANAGEMENT
SEC RegisteredHelping You Plan Your Future
About the firm
RJP Investment Advisors, LLP (dba Pile Wealth Management) is an SEC Registered Investment Advisor based in Indianapolis, rooted in the legacy of Pile CPAs since 1938. The firm offers tailored financial planning, investment management, and specialized tax solutions. It is affiliated with Pile CPAs, the oldest CPA firm serving the Indianapolis metropolitan area.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, tax planning, retirement planning, and estate planning, with specialized services for nonprofits, individuals and families, and plan sponsors including fiduciary guidance, participant education, and transparent investment advice.
Who they serve
Institutions, Individuals and Families, and Plan Sponsors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 67 | $43M |
| High Net Worth Individuals | 19 | $123M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.50% |
| Next $2,000,000 | 0.40% |
| All amounts thereafter | 0.35% |
| Institutional: First $40,000,000 | 0.20% |
| Institutional: Above $40,000,000 | 0.05% |
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PILE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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