RBP Investment Advisors Inc.
SEC RegisteredInvestment Advisory Firm
About the firm
RBP Investment Advisors delivers comprehensive, tailored financial strategies designed to both preserve and grow wealth, taking a disciplined, research-driven approach to investment management and holistic financial planning. Their philosophy is rooted in integrity, expertise, and a deep commitment to personalized service. They operate out of offices in Alamo, CA and Truckee, CA.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized Portfolio Management, Retirement Distribution Planning, Estate Planning, and Comprehensive Financial Planning covering insurance, education, tax, and investment planning.
Who they serve
Individuals with unique financial goals, risk tolerances, and life stages, including those planning for retirement, managing generational wealth, or seeking strategies to optimize investments.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 43 | $26M |
| High Net Worth Individuals | 59 | $147M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 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. RBP Investment Advisors Inc. 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.
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