DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Rbp Investment Advisors Inc.
Latest filing Mar 31, 2026
First filing on the tape Mar 26, 2012 · 28 filings
SEC status approved since Nov 29, 2005
RAUM
$182M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$173M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$182M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$182M as of Mar 31, 2026
Mar 26, 2012$90.7M then
HNW client RAUM$147M as of Mar 31, 2026
Mar 5, 2018$112M then
State-registered IARs (5.B.3)1 as of Mar 31, 2026
Mar 26, 20120 then
Employees (5.A)4 as of Mar 31, 2026
Mar 26, 20134 then
Private funds: no history
RAUM +7.0% over the last fiscal year+8.1% a year over threeIARs 2 to 1
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $182MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 102derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $734,930derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -8.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$147M81%
- Individuals$25.6M14%
- Pension and profit-sharing plans$8.7M4.8%
- Individual clients
- 43reported
- HNW clients
- 59reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 247reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Peter Frederick LandiniCertified Financial Planner | Alamo, Ca | Nov 29, 2005 | 31 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Peter Frederick Landini from Lodestar Private Asset Management LLCNov 29, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Frederick Peter Landini · Sr. Vice President Treasurercontrolsince 10/2005 · owns 25% to 50%
- Bill Richard Pear · President/Chief Compliance Officercontrolsince 09/2005 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Peoria, AZ1 employees
What changed
consecutive filings, newest first
- Accounts · 282 to 247Apr 7, 2025 to Mar 31, 2026
- HNW clients · 60 to 59Apr 7, 2025 to Mar 31, 2026
- Individual clients · 51 to 43Apr 7, 2025 to Mar 31, 2026
- Employees · 5 to 4Apr 7, 2025 to Mar 31, 2026
- State-registered IARs · 2 to 1Apr 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $170M to $182MApr 7, 2025 to Mar 31, 2026
- HNW RAUM · $137M to $147MApr 7, 2025 to Mar 31, 2026
- Individual RAUM · $21.4M to $25.6MApr 7, 2025 to Mar 31, 2026
- Pension RAUM · $11.3M to $8.7MApr 7, 2025 to Mar 31, 2026
- RAUM · $170M to $182MApr 7, 2025 to Mar 31, 2026
- Accounts · 297 to 282Apr 11, 2024 to Apr 7, 2025
- HNW clients · 61 to 60Apr 11, 2024 to Apr 7, 2025
- Individual clients · 59 to 51Apr 11, 2024 to Apr 7, 2025
- Financial planning clients · 51-100 to 51-100Apr 11, 2024 to Apr 7, 2025
- HQ city · unset to Apr 11, 2024 to Apr 7, 2025
- HQ state · unset to Apr 11, 2024 to Apr 7, 2025
- Discretionary RAUM · $156M to $170MApr 11, 2024 to Apr 7, 2025
- HNW RAUM · $124M to $137MApr 11, 2024 to Apr 7, 2025
- Individual RAUM · $24.5M to $21.4MApr 11, 2024 to Apr 7, 2025
- Pension RAUM · $7.9M to $11.3MApr 11, 2024 to Apr 7, 2025
- RAUM · $156M to $170MApr 11, 2024 to Apr 7, 2025
- Accounts · 310 to 297Dec 12, 2023 to Mar 21, 2024
- HNW clients · 64 to 61Dec 12, 2023 to Mar 21, 2024
- Individual clients · 62 to 59Dec 12, 2023 to Mar 21, 2024
- Discretionary RAUM · $144M to $156MDec 12, 2023 to Mar 21, 2024
- HNW RAUM · $116M to $124MDec 12, 2023 to Mar 21, 2024
- Individual RAUM · $19.9M to $24.5MDec 12, 2023 to Mar 21, 2024
- Pension RAUM · $7.5M to $7.9MDec 12, 2023 to Mar 21, 2024
- RAUM · $144M to $156MDec 12, 2023 to Mar 21, 2024
- Accounts · 319 to 310Feb 24, 2022 to Mar 31, 2023
- HNW clients · 67 to 64Feb 24, 2022 to Mar 31, 2023
- Individual clients · 60 to 62Feb 24, 2022 to Mar 31, 2023
- Discretionary RAUM · $178M to $144MFeb 24, 2022 to Mar 31, 2023
- HNW RAUM · $147M to $116MFeb 24, 2022 to Mar 31, 2023
- Individual RAUM · $22.3M to $19.9MFeb 24, 2022 to Mar 31, 2023
- Pension RAUM · $8.7M to $7.5MFeb 24, 2022 to Mar 31, 2023
- RAUM · $178M to $144MFeb 24, 2022 to Mar 31, 2023
- Discretionary RAUM · $158M to $178MMar 11, 2021 to Feb 24, 2022
- HNW RAUM · $132M to $147MMar 11, 2021 to Feb 24, 2022
- Individual RAUM · $19.6M to $22.3MMar 11, 2021 to Feb 24, 2022
Signals
1 dated events
- Rbp Investment Advisors Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 16, 2020 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 925-855-3880reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- rbpia.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (925) 855-3880reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- rbpia.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $182Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026