Investment Partners
Investment Partners (d/b/a Rea Wealth Management) is a privately held Ohio-based Registered Investment Adviser, founded 1996, delivering financial planning, retirement planning, investment management, and workplace retirement plans to individual investors and business owners across five Ohio offices via a team-based advisory model backed by Commonwealth Financial Network.
- Company typePrivate
- Founded1996
- HeadquartersNew Philadelphia, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Investment Partners does
Investment Partners operates as Rea Wealth Management, a privately held Registered Investment Adviser founded in 1996 and headquartered at 419 West High Avenue, New Philadelphia, Ohio, with four additional offices across the state for a total of five locations. The firm delivers four core services: comprehensive financial planning, multi-stage retirement planning, workplace retirement plan selection and implementation for employers, and customized tax-efficient investment management. These services are delivered through a team-based advisory model that emphasizes collaborative, one-on-one client engagement backed by the collective experience of a multi-office staff of 11-50 employees.
The business operates a fee-based RIA model in which securities and advisory services are executed through a partnership with Commonwealth Financial Network, a FINRA/SIPC-registered broker-dealer that provides the back-office trading and custody infrastructure, while Rea Wealth Management acts as the Registered Investment Adviser on the advisory side. Fixed insurance products and services are offered separately and are not affiliated with Commonwealth. The firm holds CCPA compliance posture, is subject to SEC RIA regulation, and publishes Form ADV and Form CRS disclosures on its website.
Customer acquisition is primarily regional and relationship-driven across Ohio, supported by a content marketing program that includes a website, blog, financial calculators, and an email newsletter. No proprietary technology platform, AI capabilities, patents, awards, or technology integrations are disclosed; the firm's value proposition is anchored in human advisor relationships, the multi-location Ohio footprint, and nearly three decades of operating history. The technology stack is described as "Not specified in source material," with the website built on FMG Suite and Google Analytics used for marketing measurement.
Investment Partners firmographics
Firmographics- Name
- Investment Partners
- Legal name
- Rea Wealth Management
- Website
- https://invp.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Investment Partners (d/b/a Rea Wealth Management) is a privately held Ohio-based Registered Investment Adviser, founded 1996, delivering financial planning, retirement planning, investment management, and workplace retirement plans to individual investors and business owners across five Ohio offices via a team-based advisory model backed by Commonwealth Financial Network.
- Ownership category
- akta.pro rank
Investment Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Investment Partners is headquartered
LocationHeadquarters
- HQ city
- New Philadelphia
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Investment Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Distribution channels1 record
Marketing channels3 records
Investment Partners product offering
Product offeringCore offering
Investment Partners (operating as Rea Wealth Management) is a Registered Investment Adviser delivering comprehensive financial advisory services across four core areas: Financial Planning, Retirement Planning, Workplace Retirement Plans, and Investment Management. Services are delivered through a team-based, collaborative advisor model from five locations across Ohio, with securities and advisory transactions routed through Commonwealth Financial Network.
Product overview
Rea Wealth Management offers a unified financial advisory service encompassing four core offerings: Financial Planning (holistic life planning), Retirement Planning (multi-stage retirement guidance), Workplace Retirement Plans (business retirement plan administration), and Investment Management (customized tax-efficient investing). The services are delivered through a team-based approach across five Ohio locations, providing one-on-one guidance backed by collective expertise. The firm is integrated with Commonwealth Financial Network for securities and advisory services, and operates as a Registered Investment Adviser.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Retirement Planning
- Workplace Retirement Plans
- Investment Management
Companies that use Investment Partners
Customer profileSegments2 records
Ideal customer profiles2 records
Investment Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Investment Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Commonwealth Financial NetworkcoreSecurities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC. Commonwealth provides the broker-dealer infrastructure for securities transactions while Rea Wealth Management provides advisory services as a Registered Investment Adviser. Fixed insurance products and services are separate and unrelated to Commonwealth.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Investment Partners competitors and assessment
Company assessmentDirect peers
- Carson Group: Wealth management firm that partners with independent advisors via a broker-dealer/Corporate RIA platform, offering financial planning, investment management, and coaching. Comparable to Rea Wealth's planning-led RIA operating under a third-party broker-dealer partnership (Commonwealth).
- Creative Planning: Large independent RIA providing comprehensive financial planning, investment management, retirement, and tax services to individuals and business owners nationwide. Comparable in service breadth and planning-led positioning, though at significantly larger scale.
- Edward Jones: Branch-based financial advisory firm offering comprehensive financial planning, retirement, and investment services to individual investors through a local-office model. Highly comparable to Rea Wealth Management's five-Ohio-location, planning-led, advisor-driven delivery model.
Broad incumbents
- Raymond James Financial: Diversified financial services firm with a large independent-advisor wealth management network offering financial planning, investment management, and retirement services. Comparable in advisor-led planning model but at much larger scale.
- Stifel Financial: Full-service wealth management and investment banking firm offering financial advisory, retirement, and investment management services to individuals and institutions. Comparable in offering breadth but operates at significantly larger national scale.
- Commonwealth Financial Network: Independent broker-dealer and Registered Investment Adviser that provides the infrastructure backbone for Rea Wealth Management's securities and advisory services. Comparable as the platform/partner model rather than as a direct retail competitor.
- Fisher Investments: Large independent RIA providing discretionary portfolio management and retirement planning primarily to high-net-worth individuals. Comparable as an investment-management-led RIA competitor, though at much larger scale and different client mix.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of RIAs and financial advisors with compliance, custody, and technology infrastructure. Comparable as an alternative partner/platform model to Commonwealth for RIA practices like Rea Wealth.
- Cetera Financial Group: Independent broker-dealer and RIA platform serving independent financial advisors across the U.S. with wealth management, investment, and planning infrastructure. Comparable as an alternative broker-dealer partner and broader wealth management incumbent.
Emerging players
- Vanguard Personal Advisor Services: Hybrid digital-plus-human advisory service from Vanguard offering financial planning and investment management at low fees. Comparable as a competing RIA service model, particularly for mass-affluent and retirement-plan participants targeted by Rea Wealth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Investment Partners social profiles
Digital presenceInvestment Partners compliance and trust
Trust signalCompliance4 records
Investment Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Investment Partners leadership team
Management profileNumber of profiles
Profiles1 record
Investment Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Investment Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Investment Partners
What does Investment Partners do?
Investment Partners (operating as Rea Wealth Management) is a Registered Investment Adviser delivering comprehensive financial advisory services across four core areas: Financial Planning, Retirement Planning, Workplace Retirement Plans, and Investment Management. Services are delivered through a team-based, collaborative advisor model from five locations across Ohio, with securities and advisory transactions routed through Commonwealth Financial Network.
Is Investment Partners a public or private company?
Investment Partners is a private company. It is classified as unknown and is currently operating.
When was Investment Partners founded?
Investment Partners was founded in 1996. It employs 11 to 50 people.
Where is Investment Partners based?
Investment Partners is headquartered in New Philadelphia, United States, in the North America region.
Who are Investment Partners's main competitors?
Direct peers on record are Carson Group, Creative Planning and Edward Jones. Broad incumbents are Raymond James Financial, Stifel Financial, Commonwealth Financial Network, Fisher Investments, LPL Financial and Cetera Financial Group. Vanguard Personal Advisor Services is listed as an emerging player.
Does Investment Partners have an API?
No public API is recorded for Investment Partners.
What industry is Investment Partners in?
Investment Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.