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Firm profile

Santori & Peters

CANONSBURG, PACRD 105978Latest ADV March 17, 2026

Santori & Peters is an SEC registered investment adviser organized as a corporation with a primary office location in Canonsburg, PA. Its latest Form ADV filing, dated March 17, 2026, reports $433M in regulatory assets under management, 5 employees, 1 office, and 679 accounts.

Assets Under Management
$433M
Employees
5
Offices
1 office
Total Clients
199
Primary office
CANONSBURG, PA
380 SOUTHPOINTE BLVD., SUITE 130, CANONSBURG, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORyan P. Neupaver

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
128
2
HNWI
35.7%
71
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$433Mas of March 17, 2026
Discretionary100.0%
$433M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$433M
Total Accounts679
10Y AUM Change+$331M (+324.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee40:1
10Y Employee Change+1 (+25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.