Santori & Peters provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
Santori & Peters reports 199 clients. They include 128 individual clients and 71 high-net-worth individuals. Of its assets, 100.0% ($433M across 679 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 9% |
| High-net-worth individuals | 36% | 89% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 128 | $40.4M | 9.3% | $315K |
| High-net-worth individuals | 71 | $386M | 89.0% | $5.43M |
| Pension and profit-sharing plans | Fewer than 5 | $549K | 0.1% | — |
| Charitable organizations | Fewer than 5 | $6.89M | 1.6% | — |
| Corporations and other businesses | Fewer than 5 | $1.35K | 0.0% | — |
| Total | 199 | $433M | 100% | — |
- Clients
- 128
- Regulatory AUM
- $40.4M
- AUM share
- 9.3%
- Avg. per client
- $315K
- Clients
- 71
- Regulatory AUM
- $386M
- AUM share
- 89.0%
- Avg. per client
- $5.43M
- Clients
- Fewer than 5
- Regulatory AUM
- $549K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6.89M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.35K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 199
- Regulatory AUM
- $433M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Santori & Peters charges 0.50%–1.00% a year for its Portfolio Management. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Pension and Qualified Retirement Planning
- Pension plans with $500,000 or less pay a flat fee of up to $2,500 a year; larger pension assets pay an annualized schedule from 1.00% down to 0.30%, billed quarterly in arrears.
- Personal Financial Consultation
- Hourly consultation is billed at $250 per hour, which is non-negotiable, with an estimate of the total cost provided at the start.
- Personal Financial Planning
- Financial planning is a fixed fee that generally ranges from $2,500 to $10,000, negotiable, with a retainer of one-half due at signing.
Ryan Neupaver owns 75% or more of Santori & Peters. The leadership team of Santori & Peters includes President Ryan Neupaver. It has 5 employees, 4 of them in advisory roles.
Leadership
- Ryan NeupaverChief Compliance Officer/President/Vice President/Secretary/Treasuer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 75% or more of Santori & Peters, Inc.
Ryan Neupaver
Control person · since January 2021
Santori & Peters’ regulatory assets grew from $402M (June 2021) to $433M (March 2026); clients fell from 234 to 199 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $433M | 199 | 5 | 2 |
| June 2025 | $390M | 203 | 5 | 3 |
| March 2024 | $330M | 221 | 6 | 3 |
| March 2023 | $417M | 226 | 5 | 2 |
| March 2022 | $476M | 242 | 5 | 2 |
| June 2021 | $402M | 234 | 5 | 1 |
Besides its headquarters, Santori & Peters has 1 office (1 private residence, listed without an address), with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 380 Southpointe BLVD., Suite 130, CanonsburgHQ
Contact and registration details
- Legal name
- Santori & Peters, Inc.
- Headquarters
- 380 Southpointe BLVD., Suite 130, Canonsburg, PA 15317
- Website
- santoriandpeters.com
- Phone
- 412-373-6904
- @santori-peters-inc
- SEC file
- 801-110482
- Founded
- 1985
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Santori & Peters uses Charles Schwab ($400M) as custodian for its separately managed accounts. Santori & Peters has custody of $282M in client assets for 98 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $400M100%
At year end, Santori & Peters’ separately managed accounts were mostly in stocks (50%) and funds (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $355M across 83 positions; the largest are Wabtec (45.9%), Ametek Inc. (16.7%) and Janus Detroit Str TR (3.5%).
What the accounts hold
- Stocks50%
- Exchange-traded equities49%
- Non-exchange-traded equities1%
- Funds37%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds2%
- Cash8%
- Other1%
- Annuities1%
Reported 13F holdings
- $355M
- Reported 13F value
- 83
- Positions
- 81.5%
- In the 10 largest
- +10.4%
- Value vs. prior quarter
- Wabtec45.9%
- Ametek Inc.16.7%
- Janus Detroit Str TR · Hendrson Aaa CL3.5%
- Invesco Exchange Traded FD T · S&P500 Quality3.1%
- First TR Exchng Traded FD VI · FT Vest Deep ETF3.1%
- Doubleline ETF Trust · Shil Cap U S ETF2.1%
- Schwab Strategic TR · US Lrg Cap ETF2.1%
- Vanguard Index Fds · Value ETF2.0%
- iShares TR · MSCI Eafe ETF1.5%
- iShares TR · US Sml Cap EQT1.4%
Together, the ten largest are 81.5% of reported value.
How many clients does Santori & Peters have?
Santori & Peters has 199 clients and manages $433 million for them, as of March 2026. They include 128 individual clients and 71 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Santori & Peters offer?
Santori & Peters provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Santori & Peters charge?
Santori & Peters charges 0.50%–1.00% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.
Source: SANTORI & PETERS, INC. ADV BROCHURE, filed 17 March 2026
Which custodians does Santori & Peters use?
Santori & Peters’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $400M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Santori & Peters have?
Santori & Peters has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Santori & Peters invest in?
At the end of its last fiscal year, Santori & Peters’ separately managed accounts held 49% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds, 1% non-exchange-traded equities and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Santori & Peters?
Santori & Peters’ direct owner is Ryan Neupaver (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Santori & Peters get paid?
Santori & Peters is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Santori & Peters?
Santori & Peters’ main office is at 380 Southpointe BLVD., Suite 130, Canonsburg, PA 15317. Its phone number is 412-373-6904. Its website is santoriandpeters.com.