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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-19-2023
- Office Locations
- 1
Office Locations
About Peters Financial LLC
Peters Financial LLC provides financial planning and investment advisory for small businesses, entrepreneurs, and young families, including comprehensive plans, retirement planning, estate and wills planning, brokerage services, and insurance/long-term care planning. Client assets can be held at Charles Schwab. Founder David Peters is featured on multiple news channels, appears on high-profile podcasts, and travels nationally to teach industry professionals; tax services are offered via a separately operated affiliated firm.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 74 clients, or 74 clients per representative. That equates to $96.5K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Peters Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID Randall PETERS
Chief Compliance Officer, Owner
- CRD
- #6596242
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,138,612 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,138,612 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Peters Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.