$433.5M Total AUM
$433.5M Disc. AUM
1.3% 3Y CAGR
5 Employees
199 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-02-1991
- Office Locations
- 1
Office Locations
380 Southpointe Blvd. Suite 130 Canonsburg PA
About Santori & Peters
Santori & Peters is a Canonsburg-based RIA. The firm has been operating for 35 years. Managing $433.5M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
56 AVG AGE
$108.4M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
11.7 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
35yrs Firm Age
Insights
Available
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
R
RYAN PATRICK NEUPAVER
Chief Compliance Officer, Investment Advisor, President, Secretary, VICE PRESIDENT
- CRD
- #5757641
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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A
Albert James Fletcher
Associate Advisor
- CRD
- #7980584
Available
Available
Available
CONNIE LYNN RAVELLA
--
- CRD
- #7081300
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $433,499,220 | $638,438 |
| Non-Discretionary | $0 | -- |
| Total | $433,499,220 | $638,438 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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