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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SANTORI & PETERS

SANTORI & PETERS, INC., CRD 105978

CANONSBURG, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:647d4f2f-1992-6f02-6c29-fec86bd446a3

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Feb 29, 2012 to Mar 17, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $433MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $433M
Private client RAUM: $426MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $108Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 679
Individual clients: 128
High net worth clients: 71
Custody, client assets: $282M
SEC number: 801-110482
CIK: 1730959
CRD: 105978
Filings on the tape: 29
First filed: Feb 29, 2012
Latest filed: Mar 17, 2026
Organised: Corporation, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NORMAN JOSEPH SANTORI	Certified Financial Planner\|Chartered Financial Consultant	Bonita Springs, FL \| Canonsburg, PA	35	42	n/a	no
RYAN PATRICK NEUPAVER	Certified Financial Planner	CANONSBURG, PA	8	16	2	no
Albert James Fletcher	n/a	CANONSBURG, PA	1	12	n/a	no
CONNIE LYNN RAVELLA	n/a	CANONSBURG, PA	1	11	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
NEUPAVER, RYAN, PATRICK	CHIEF COMPLIANCE OFFICER/PRESIDENT/VICE PRESIDENT/SECRETARY/TREASUER	E	yes	01/2021	Feb 7, 2018	Dec 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NORMAN J. SANTORI	n/a	n/a	n/a	N	no	n/a
RYAN PATRICK NEUPAVER	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$433M	$433M	5	4	1	n/a	n/a
2024	Mar 18, 2025	$390M	$390M	5	4	1	n/a	n/a
2023	Mar 28, 2024	$330M	$330M	6	4	2	n/a	n/a
2022	Mar 1, 2023	$417M	$417M	5	3	1	n/a	n/a
2021	Mar 28, 2022	$476M	$476M	5	3	1	n/a	n/a
2020	Jan 25, 2021	$402M	$402M	5	3	0	n/a	n/a
2019	Mar 9, 2020	$337M	$337M	5	3	0	n/a	n/a
2018	Feb 26, 2019	$290M	$290M	5	3	0	n/a	n/a
2017	Feb 7, 2018	$224M	$224M	5	3	0	n/a	n/a
2011	Feb 29, 2012	$71.5M	$71.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$433M	$390M	11.2%	$417M	1.3%	5	5	1	1

Relationships

Registered with (5)

← CONNIE LYNN RAVELLAAdvisorregistration: current employment
Aug 6, 2025 to presentfactForm ADV
← Albert James FletcherAdvisorregistration: current employment
Oct 14, 2024 to presentfactForm ADV
← RYAN PATRICK NEUPAVERAdvisorregistration: current employment
Nov 6, 2017 to presentfactForm ADV
← NORMAN JOSEPH SANTORIAdvisorregistration: current employment
Apr 2, 1991 to presentfactForm ADV
← Jillian M GisoniAdvisorregistration: previous registration
Dec 16, 2023 to May 6, 2025factForm ADV

Controls (1)

← NEUPAVER, RYAN, PATRICKOwnerCHIEF COMPLIANCE OFFICER/PRESIDENT/VICE PRESIDENT/SECRETARY/TREASUER, ownership code E, individual
Feb 7, 2018 to Dec 2, 2024factForm ADV

Dated events

Occurred
May 6, 2025
Advisor changed firm
Jillian M Gisoni left Santori & Peters for Kapusta Financial Group (registered 2025-06-04)
Form ADVobserved 6 days ago
Occurred
Jan 25, 2021
Control person left
Joseph Norman Santori (Owner/President) no longer on Schedule A of Santori & Peters (listed 2020-06-08, absent 2021-01-25)
Form ADVobserved 6 days ago
Occurred
Jan 25, 2021
Control person left
Hausman Margaret Santori (Chief Compliance Officer) no longer on Schedule A of Santori & Peters (listed 2020-06-08, absent 2021-01-25)
Form ADVobserved 6 days ago
Occurred
Feb 7, 2018
Regulatory AUM changed
Santori & Peters reported RAUM $224.0M, up 119% from $102.2M (2017-04-25 to 2018-02-07)
Form ADVobserved 6 days ago
$122M
Occurred
Apr 18, 2017
First Form ADV filing
Santori & Peters filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:647d4f2f-1992-6f02-6c29-fec86bd446a3
First observed: Feb 29, 2012
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SANTORI & PETERS

SANTORI & PETERS, INC., CRD 105978

CANONSBURG, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:647d4f2f-1992-6f02-6c29-fec86bd446a3

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NORMAN JOSEPH SANTORI

Certified Financial Planner|Chartered Financial Consultant

Bonita Springs, FL | Canonsburg, PA

n/a

RYAN PATRICK NEUPAVER

Certified Financial Planner

CANONSBURG, PA

Albert James Fletcher

n/a

CANONSBURG, PA

n/a

CONNIE LYNN RAVELLA

n/a

CANONSBURG, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NEUPAVER, RYAN, PATRICK

CHIEF COMPLIANCE OFFICER/PRESIDENT/VICE PRESIDENT/SECRETARY/TREASUER

yes

01/2021

Feb 7, 2018

Dec 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NORMAN J. SANTORI

n/a

RYAN PATRICK NEUPAVER

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$433M

n/a

2024

Mar 18, 2025

$390M

n/a

2023

Mar 28, 2024

$330M

n/a

2022

Mar 1, 2023

$417M

n/a

2021

Mar 28, 2022

$476M

n/a

2020

Jan 25, 2021

$402M

n/a

2019

Mar 9, 2020

$337M

n/a

2018

Feb 26, 2019

$290M

n/a

2017

Feb 7, 2018

$224M

n/a

2011

Feb 29, 2012

$71.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$433M

$390M

11.2%

$417M

1.3%