RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Ryan Patrick Neupaver
- Title
- president & ccoreportedsantoriandpeters.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Santori & Peters independent RIA currentsince Nov 6, 2017 · Canonsburg, Pa
- Osaic Wealth, Inc. BD affiliatedMar 5, 2014 to Nov 9, 2017 · Carnegie, Pa
- Select Financial Group, LLC formerSep 8, 2010 to Nov 13, 2015 · Carnegie, Pa
- Osaic Wealth, Inc. to Santori & Petersleft Nov 9, 2017, registered Nov 6, 2017 (-3 days) · Other
- Select Financial Group, LLC to Osaic Wealth, Inc.left Nov 13, 2015, registered Mar 5, 2014 (-618 days) · Other · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address