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Santori & Peters
Founded in 1993, the Monroeville-originated firm now operates from Canonsburg, Pennsylvania. The firm has maintained a narrow practice — financial planning,...
Santori & Peters
Founded in 1993, the Monroeville-originated firm now operates from Canonsburg, Pennsylvania. The firm has maintained a narrow practice — financial planning, portfolio management, and corporate retirement plan services — serving a client base composed primarily of business owners and their families. No identifiable single-family wealth source or originating principal is disclosed. Santori & Peters structures its advisory services around three wealth phases: accumulation, preservation, and transfer. The firm delivers portfolio management and financial planning, with a website emphasis on corporate retirement plan sponsorship — advising plan sponsors on employee outcomes. Publicly verifiable specific holdings, investment strategies, or asset-class allocations are not disclosed. The firm operates from a single office at 380 Southpointe Boulevard in Canonsburg, western Pennsylvania. Total team size and assets under advisement are not reported. Santori & Peters does not disclose philanthropic vehicles, associated operating companies, or peer-network memberships. Santori & Peters functions as a traditional, local-regional registered investment adviser. Its structure — a for-profit advisory firm serving business-owner families rather than a single-family office — distinguishes it from multi-billion-dollar family-capital platforms.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Canonsburg
Corporate office
380 Southpointe Blvd Suite 130, Canonsburg, PA 15317, United States
Frequently asked questions
Who does Santori & Peters serve as an investment adviser?
The firm primarily serves business owners, individuals at various stages of wealth transfer, preservation, and accumulation, and sponsors of corporate retirement plans. Its client base includes individuals, pensions, and profit-sharing plans. The firm’s website highlights advisory services for closely held business owners aiming to create a multigenerational legacy.
What investment advisory services does Santori & Peters provide?
Santori & Peters offers portfolio management, financial planning, and corporate retirement planning services. For business owners, the firm emphasizes wealth transfer and legacy planning. For retirement plan sponsors, it provides guidance intended to improve employee outcomes and plan effectiveness.
Is Santori & Peters a single-family office?
No. Santori & Peters is a registered investment adviser and wealth management firm based in Pennsylvania, serving multiple external clients. It is not structured as a single-family office. Its model resembles that of a local-regional advisory practice rather than a dedicated family-capital platform.
Does Santori & Peters disclose the assets it manages or advises on?
Santori & Peters does not disclose total regulatory assets under management or assets under advisement. No Form ADV summary or public filing detailing its AUM has been referenced by the firm on its website or in its associated public records.
What is Santori & Peters' geographic footprint?
The firm operates from a single office location in Canonsburg, Pennsylvania, within the Southpointe business park. No additional offices or out-of-state advisory locations are disclosed.
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