About Santori & Peters
Santori & Peters, Inc. is a registered investment advisor (RIA) firm based in Canonsburg, PA, proudly serving clients in the greater Pittsburgh area and beyond. Specializing in wealth management for families, individuals, and business owners, the firm offers comprehensive financial planning, investment strategies, and corporate retirement planning services. With a focus on creating lasting legacies, Santori & Peters helps clients navigate wealth transfer, preservation, and accumulation. Their team of experienced wealth advisors is dedicated to providing guidance to help clients make informed financial decisions aligned with their goals. They are a fee-only firm, ensuring that their compensation comes solely from their clients, fostering trust and transparency. Santori & Peters excels in helping successful business owners clarify their values and achieve their aspirations beyond just financial success, fostering generational strength. They emphasize the importance of investing in employees' future stability through robust corporate retirement plans, cementing their commitment to holistic financial well-being.
Website: https://santoriandpeters.com/
Office Locations
- Canonsburg, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $250.0M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | FIRELANDS REGIONAL HEALTH SYSTEM, OH | $75M | 1,789 |
| FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | FIRELANDS REGIONAL HEALTH SYSTEM, OH | $60M | 1,762 |
| FIRELANDS REGIONAL MEDICAL CENTER 403(B) PLAN | FIRELANDS REGIONAL MEDICAL CENTER, OH | $55M | 1,076 |