Santori & Peters

Retirement Plan Advisor

Canonsburg, PA

About Santori & Peters

<p>Fee-only advice is central to how Santori &amp; Peters works with clients across the Pittsburgh metro. Headquartered in Canonsburg, Pennsylvania, the firm is a registered investment advisor (RIA) that manages $0.3B in assets (2026).</p> <p>The team focuses on wealth management for families, individuals, and business owners. Work often includes financial planning, investment strategy design, and support around wealth accumulation, preservation, and transfer.</p> <p>Santori &amp; Peters also handles corporate retirement planning and acts as a <a href="/retirement-plans">retirement plan provider</a> for employers that want a stronger benefit for employees. The firm is also available in a 3(21) fiduciary advisor role, giving plan sponsors investment guidance while the sponsor keeps final decision-making authority.</p> <p>What sets the firm apart is its emphasis on values-based planning for business owners, with attention to long-term family and employee outcomes, not just near-term investment performance.</p> <ul> <li>Registered investment advisor (RIA); fee-only compensation structure</li> <li>Headquarters: Canonsburg in the greater Pittsburgh area</li> <li>Wealth management for families, individuals, and business owners</li> <li>Financial planning and investment strategy guidance</li> <li>Corporate retirement planning, including 3(21) fiduciary advisory services</li> </ul>

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).

PlanSponsorAssetsParticipants
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

Other Retirement Plan Advisors in PA