Firms by city
Registered investment advisers in Lutz, FL
4 SEC-registered advisers headquartered in Lutz, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| PFG Private Wealth Management | Lutz, FL | $289M |
| DiPaolo Financial Group | Lutz, FL | $168M |
| Edmp | Lutz, FL | $147M |
| DMK Advisor Group | Lutz, FL | $131M |
- Headquarters
- Lutz, FL
- Regulatory AUM
- $289M
- Headquarters
- Lutz, FL
- Regulatory AUM
- $168M
- Headquarters
- Lutz, FL
- Regulatory AUM
- $147M
- Headquarters
- Lutz, FL
- Regulatory AUM
- $131M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lutz on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.