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Top 3 financial advisor firms in Lutz

3 SEC-registered financial advisor firms are headquartered in Lutz, FL, with $604M in combined regulatory assets under management. The largest by assets are PFG Private Wealth Management ($289M), DiPaolo Financial Group ($168M) and Edmp ($147M).

3
Financial advisor firms
$604M
Their combined AUM
$168M
Median firm AUM
1,001
Clients of the top 3

The 3 largest by assets

  1. 1
    PFG Private Wealth Management

    RIA

    $289M

  2. 2
    DiPaolo Financial Group

    RIA

    $168M

  3. 3
    Edmp

    RIA

    $147M

Profiles of the top 3

No. 1 · RIA

PFG Private Wealth Management

PFG Private Wealth Management is an investment adviser based in Lutz, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $289 million, as filed on 13 March 2026.

PFG Private Wealth Management charges 0.50%–1.45% a year for its Portfolio Management Fees.

Regulatory AUM
$289M
Clients
478
Advisory staff
7
Fee schedule
0.50% to 1.45% a year
Custodians
Charles Schwab
Headquarters
18572 N. Dale Mabry Hwy, Lutz, FL 33548
Phone
813-286-7776
Website
pfgprivatewealth.com

No. 2 · RIA

DiPaolo Financial Group

DiPaolo Financial Group is an investment adviser based in Lutz, FL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $168 million, as filed on 17 April 2026.

DiPaolo Financial Group charges 0.90%–1.10% a year for its Portfolio Management Fees.

Regulatory AUM
$168M
Clients
408
Advisory staff
3
Fee schedule
0.90% to 1.10% a year
Custodians
Charles Schwab
Headquarters
4635 Van Dyke Road, Lutz, FL 33558
Phone
813-475-3130
Website
dipaolofinancial.com

No. 3 · RIA

Edmp

Edmp is an investment adviser based in Lutz, FL, registered with the SEC since 1993. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $147 million, as filed on 5 March 2026.

Regulatory AUM
$147M
Clients
115
Advisory staff
2
Custodians
Charles Schwab
Headquarters
136 Whitaker Road, Suite A, Lutz, FL 33549
Phone
813-960-9600

Questions about financial advisors in Lutz

How many financial advisor firms are headquartered in Lutz?

3 SEC-registered financial advisor firms report their principal office in Lutz, FL, managing $604M in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Lutz?

PFG Private Wealth Management, with $289M in regulatory assets under management on its latest Form ADV. The next largest are DiPaolo Financial Group ($168M) and Edmp ($147M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Lutz?

The median firm manages $168M in regulatory assets. That is the midpoint of the 3 firms headquartered in Lutz.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Lutz?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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