City
Wealth management firms in Lutz, Florida
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Lutz, Florida reported $868.0 million in regulatory assets under management; the largest by assets was PFG Private Wealth Management, LLC, with $289.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $868.0 million
- Average per firm
- $96.4 million
- SEC-registered, of those listed
- 4 of 9 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | PFG Private Wealth Management, LLC | SEC | $289.0 million | 1,202 |
| 2 | Dipaolo Financial Group, Inc. | SEC | $168.0 million | 1,137 |
| 3 | Edmp, Inc. | SEC | $147.4 million | 183 |
| 4 | DMK Advisor Group, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $130.8 million | 779 |
| 5 | Taylor & Williams, Inc. | State | $93.9 million | 442 |
| 6 | SCS Asset Management, Inc | State | $30.2 million | 67 |
| 7 | Carter Ridge Strategic Advisors | State | $5.5 million | 11 |
| 8 | Bayview Financial Planning | State | $3.2 million | 16 |
| 9 | Cima Sports & Wealth Management Inc | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.