RIA Intel›Advisers›Pennsylvania›DIMATTEO FINANCIAL GROUP, INC.

DIMATTEO FINANCIAL GROUP, INC.

Advisory

CHADDS FORD, PA

Data as of Jun 15, 2026 · Source: SEC Form ADV

Rank in PA

#1,077

of 1,528 advisers by AUM

Average account

$258K

across 164 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 15, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$0

Non-Discretionary AUM$42M

Discretionary %0%

Total Clients98

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InDE, MD, NY, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

98 clients

The full client-type breakdown and the share of AUM each category represents.

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