CRD: 155988
Dimatteo Financial Group
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-16-2011
- Office Locations
- 1
Office Locations
About Dimatteo Financial Group
DiMatteo Financial Group is an independent advisory firm in Chadds Ford, PA providing comprehensive financial planning and personalized investment strategies, with a focus on retirement planning (401(k)s, IRAs) and insurance planning including long-term care as well as business health coverage. The team includes former Vanguard crewmembers, and client assets are custodied with firms such as Schwab and Vanguard.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 98 clients, or 98 clients per representative. That equates to $431.6K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on June 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Vehicles
- Services
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The full Dimatteo Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN N DIMATTEO
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4662670
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,294,804 | -- |
| Total | $42,294,804 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Dimatteo Financial Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.