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Firm profile

Diccianni Financial Group, Inc..

EAST NORRITON, PACRD 149332Latest ADV March 31, 2026

Diccianni Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in East Norriton, PA. Its latest Form ADV filing, dated March 31, 2026, reports $129M in regulatory assets under management, 4 employees, and 336 accounts.

Assets Under Management
$129M
Employees
4
Offices
--
Total Clients
321
Primary office
EAST NORRITON, PA
333 WEST GERMANTOWN PIKE, EAST NORRITON, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOCynthia D. Diccianni
CCOCynthia D. Diccianni

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 84.7% of total clients.
Top client categories% of clientsClients
1
Individuals
84.7%
272
2
HNWI
13.7%
44
3
Pension Plans
1.6%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$129Mas of March 31, 2026
Discretionary100.0%
$129M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$129M
Total Accounts336
10Y AUM Change+$18M (+15.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee80:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.