AdFi
SW

Strategic Wealth Investment Group, LLC

SEC Registered
Assets Under Management
$1B–$5B
Office Locations
18 offices
Total Accounts
8606

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

Matthew James Dicken
FOUNDER/CEO
Dustin Stanley
PARTNER
Jordan Schwartz
PARTNER

Office locations

18 offices in 11 states
KY
LouisvilleHQ
AZ
Peoria
VA
Vienna
TX
Austin
TX
Fort Worth
OH
Mason
NC
Raleigh
NC
Charlotte
CO
Denver
CO
Westminster
TX
Dallas
WA
Bellevue
IN
Plainfield
IN
Indianapolis
FL
Tampa
TX
Houston
KY
Lexington
GA
Atlanta

Advisors at this firm

31 advisors in the directory

Phillis Sax Pilvinis
Investment Adviser Representative
Investment Adviser Representative
Michael David Reeves
Investment Adviser Representative
Investment Adviser Representative
Matthew James Dicken
Investment Adviser Representative
Investment Adviser Representative
Peter Casey Gayle
Investment Adviser Representative
Investment Adviser Representative
Jason Barrett Moore
Investment Adviser Representative
Investment Adviser Representative
Joshua Matthew Smith
Investment Adviser Representative
Investment Adviser Representative
John Mathew Gehri
Investment Adviser Representative
Investment Adviser Representative
Jordan Schwartz
Investment Adviser Representative
Investment Adviser Representative
Shawn Robert Harper
Investment Adviser Representative
Investment Adviser Representative
Jacob Provart
Investment Adviser Representative
Investment Adviser Representative
Tyler McIntyre Walbridge
Investment Adviser Representative
Investment Adviser Representative
Thomas Warren Reilly
Investment Adviser Representative
Investment Adviser Representative
Robert Thomas De Lessio
Investment Adviser Representative
Investment Adviser Representative
Scott Michael Pilvinis
Investment Adviser Representative
Investment Adviser Representative
Austen Joseph Leninger
Investment Adviser Representative
Investment Adviser Representative
Quinn Teague
Investment Adviser Representative
Investment Adviser Representative
Thomas Joseph Treshock
Investment Adviser Representative
Investment Adviser Representative
Erik Richard Bosman
Investment Adviser Representative
Investment Adviser Representative
Grant Robert Sandberg
Investment Adviser Representative
Investment Adviser Representative
Nicholas Tieri
Investment Adviser Representative
Investment Adviser Representative
Spencer Bryzeal
Investment Adviser Representative
Investment Adviser Representative
Bradley Scott Gaines
Investment Adviser Representative
Investment Adviser Representative
Madeleine Rose Muldoon
Investment Adviser Representative
Investment Adviser Representative
Ashlie Danielle Dague
Investment Adviser Representative
Investment Adviser Representative
Aaron Kinsey
Investment Adviser Representative
Investment Adviser Representative
Andrew Seter
Investment Adviser Representative
Investment Adviser Representative
John Luke Robinson
Investment Adviser Representative
Investment Adviser Representative
Hairo Jose Rodriguez Pena
Investment Adviser Representative
Investment Adviser Representative
Dominic Portaro
Investment Adviser Representative
Investment Adviser Representative
David Dreier
Investment Adviser Representative
Investment Adviser Representative
Jonathan Matthew Weston
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#165474
SEC Number
801-117642
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly
Minimum: $7,500 (waivable)

Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Strategic Wealth Investment Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Strategic Wealth Investment Group in Louisville, KY