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City

Independent RIAs in Longboat Key, Florida

As of October 2, 2026, 5 independent wealth management RIAs with their main office in Longboat Key, Florida reported $575.0 million in regulatory assets under management; the largest by assets was Silver Lake Advisory Partners, LLC, with $325.3 million.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
5
Regulatory assets under management
$575.0 million
Average per firm
$115.0 million
SEC-registered, of those listed
2 of 5 (40.0%)

Firms by assets

Independent RIAs in Longboat Key, Florida, largest first
#FirmRegistrationRAUMAccounts
1 Silver Lake Advisory Partners, LLC SEC $325.3 million 159
2 Schulmerich & Associates Asset Management, LLC SEC $153.0 million 394
3 Hammer and Company LLC State $77.5 million 31
4 Century Business & Financial Services State $14.2 million 106
5 Tactical Investments State $5.0 million 4

Independent RIAs 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.