City
Wealth management firms in Longboat Key, Florida
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 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
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 |
Wealth management firms 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.