City
Wealth management firms in Longwood, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Longwood, Florida reported $811.1 million in regulatory assets under management; the largest by assets was Tim Looney Investments, LLC, with $490.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $811.1 million
- Average per firm
- $135.2 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Tim Looney Investments, LLC | SEC | $490.3 million | 1,255 |
| 2 | Siler Wealth Management | SEC | $188.6 million | 1,165 |
| 3 | Avanti Wealth Management | State | $55.6 million | 214 |
| 4 | Royal Palm Investment Advisors, Inc | State | $39.8 million | 241 |
| 5 | Longview, Inc. | State | $24.9 million | 157 |
| 6 | O'Toole Strategic Investments LLC | State | $12.1 million | 74 |
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.