Florida · 3 advisers
Financial Advisors in Longboat Key, Florida
Looking for a financial advisor in Longboat Key, Florida? Falists indexes 3 SEC-registered and state-registered investment advisers in Longboat Key — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $318.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$318.0M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Longboat Key
Ranked by AUM · Fees, team & specialties at a glance
CAIM LLC
Longboat Key, FL
AUM
$318.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; SUBADVISOR FEES
941-388-7249
CENTURY BUSINESS & FINANCIAL SERVICES
Longboat Key, FL
AUM
$14.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-786-2412
TACTICAL INVESTMENTS
Longboat Key, FL
AUM
$5.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-216-7417
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Common questions
- How many financial advisors are in Longboat Key, Florida?
- 3 registered investment advisers are listed in our Longboat Key directory, sourced from public SEC filings.
- What types of advisors are in Longboat Key?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Longboat Key?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.