🤫 Directory · consent-first

Near 34228. Longboat Key.

24 financial advisors & firms and 0 insurance agents verified near Longboat Key, FL — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 34228

Caim LLC0 mi

RIA firm · Longboat Key, FL 34228 · Registered investment adviser · $318M AUM

CRD 144946 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Century Business & Financial Services0 mi

RIA firm · Longboat Key, FL 34228 · Registered investment adviser · $14M AUM

CRD 328164 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Tactical Investments0 mi

RIA firm · Longboat Key, FL 34228 · Registered investment adviser · $5M AUM

CRD 328761 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Peninsula Asset Management INC6.8 mi

RIA firm · Bradenton, FL 34205 · Registered investment adviser · $284M AUM

CRD 108600 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Moseley Investment Management, INC.6.8 mi

RIA firm · Bradention, FL 34205 · Registered investment adviser · $457M AUM

CRD 124152 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Williams Wealth Management Group, INC.6.8 mi

RIA firm · Bradenton, FL 34205 · Registered investment adviser · $161M AUM

CRD 147341 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Parker Financial Planning, LLC.6.8 mi

RIA firm · Bradenton, FL 34205 · Registered investment adviser · $12M AUM

CRD 147413 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pullen Investment Management6.8 mi

RIA firm · Bradenton, FL 34205 · Registered investment adviser · $221M AUM

CRD 310149 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

AK Investing7.1 mi

RIA firm · Sarasota, FL 34243 · Registered investment adviser · $26M AUM

CRD 305293 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insight Family Financial7.1 mi

RIA firm · Sarasota, FL 34243 · Registered investment adviser · $1M AUM

CRD 317633 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Setchfield Asset Management7.2 mi

RIA firm · Bradenton, FL 34209 · Registered investment adviser · $193M AUM

CRD 113289 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

J. L. Bainbridge & CO., INC.7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $1.4B AUM

CRD 108058 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Investment Advisory Group LLC7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $1.2B AUM

CRD 109445 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Miller Value Partners, LLC7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $418M AUM

CRD 110632 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Platinum Planning, INC.7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $33M AUM

CRD 120213 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Perigee Capital, LP7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $426M AUM

CRD 122085 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Glaxis Capital Management, LLC7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $161M AUM

CRD 134227 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Couture Financial INC.7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $28M AUM

CRD 134303 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Goar, Endriss & Walker, P.A.7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $26M AUM

CRD 142160 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Broad Reach Wealth Management, LLC7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $35M AUM

CRD 146128 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Path Financial, LLC7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $40M AUM

CRD 146891 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vioni Capital Management, LLC7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $85M AUM

CRD 149927 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Arlen Wealth Management, LLC7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $70M AUM

CRD 150618 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eulav Asset Management7.3 mi

RIA firm · Sarasota, FL 34236 · Registered investment adviser · $4.9B AUM

CRD 156397 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Longboat Key, FL.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 34228. Longboat Key.

24 financial advisors & firms and 0 insurance agents verified near Longboat Key, FL — every one cited to the regulator, claimable and removable by the person named.

Find your person