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Family on Beach - three generations

Focusing on your family and business wealth management needs

The Long Wealth Advisory Group combines more than a century of financial services experience working with successful families, individuals, and businesses in the Sarasota Coastal Area. We leverage our long-standing track record and mutigenerational insights to provide tailored guidance based on your unique needs.
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View your accounts, analyze investments, and access exclusive market updates, research, and more.

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We look forward to hearing from you and discussing your financial goals.

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Meet the Team

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By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2022.