S.G. Long Financial Services
S.G. Long Financial Services is an independent fiduciary advisory firm founded in 1985 in Missoula, Montana, providing investment management, retirement planning, estate strategy, and wealth management services to high-net-worth individuals, families, business owners, and non-profit organizations across the United States.
- Company typePrivate
- Founded1985
- HeadquartersMissoula, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What S.G. Long Financial Services does
S.G. Long Financial Services Inc. is an independent financial advisory and wealth management firm founded in 1985 and headquartered in Missoula, Montana. The firm operates through two wholly-owned subsidiaries: S.G. Long & Company, a FINRA-member broker-dealer, and SGL Investment Advisors, an SEC-registered investment advisor. Together these entities deliver integrated wealth management services to high-net-worth individuals, families, business owners, and non-profit organizations across the United States.
The firm's core offerings revolve around two proprietary investment platforms, SGL Custom Model Portfolios and SGL ETF Model Portfolios, constructed and managed by an in-house investment team led by Chief Investment Officer Rob Richardson. These portfolio products are complemented by a structured wealth management lifecycle methodology (Foundation, Expansion, Transition, Continuity) that bundles retirement planning, estate strategy, business succession, charitable giving, and multi-generational wealth transfer services under a fiduciary standard. Client engagement is delivered through direct consultations, scheduled advisory relationships, and educational content including quarterly market perspectives, podcasts, and a structured resource center.
The business operates on a fee-based advisory revenue model, generating recurring revenue through investment advisory fees and, where applicable, broker-dealer transaction compensation. The firm is privately held with no external venture or private equity ownership identified, and serves clients nationally from its single Montana office. Pricing is quote-based and not publicly disclosed, with engagement scope and complexity determining fees. The firm employs between 11 and 50 people and has maintained continuous operation for four decades, suggesting a stable, mature boutique model rather than a high-growth scaling operation.
S.G. Long Financial Services firmographics
Firmographics- Name
- S.G. Long Financial Services
- Legal name
- S.G Long Financial Services Inc.
- Website
- https://sglong.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- S.G. Long Financial Services is an independent fiduciary advisory firm founded in 1985 in Missoula, Montana, providing investment management, retirement planning, estate strategy, and wealth management services to high-net-worth individuals, families, business owners, and non-profit organizations across the United States.
- Ownership category
- akta.pro rank
S.G. Long Financial Services industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where S.G. Long Financial Services is headquartered
LocationHeadquarters
- HQ city
- Missoula
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
S.G. Long Financial Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based advisory services for investment management, financial planning, and wealth management. Operating as both a registered investment advisor (SGL Investment Advisors) and through broker-dealer services (S.G. Long & Company), the firm generates revenue through advisory fees and potentially transaction-based compensation depending on client engagement.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
S.G. Long Financial Services product offering
Product offeringCore offering
S.G. Long Financial Services is an independent fiduciary financial advisory firm that delivers integrated wealth management, retirement planning, estate strategy, and investment management services to high-net-worth individuals, families, business owners, and non-profit organizations. The firm manages client portfolios through its proprietary SGL Custom Model Portfolios and SGL ETF Model Portfolios, with advisory and securities services delivered through its wholly owned broker-dealer (S.G. Long & Company) and SEC-registered investment advisor (SGL Investment Advisors).
Product overview
S.G. Long Financial Services operates as a unified financial advisory platform offering integrated wealth management services. The core portfolio includes SGL Custom Model Portfolios and SGL ETF Model Portfolios as the primary investment management offerings, complemented by Wealth Management Services, Retirement Planning, Estate Strategy Services, Fiduciary Services, and Non-Profit Services. The firm also provides educational content through Quarterly Perspectives market commentary. All services are delivered under a fiduciary standard with a focus on long-term relationships and coordinated financial planning.
Differentiator
Problem solved
Functional benefit
Brands
- SGL Custom Model Portfolios: Custom investment portfolio models tailored to client needs.
- SGL ETF Model Portfolios
Products and services
- SGL Custom Model Portfolios
- SGL ETF Model Portfolios
- Wealth Management Services
- Retirement Planning
- Estate Strategy Services Legacy planning services extending beyond assets to align wealth with values, prepare future generations, and create continuity supporting family and long-term intent.
- Fiduciary Advisory Services Objective, deliberate financial guidance provided under a fiduciary standard, designed to serve clients' best interests with independence and without conflicts of interest.
- Non-Profit Services Specialized advisory services for non-profit organizations addressing succession, long-term stewardship, and charitable strategy.
- Broker-Dealer Services (S.G. Long & Company) Securities transactions and investment management delivered through S.G. Long & Company, a FINRA-member broker-dealer and wholly owned subsidiary.
Companies that use S.G. Long Financial Services
Customer profileSegments3 records
Ideal customer profiles3 records
S.G. Long Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
S.G. Long Financial Services partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights4 records
S.G. Long Financial Services competitors and assessment
Company assessmentDirect peers
- Carson Group: Independent wealth management firm serving individuals and business owners with retirement, estate, and investment planning under a fiduciary model. Comparable services and HNW focus, with a larger partner-advisor ecosystem.
- Creative Planning: Independent, fiduciary wealth management firm offering comprehensive financial planning, investment management, and tax services to HNW clients. Closely mirrors S.G. Long's integrated advisory approach, scaled nationally.
- Mariner Wealth Advisors: Large independent RIA serving HNW individuals, families, and business owners with integrated wealth, tax, estate, and retirement planning. Highly comparable business model to S.G. Long, though at substantially greater scale and national footprint.
- Fisher Investments: Independent, privately held investment advisory firm managing portfolios for HNW individuals and institutions. Comparable fee-based RIA model with proprietary portfolio management, though more institutionally oriented.
- Cambridge Investment Research: Independent broker-dealer supporting affiliated advisors in delivering wealth management, retirement, and advisory services. Comparable dual RIA + BD structure to S.G. Long's subsidiary model.
Broad incumbents
- Raymond James Financial Services: National broker-dealer and wealth management firm serving individuals, families, and institutions. Comparable wealth management and investment offerings as part of a much broader financial services platform.
- Charles Schwab (Schwab Wealth Advisory): Major incumbent offering investment advisory, wealth management, and brokerage services. Competes for the same HNW audience but as a much larger, diversified platform including custody, ETFs, and self-directed channels.
- Edward Jones: National financial services firm with a large branch network of advisors serving HNW individuals with retirement, investment, and estate planning. Comparable target client and service breadth, scaled nationally.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of advisors with wealth, retirement, and investment solutions. Overlaps with S.G. Long's broker-dealer subsidiary but operates at vastly greater scale as an industry platform.
Emerging players
- Facet Wealth: Digital-first flat-fee financial planning and wealth advisory firm serving HNW clients virtually. Targets a similar HNW planning audience as S.G. Long but competes via a tech-enabled, lower-touch delivery model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
S.G. Long Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
S.G. Long Financial Services leadership team
Management profileNumber of profiles
Profiles1 record
S.G. Long Financial Services subsidiaries and ownership
Company hierarchySubsidiaries2 records
S.G. Long Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
S.G. Long Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about S.G. Long Financial Services
What does S.G. Long Financial Services do?
S.G. Long Financial Services is an independent fiduciary financial advisory firm that delivers integrated wealth management, retirement planning, estate strategy, and investment management services to high-net-worth individuals, families, business owners, and non-profit organizations. The firm manages client portfolios through its proprietary SGL Custom Model Portfolios and SGL ETF Model Portfolios, with advisory and securities services delivered through its wholly owned broker-dealer (S.G. Long & Company) and SEC-registered investment advisor (SGL Investment Advisors).
Is S.G. Long Financial Services a public or private company?
S.G. Long Financial Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was S.G. Long Financial Services founded?
S.G. Long Financial Services was founded in 1985. It employs 11 to 50 people.
Where is S.G. Long Financial Services based?
S.G. Long Financial Services is headquartered in Missoula, United States, in the North America region.
How does S.G. Long Financial Services make money?
One revenue line is on record: investment Advisory Services.
Who are S.G. Long Financial Services's main competitors?
Direct peers on record are Carson Group, Creative Planning, Mariner Wealth Advisors, Fisher Investments and Cambridge Investment Research. Broad incumbents are Raymond James Financial Services, Charles Schwab (Schwab Wealth Advisory), Edward Jones and LPL Financial. Facet Wealth is listed as an emerging player.
Does S.G. Long Financial Services have an API?
No public API is recorded for S.G. Long Financial Services.
What industry is S.G. Long Financial Services in?
S.G. Long Financial Services's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.