What The Longo Group does

The Longo Group is a privately held, family-owned registered independent advisory firm headquartered at 2054 Gause Boulevard East in Slidell, Louisiana, providing comprehensive wealth management and investment advisory services to individuals, families, and business owners in Southeast Louisiana. Founded approximately 1985–1986 and led by siblings Ted Longo (President) and Steve Longo (Vice-President), the firm has built relationships that now extend into a fourth generation of families, underpinned by a proactive, in-person, relationship-based service model and a fiduciary commitment. Its five integrated service lines are Investments, Retirement, Estate Guidance Services, Advice and Guidance, and Tracking Progress, delivered by a team of roughly 10 professionals that includes senior advisors, operations, and client associates.

The firm operates on a recurring advisory-fee model through the Sanctuary Wealth open-architecture platform, with securities offered through Sanctuary Securities, Inc. (Member FINRA, SIPC) and advisory services through Sanctuary Advisors, LLC (SEC Registered Investment Advisor). Custody, execution, and global research are provided through BNY Mellon Pershing, while client-facing financial planning is delivered via the eMoney portal. Its technology stack is entirely vendor-mediated; the firm does not operate proprietary AI, data, or product infrastructure.

Go-to-market is sales-led and depends on personal referrals, long-tenured client relationships, proactive phone and in-person outreach, and content distribution through the firm's website (longogroup.net). Revenue is generated via subscription/recurring advisory fees; pricing is not publicly disclosed and the firm operates with a headcount and geographic footprint consistent with a boutique, regionally focused advisory practice.

Name

The Longo Group

Legal name

The Longo Group

Website

https://longogroup.net

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

The Longo Group is a privately held, family-owned registered independent advisory firm based in Slidell, Louisiana, providing comprehensive wealth management, retirement, and estate planning services to individuals, business owners, and multi-generational families in Southeast Louisiana through recurring advisory fees, the Sanctuary Wealth platform, and BNY Mellon Pershing custody.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Financial planning
• Investment advisory
• Retirement planning
• Estate planning

Headquarters

HQ city

Slidell

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: The firm operates as a registered independent advisory firm providing financial planning and investment solutions. Securities are offered through Sanctuary Securities, Inc. and advisory services through Sanctuary Advisors, LLC. Revenue is generated through advisory fees for comprehensive wealth management services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

The Longo Group is a registered independent wealth management advisory firm that provides comprehensive financial planning and investment solutions to individuals, families, and business owners facing complex financial challenges. Its service portfolio spans investments (alternative investments, equity/fixed-income strategies, managed accounts, market-linked investments), retirement planning and income management, estate guidance services (charitable giving, trusts, insurance), advice and guidance (goals-based wealth management, tax minimization, education funding), and tracking progress (asset measurement and client reviews). Securities are offered through Sanctuary Securities, Inc. and advisory services through Sanctuary Advisors, LLC, with the firm operating as a DBA under both.

Product overview

The Longo Group is a wealth management advisory firm offering comprehensive financial planning and investment solutions to individuals, families, and business owners. Their service portfolio consists of five integrated core offerings: Investments (covering alternative investments, equity/fixed-income strategies, managed accounts, and market-linked investments), Retirement planning and income management, Estate Guidance Services (including charitable giving, trusts, and private foundations), Advice and Guidance (goals-based wealth management, tax minimization, education funding), and Tracking Progress (asset measurement and client reviews). These services work together as a unified comprehensive wealth management approach, with the firm acting as a registered independent advisor providing fiduciary guidance across all phases of clients' financial lives.

Differentiator

Problem solved

Functional benefit

Products and services

• Investments

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Sanctuary WealthcoreStrategic or Co-development PartnerPartner firm of Sanctuary Wealth, a wealth management platform providing access to a wide range of wealth management services. Through Sanctuary, the firm operates in an open architecture, empowering objective advice and fulfilling fiduciary duty. Utilizes the platform's advanced technology and resource systems.
• BNY Mellon PershingcoreTechnology or IntegrationDraws on the strength and resources of BNY Mellon's Pershing, a leading global provider of financial business solutions for 80 years serving many of the world's most respected financial organizations. Pershing has approximately $1.8 trillion in global client assets and net capital of over $2.0 billion.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Edward Jones: Large national wealth advisory firm serving individuals, families, and business owners with personalized financial planning and investment services. Directly comparable in target customer (HNW individuals and families) and breadth of wealth services, though far larger in scale.
• Schwab Wealth Advisory: Charles Schwab's fee-based advisory service delivering personalized wealth management to retail and HNW investors. Comparable as a competing fiduciary advisory channel for the same customer segments.
• Fisher Investments: Large independent investment management firm serving HNW individuals and institutions with portfolio management services. Comparable in targeting affluent individuals with discretionary investment management.
• Sanctuary Wealth: Sanctuary Wealth is the parent platform of The Longo Group, providing the open-architecture technology, operations, and product access the firm leverages. It is comparable as the overarching RIA platform enabling this and many other partner firms.
• Carson Group: National wealth management platform supporting independent advisor firms with technology, practice management, and back-office support — structurally analogous to Sanctuary Wealth, supporting The Longo Group's peer advisor firms.
• Mariner Wealth Advisors: National independent RIA platform providing comprehensive wealth advisory, tax, estate, and retirement planning to HNW clients. Comparable in fiduciary RIA model and broad service offering.
• Ameriprise Financial: Large diversified financial services firm offering wealth management, retirement planning, and advisory services through a national advisor network. Comparable in targeting individuals and families with comprehensive financial planning needs.
• Creative Planning: Large, fast-growing national RIA offering comprehensive wealth management to individuals and business owners. Comparable in service breadth (retirement, estate, tax, investment management) and customer segments, though national in scope.

Direct peers

• HighTower Advisors: Independent RIA platform supporting breakaway wirehouse and boutique advisors serving HNW individuals and families. Comparable as an alternative platform model where independent advisor firms maintain local autonomy while accessing institutional infrastructure — a direct structural analog to the Sanctuary Wealth model The Longo Group uses.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting independent advisor firms serving individuals and small-business owners. Directly comparable as a competing platform-enabling model for community-rooted advisory firms.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Longo Group