Financial advisers in Suwanee, GA
3 registered investment adviser firms in Suwanee managing $1.2B in assets, based on public SEC Form ADV filings.
Weaver Capital Management, LLC
Suwanee, GA · Est. 2017
Local
- AUM
- $538M
- Per adviser
- $179M
- Advisers
- 3
No reported disclosures
The Lloyd Advisory Group
Suwanee, GA · Est. 2019
Local
- AUM
- $438M
- Per adviser
- $73M
- Advisers
- 6
No reported disclosures
Legacy Planning Advisors, LLC
Suwanee, GA · Est. 2018
Local
- AUM
- $234M
- Per adviser
- $29M
- Advisers
- 8
No reported disclosures