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Best financial advisors in Suwanee, GA

Registered advisers within 25 miles of Suwanee, GA.

Offices
1,491
Firms
591
Combined AUM
$22.0T
Firm-wide filings, not assets booked only here
Clients
3.37M
3,365,117 clients when Item 5C has a number
Avg / client
$6.54M
Combined AUM ÷ clients

Nearby offices

Firms

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SEEDTOB MANAGEMENT COMPANY, LLC
THE LLOYD ADVISORY GROUP
PREMIER FINANCIAL ADVISORY SERVICES, LLC
MERSEREAU, LAZENBY & ROCKAS, L.L.C.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

ALAN MATTHEW SABO
PAUL GREGORY BUSINO
DIANA CAMILA ROSALES-QUINTANILLA
DAUD IBRAHIM HASSAN
DONNIE WILLIAM SANDERS
Jonak Gonzalez
ZHONGQI LUO
Branden J Collins
JOHN D. D. COLEGROVE
JEROME THOMAS HANSEN
KERRY LEE BONSELAAR
RAYMOND JOHN GODLESKI
Abby Christine Reed
STEPHEN DAVID MIMBS
KEVIN ROBERT O'BRIEN
James Ethan Jackson
SHERRY LEE MURPHY
RICHARD EVAN LEVINE
MARK ALAN LLOYD
Shaun Paul Duffy
ANDREW BURTON JONES
JAMES BLAKE MORRIS
Mark Alan Lloyd
Andrew Jacob Lloyd
RICHARD SAMUEL BRYSON
STEVEN OSCAR WYKOFF
Laura Elizabeth Rockas
TIMOTHY DAGGETT MERSEREAU
Craig Allen Bansbach
CHARLES LESLIE FRAZIER
JESSE MITCHELL FRAZIER
DEREK MAURICE LAWSON

Within 25 miles of Suwanee, GA, Best Investors lists 591 registered investment advisory firms with 1,491 offices nearby, managing about $22.0T in combined regulatory AUM across 3,365,117 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Suwanee

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM