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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

LPL FINANCIAL LLC
NORTHSTAR INVESTMENT PARTNERS
NORTHSTAR INVESTMENT PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERICAN WEALTH MANAGEMENT, INC.
PFS INVESTMENTS INC.
CREATIVE PLANNING
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BULL HARBOR CAPITAL LLC.
APOLLON WEALTH MANAGEMENT, LLC
DONALDSON CAPITAL MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
WELLS FARGO CLEARING SERVICES, LLC

Investors

DAVID MURRAY MCINNIS
DAVID ANDREW THOMPSON
Alexander Stoehr
Nicholas Meyer
TERRY BURTON PRILLAMAN
CHRISTOPHER PAUL CANTRELL
ROBERT EDWARD CREAN
GREGORY ALAN LESTER
GAVIN MATTHEW BORZELLO
KEVIN FRANCIS HAUSER
LEE WRIGHT HOLLINGSWORTH
KURT ALAN GRIMMER
JEROME AUGUST BORZELLO
RICHARD JAMES MILLER
BRYAN ZACHARY LEVY
SHAWN MICHAEL MEADE
MELISSA KEMPER BEACH
LANE ALEX STEINBERGER
MICHAEL S JACOBS
BRIAN DAVID HUEY
KELVIN JOHN PETTAWAY
Trevor Esca Pace
Ethan C Latty
KATHERINE LOUISE WITHRITE
T Cole Forester
JOHN ANDERSON CRAWFORD
GREGORY SCOTT MAYFIELD
VICTOR JAMES BOROWSKY
AMY M GIST
Eric Messer
Steven Kinney
Kyle Brady
William Blake Vincent
THOMAS PAUL VITALE
BRANDON GARY GUNTOR
JEFFREY RANDLE BEECHAM
Donna Hardin Rhodes
Sawyer C Green
THOMAS DENNIS RYAN
CHRISTOPHER MICHAEL RAY
JASON DANIEL HUGGINS
KEVIN CHARLES LATTY
MICHAEL SCOTT MCHUGH
RALSTON LEAHMAN DAVIDSON
ROBERT DAVID HAGGARD
ROBERT YU
Sophia Kathryn Drager
OWEN HAYES MALCOLM
MATTHEW ALLEN DUNCAN
ALAN WOODBY
ANDREW SAMUEL BAND
ANDREW GERALD GULLION
WIDMARK DE JESUS CANO
ARTURO RODRIGUEZ

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