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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

WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PROSPERITY CAPITAL ADVISORS
CAPTRUST
BIP WEALTH, LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
ALBRITTON CAPITAL MANAGEMENT CO
CWPIM
HB WEALTH
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

ANN FUGATE WALL
MONICA ANDREA DEMICHELE
DIANE MARIE HOUGHTON
CHRISTOPHER WILKES HARPER
MARK WHITNEY TULLER
STEVEN EDWARD SILVEY
MARVIN WALTON CHRISTIAN
ROBERT CONWAY BISHOP
AVERY KENYON
Jamie R Klinnert
HOLLEY JANE KENYON
ANN CAROLINE HINTZ
BRYAN PAUL GRUSKOWSKI
VANESSA ELENA BROWN
DANIEL PHILIP AIELLO
MARK EDWARD RAMSEY
JOHN CHARLES JACKLE
SHEILA ADAIR JACOBS
KEVIN JOHNS
JOSHUA HAYES FOY
DENNIS TREVON HARMON
CHARLES DAVID LISTER
ROBERT KEITH BOLTAX
CHRISTOPHER JAMES PHILLIPS
TODD DWAIN GAUTHIER
SYLVIA DELANE CROW
DAVID WRIGHT MAYS
ARASH JOHN ASSADZADEH
CHRISTOPHER ALLEN PIERCE
AUDREY MARIE WATSON-ATKINSON
Jonathan Kent Burklow
MATTHEW DAVID LUBERT
DIANE MARIE MALDONADO
Thomas Dustin Fluent
BRITAIN W PIERCE
KAREN ANN WINTERING
CYNTHIA MAE NOFI
MARK PERDUE MILLER
TYLER DUANE HUCK
KURT M ARSENEAU
Evan Melcher
THOMAS EDWARD COSTELLO
Zachary Sadler
LARRY EUGENE ELLIOTT
Michelle Caroline Miller
Nicole Groomes-Kelly
Chase Raymond Murray
Jeremy Ryan Hermida
MATTHEW MITCHELL SPEED
ROSS ALLEN HUGHES
Mikhail Osborne Harmon
XAVIER ABRAHAM HERSCHBERG
Andrew Malone
Matthew Hand
Jesse-Jelle Boot
Charles Allen Crowley
Sean Michael Devine
KRISTOPHER LEE KOWALSKI
JENNIFER JORDAN JOHNSTON
MITCHELL LAWRENCE MANN
Cynthia Rose Wilson
TANA ACKERLY GILDEA
JAMES MILTON PULLEN
JENNIFER PAIGE BACHELOR
JOHN DANIEL BOCHNIAK
WAYNE DANIEL MOSS
Kelsey McDougall Stone
Anastashia Stella
MARGO MARIE BRYK
KEVIN S KRAUS
HUGH ALBRITTON
JOHN PATRICK ROUGHEN
David Wayne Spinks
RICHARD JONES
AUTUMN JONES
JEANNE MARIE KERNEY
RICHARD JONES

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