Top financial advisors in Suwanee, GA
We’ve curated a list of the best financial advisors in Suwanee, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$270,491,564
Number of advisors
4 advisors
| $270,491,564 | 4 advisors | |
| 2 |
Assets under management
$68,146,000
Number of advisors
4 advisors
| $68,146,000 | 4 advisors | |
| 3 |
Assets under management
$46,383,719
Number of advisors
2 advisors
| $46,383,719 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Suwanee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Suwanee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Weaver Capital Management, LLC
Weaver Capital Management, LLC is a fee-only investment advisory firm founded in 2005, with a heritage dating back over 30 years. The firm specializes in private wealth management, discretionary investment management, and retirement plan advisory services. Operating under a fiduciary business model, Weaver Capital is compensated based on a percentage of assets under management, with a minimum annual fee of $10,000. Clients can choose between Investment Management and Wealth Management services, which include financial planning, investment strategy development, and access to a network of professionals. The firm's investment philosophy focuses on risk management and offers a range of investment options, including individual securities, ETFs, mutual funds, and fixed income securities. Weaver Capital provides investment discretion to clients, allowing for either discretionary or non-discretionary management of their portfolios. The firm's President, DeWitt T. Weaver, III, is a Certified Financial Planner with extensive experience in financial planning and investment management. DeWitt oversees all client accounts and conducts regular reviews to ensure alignment with clients' financial goals. The firm does not have any disciplinary events to report and operates with transparency regarding fees, investment strategies, and potential risks. Clients are provided with detailed account statements, performance reports, and access to a client portal for daily updates on their investments.
$270,491,564 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesCenturion Advisory Group, Inc
Centurion Advisory Group, Inc. is a registered investment advisory firm based in Suwanee, Georgia, established in 2006. The firm specializes in providing financial planning, investment management, and general consulting services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Centurion Advisory Group offers financial planning services with a minimum annual fixed fee of $1,000 and investment management services with a minimum portfolio value of $500,000 and ongoing fees up to 2% of assets. Clients can choose to work with the firm on a discretionary or non-discretionary basis, allowing for varying levels of control over their investment portfolios. The firm's investment philosophy focuses on building long-term wealth through a mix of stock and bond funds, ETFs, and individual securities, utilizing fundamental and technical analysis. Centurion Advisory Group does not engage in performance-based fees or side-by-side management. Clients receive regular portfolio reviews and reports, and the firm does not vote proxies related to client securities. The principal owners of the firm are Randy R. Brunson and Charles Reavis. For more information, visit www.CenturionAG.com or contact (770) 817-0525.
$68,146,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
ONE-TIME ONBOARDING FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesCapital Research Advisors, LLC
Capital Research Advisors, LLC is an investment advisor firm registered in Georgia and Texas, founded in 2003 by Kenneth Graves. The firm specializes in using mathematically designed investment models for asset management, including fixed-income assets, broad-based equity indexes, equity sector assets, and alternative asset classes. They offer financial game plans for clients to assess their net worth and investments. The firm also provides Unified Managed Account programs for outside investment advisors. Capital Research Advisors charges annual fees based on a percentage of assets under advisement, with negotiable rates. They do not use performance-based fees and primarily serve individuals, families, high-net-worth individuals, and businesses. The firm's investment strategies include long-term purchases, short-term purchases, and trading. Clients have the option to have fees deducted from their accounts or billed directly. Capital Research Advisors does not have custody of client assets, and clients receive quarterly statements from the custodian. The firm may manage assets on a discretionary basis and does not vote for client proxies. Clients are encouraged to review their accounts annually with the firm. For any questions, clients can contact the Chief Compliance Officer, Kenneth D. Graves.
$46,383,719 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Suwanee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Suwanee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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