City
Wealth management firms in Lawrenceville, Georgia
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Lawrenceville, Georgia reported $8.9 million in regulatory assets under management; the largest by assets was Wakil Wealth Advisory LLC, with $4.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $8.9 million
- Average per firm
- $1.8 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wakil Wealth Advisory LLC | State | $4.1 million | 57 |
| 2 | Elite Wealthcare LLC | State | $2.9 million | 35 |
| 3 | Winslow Asset Group, LLC | State | $1.2 million | 3 |
| 4 | The Green Group Finance, LLC | State | $727,050 | 5 |
| 5 | Retire Wise, LLC | State | $0 | 0 |
Wealth management firms in Georgia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.