City
Wealth management firms in Suwanee, Georgia
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Suwanee, Georgia reported $1.3 billion in regulatory assets under management; the largest by assets was Weaver Capital Management, LLC, with $537.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $101.3 million
- SEC-registered, of those listed
- 2 of 13 (15.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Weaver Capital Management, LLC | SEC | $537.8 million | 1,004 |
| 2 | Legacy Planning Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $234.0 million | 755 |
| 3 | Mersereau, Lazenby & Rockas, L.L.C. | State | $99.0 million | 230 |
| 4 | Blackthorn Asset Management LLC | State | $80.9 million | 138 |
| 5 | Centurion Advisory Group, Inc | State | $78.7 million | 337 |
| 6 | Truvestor Wealth Management | State | $74.0 million | 156 |
| 7 | Capital Research Advisors, LLC | State | $62.9 million | 154 |
| 8 | Wilson Financial Group, LLC | State | $49.8 million | 97 |
| 9 | Wealthwise Financial Solutions, LLC | State | $49.8 million | 136 |
| 10 | Premier Financial Advisory Services, LLC | State | $37.3 million | 164 |
| 11 | Marathon Wealth Incorporated | State | $12.4 million | 75 |
| 12 | Izett & Associates, LLC | State | $0 | 0 |
| 13 | Ucs Investment Co | 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.