Top 3 financial advisor firms in Suwanee

3 SEC-registered financial advisor firms are headquartered in Suwanee, GA, with $1.21B in combined regulatory assets under management. The largest by assets are Weaver Capital Management ($538M), Lloyd Advisory Services ($438M) and Legacy Planning Advisors ($234M).

3
Financial advisor firms: $1.21B
Their combined AUM: $438M
Median firm AUM: 1,730
Clients of the top 3

The 3 largest by assets

1
Weaver Capital Management
RIA
$538M
0.50% to 1.00% a year
2
Lloyd Advisory Services
RIA
$438M
Up to 1.50% a year
3
Legacy Planning Advisors
RIA
$234M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Weaver Capital Management

Weaver Capital Management is an investment adviser based in Suwanee, GA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $538 million, as filed on 4 June 2026.

Weaver Capital Management charges 0.50%–1.00% a year for its Investment Advisory Fees.

Regulatory AUM: $538M
Clients: 203
Advisory staff: 3
Founded: 2005
Fee schedule: 0.50% to 1.00% a year
Minimum account: $2,500,000
Custodians: Charles Schwab
Headquarters: 5400 Laurel Springs Parkway, Suite 303, Suwanee, GA 30024
Phone: 678-341-1333
Website: weavercapital.com

No. 2 · RIA

Lloyd Advisory Services

Lloyd Advisory Services is an investment adviser based in Suwanee, GA, registered with the SEC since 2019. It provides investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $438 million, as filed on 25 March 2026.

Lloyd Advisory Services charges up to 1.50% a year for its Asset Management Services.

Regulatory AUM: $438M
Clients: 1,262
Advisory staff: 6
Fee schedule: Up to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 3575 Lawrenceville Suwanee Road, Suwanee, GA 30024
Phone: 770-932-0387
Website: lloydadvisorygroup.com

No. 3 · RIA

Legacy Planning Advisors

Legacy Planning Advisors is an investment adviser based in Suwanee, GA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $234 million, as filed on 3 February 2026.

Regulatory AUM: $234M
Clients: 265
Advisory staff: 8
Founded: 2018
Headquarters: 5400 Laurel Springs Parkway, Suite 101, Suwanee, GA 30024
Phone: 770-919-2075
Website: legacyplanningadvisors.com

Questions about financial advisors in Suwanee

How many financial advisor firms are headquartered in Suwanee?

3 SEC-registered financial advisor firms report their principal office in Suwanee, GA, managing $1.21B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Suwanee?

Weaver Capital Management, with $538M in regulatory assets under management on its latest Form ADV. The next largest are Lloyd Advisory Services ($438M) and Legacy Planning Advisors ($234M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Suwanee?

The median firm manages $438M in regulatory assets. That is the midpoint of the 3 firms headquartered in Suwanee.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Suwanee?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Suwanee has 3 financial advisor firms; see every adviser in the city →