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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Suwanee, GA

Every SEC-registered investment adviser representative at a firm office in Suwanee, with the firms that employ the most of them.

The short answer

95 registered advisors work in Suwanee; the most are at Ameriprise Financial Services, LLC (10). 16 list the CFP designation and 72 are also registered broker representatives.

Firms with the most advisors in Suwanee

FirmAdvisors in Suwanee
Ameriprise Financial Services, LLC news10
Cetera Investment Advisers LLC news6
LPL Financial LLC news6
Osaic Wealth, Inc. news6
The Lloyd Advisory Group6
J.P. Morgan Securities LLC news5
Legacy Planning Advisors, LLC5
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
State Farm Investment Management Corp.4
Wells Fargo Clearing Services, LLC news4
Pfs Investments Inc.3
Raymond James Financial Services Advisors, Inc. news3
Strategic Advisers LLC3
Weaver Capital Management, LLC3
Cambridge Investment Research Advisors, Inc. news2
Capital Research Advisors, LLC2
Centurion Advisory Group, Inc.2
Mersereau, Lazenby & Rockas, L.L.C.2
Stonex Advisors Inc.2
Arkadios Wealth Advisors1
Blackthorn Asset Management LLC1
Brookstone Capital Management LLC1
Centurion Wealth Management LLC1
Commonwealth Financial Network news1
Equitable Advisors, LLC news1

Advisors in Suwanee, A to Z

CFP advisors in Suwanee →

Other cities in Georgia

All of Georgia →

Atlanta 4,322Alpharetta 1,100Marietta 306Savannah 296Athens 206Duluth 205Augusta 162Macon 162Cumming 160Roswell 151Woodstock 135Gainesville 124Columbus 121Peachtree City 118Kennesaw 104Watkinsville 88Sandy Springs 84Lawrenceville 76Canton 69Decatur 63Valdosta 63Newnan 62Rome 59Peachtree Corners 58

Questions

How many financial advisors are in Suwanee, GA?

95 investment adviser representatives are registered at firm offices in Suwanee, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 72 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Suwanee?

Ameriprise Financial Services, LLC, with 10 registered advisors in Suwanee, followed by Cetera Investment Advisers LLC with 6.

How do I check a financial advisor in Suwanee?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.