WEAVER CAPITAL MANAGEMENT, LLC
Suwanee, GA
AUM
$537.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
678-341-1333
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA, SUWANEE
9 advisers found
THE LLOYD ADVISORY GROUP
Suwanee, GA
AUM
$437.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
770-932-0387
LEGACY PLANNING ADVISORS, LLC
Suwanee, GA
AUM
$234.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
770-919-2075
MERSEREAU, LAZENBY & ROCKAS, L.L.C.
Suwanee, GA
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
770-614-6800
CENTURION ADVISORY GROUP, INC
Suwanee, GA
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
770-817-0525
CAPITAL RESEARCH ADVISORS, LLC
Suwanee, GA
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
770-925-1000
WILSON FINANCIAL GROUP, LLC
Suwanee, GA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(770) 447-9426
PREMIER FINANCIAL ADVISORY SERVICES, LLC
Suwanee, GA
AUM
$37.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
404-921-9755
CENTURION WEALTH MANAGEMENT LLC
Suwanee, GA
AUM
$22.2M
Trusts & Estates
Team
1 advisors
Clients
—
Fees
REFERRAL FEES
770-385-1118
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