Finding a Top Financial Advisor Firm in Suwanee, Georgia
Financial advisors typically have areas of specialty, so it's imperative that you choose one that understands the specific issues you need help with. To help you find and choose an advisor in Suwanee, Georgia, we've compiled this list of the city's top financial advisor firms, along with essential information you need to know. We've included info on each firm's investment strategies, fee schedules, advisory certifications and more. If you’re still unsure of whom to work with, SmartAsset’s financial advisor matching tool can connect you with up to three vetted advisors who serve your area.
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| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 |
Weaver Capital Management, LLC
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|
$277,093,078 | $2,500,000 |
|
Minimum Assets$2,500,000Financial Services
|
| 2 |
Legacy Planning Advisors, LLC
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|
$149,228,000 | $350,000 |
|
Minimum Assets$350,000Financial Services
|
What We Use in Our Methodology
To find the top financial advisors in Suwanee, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Weaver Capital Management, LLC
Weaver Capital Management has hundreds of clients and hundreds of millions in assets under management (AUM). The firm imposes an account minimum of $2.5 million. However, the firm may decide to waive this minimum at its discretion.
Though the staff is small in size, two of Weaver's advisors are certified financial planners (CFPs). Its client base is composed of mostly individuals with less than a high net worth, though it also works with high-net-worth individuals, pension plans, corporations and charities. Weaver is a fee-only firm, which means it and its advisors do not receive commissions from third-party financial product sales.
Weaver Capital Management Background
Weaver Capital Management was founded in 2005, but its predecessor firm, Linksman Financial, first set up shop in 1993. DeWitt Weaver III is the founder and principal owner of the firm. He has more than two decades of experience working with high-net-worth clients. In 2010 he became a Qualified Kingdom Advisor, a designation granted to Christian financial professionals who have completed extensive training in biblical stewardship.
The firm splits its service offerings into two categories: investment management and wealth management. Both include portfolio management and financial goal-setting, among other services. The key difference between them is that wealth management includes the creation of a comprehensive financial plan, whereas investment management does not.
Weaver Capital Management Investment Strategy
Weaver Capital Management works to personalize its investment strategy to each client by talking to them to establish their risk tolerance, financial needs, investment objectives, time horizon and other relevant factors. To determine your risk tolerance, the firm will ask you to complete a questionnaire. Your advisor will then take this information and use it to create an asset allocation and strategy that’s best equipped to produce your desired returns. Weaver typically invests in a combination of individual large-cap stocks, exchange-traded funds (ETFs), mutual funds and fixed-income securities.
When analyzing potential investments, Weaver relies on a blend of fundamental, technical and cyclical analysis, as well as some charting. Fundamental analysis gauges a company or fund’s value by examining overall financial and economic factors alongside its basic information. Technical analysis is the practice of analyzing historical price and volume data as a way to forecast future prices. Lastly, cyclical analysis involves looking over the relationship between market cycles and prices to forecast future price movement.
Legacy Planning Advisors
The Legacy Planning Advisors team, which works strictly with individual clients, manages the assets of more than 200 individuals, both with and without a high net worth. The firm also imposes a minimum account size of $350,000, although it may decide to waive this minimum under certain circumstances. One of the firm’s advisors is a certified financial planner (CFP).
Legacy Planning Advisors is a fee-based firm, meaning some members of its advisory staff can earn commissions in conjunction with insurance and securities sales. While this creates the potential for a conflict of interest, keep in mind that the firm has a fiduciary duty to act in its clients' best interests at all times.
Legacy Planning Advisors Background
Legacy Planning Advisors first started doing business in 1990 under the direction of its managing member Robert G. Black, Jr., making it technically the oldest firm on our list. The firm as it is now was founded in 2018.
The firm primarily provides its clients with financial planning and wealth management services. Typically, these services are implemented via a comprehensive financial plan and a set of detailed investment recommendations.
Legacy Planning Advisors Investment Strategy
Legacy Planning Advisors’ investment approach is centered around a long-term, "buy and hold" strategy. Your portfolio's initial asset allocation will reflect this, as it will represent a diverse collection of asset classes across many different economic sectors. The firm will work with clients to establish an appropriate level of risk and their desired return rate. Only then can the firm put together this allocation correctly.
For the most part, securities used in this firm’s portfolios come in the form of no-load and load-waived mutual funds. The firm may also utilize variable life or annuity sub-accounts if such an inclusion makes sense for the client's financial situation.
