Financial advisers in Winston Salem, NC
17 registered investment adviser firms in Winston Salem managing $14.7B in assets, based on public SEC Form ADV filings.
Salem Investment Counselors INC
Winston Salem, NC · Est. 1979
- AUM
- $4.2B
- Per adviser
- $349M
- Advisers
- 12
No reported disclosures
Verger Capital Management
Winston-Salem, NC · Est. 2014
- AUM
- $3.3B
- Per adviser
- $469M
- Advisers
- 7
No reported disclosures
Five Points Capital LLC
Winston-Salem, NC · Est. 2012
- AUM
- $1.4B
- Per adviser
- $96M
- Advisers
- 15
No reported disclosures
Sheets Smith Wealth Management
Winston Salem, NC · Est. 1988
- AUM
- $1.4B
- Per adviser
- $124M
- Advisers
- 11
No reported disclosures
Arbor Investment Advisors
Winston Salem, NC · Est. 2001
- AUM
- $1.3B
- Per adviser
- $322M
- Advisers
- 4
No reported disclosures
Semmax Financial Advisors, INC.
Winston-Salem, NC · Est. 2017
- AUM
- $495M
- Per adviser
- $71M
- Advisers
- 7
No reported disclosures
Three Magnolias Financial Advisors
Winston Salem, NC · Est. 2001
- AUM
- $487M
- Per adviser
- $97M
- Advisers
- 5
No reported disclosures
Timonier
Winston Salem, NC · Est. 2009
- AUM
- $450M
- Per adviser
- $113M
- Advisers
- 4
No reported disclosures
Horizon Financial Services, LLC
Winston Salem, NC · Est. 2018
- AUM
- $262M
- Per adviser
- $52M
- Advisers
- 5
No reported disclosures
Cassia Capital Partners LLC
Winston Salem, NC · Est. 2020
- AUM
- $251M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
Cannon Wealth Management Services
Winston Salem, NC · Est. 2022
- AUM
- $245M
- Per adviser
- $49M
- Advisers
- 5
No reported disclosures
Westhampton Capital
Winston-Salem, NC · Est. 2014
- AUM
- $239M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
Kerusso Capital Management, LLC
Winston-Salem, NC · Est. 2024
- AUM
- $222M
- Per adviser
- $111M
- Advisers
- 2
No reported disclosures
Accruent Wealth Advisors
Winston-Salem, NC · Est. 2020
- AUM
- $198M
- Per adviser
- $66M
- Advisers
- 3
No reported disclosures
Kensington Financial Group, INC.
Winston-Salem, NC · Est. 2021
- AUM
- $170M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Twin City Private Wealth, LLC
Winston-Salem, NC · Est. 2024
- AUM
- $151M
- Per adviser
- $38M
- Advisers
- 4
No reported disclosures
Scholar Financial Advising, LLC
Winston-Salem, NC · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 6
No reported disclosures