Top Financial Advisors in Winston Salem, North Carolina
Finding the right financial advisor in Winston Salem is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Winston Salem, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Winston Salem, NC.
Find the Best Financial Advisor Firms in Winston Salem:
SALEM INVESTMENT COUNSELORS INC
CRD#: 104855
Address: 480 Shepherd Street, Winston Salem, NC 27103
Clients: 431
Average Clients per Advisor: 35
AUM: $ 3.0B
SHEETS SMITH WEALTH MANAGEMENT
CRD#: 105710
Address: 120 Club Oaks Court Suite 200, Winston Salem, NC 27104-4680
Clients: 200
Average Clients per Advisor: 20
AUM: $ 965M
ARBOR INVESTMENT ADVISORS
CRD#: 111077
Address: 300 South Main Street, Winston Salem, NC 27101
Clients: 52
Average Clients per Advisor: 13
AUM: $ 813M
TIMONIER
CRD#: 150748
Address: 121 Reynolda Village Suite B, Winston Salem, NC 27106
Clients: 96
Average Clients per Advisor: 32
AUM: $ 292M
THREE MAGNOLIAS FINANCIAL ADVISORS
CRD#: 114471
Address: 110 Oakwood Drive Suite 480, Winston Salem, NC 27103
Clients: 148
Average Clients per Advisor: 37
AUM: $ 270M
CASSIA CAPITAL PARTNERS LLC
CRD#: 159911
Address: 1144 West Fourth Street Suite 200, Winston Salem, NC 27101
Clients: 99
Average Clients per Advisor: 33
AUM: $ 184M
How We Chose the Top Financial Advisors in Winston Salem, North Carolina
To create this list of top financial advisor firms in Winston Salem, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Winston Salem has to offer.
Search Financial Advisors in Winston Salem, North Carolina
Brian Edward Winstead
Registered Affiliation(s):DAVENPORT & COMPANY LLC
Adam Brandt Perryman
Registered Affiliation(s):LPL FINANCIAL LLC
Mary Josephine Otterberg
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Catherine Barker Smith
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Laura Jean Teter
Registered Affiliation(s):OSAIC FS, INC.
Christopher W Garner
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Todd Wayne Lockhart
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Trent Olean Schloneger
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
William Elbert Stanley III
Registered Affiliation(s):FUND DIRECT ADVISORS INC.
Gregory T. Sardzinski
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Robert Hairston Kluttz
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Christopher Dow Pizzitola
Registered Affiliation(s):LPL FINANCIAL LLC
Jason Paul Stern
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Michele Wray Webb
Registered Affiliation(s):MORGAN STANLEY
John D Rhodes
Registered Affiliation(s):MORGAN STANLEY
Crystal Lynn Lambert
Registered Affiliation(s):MORGAN STANLEY
Karyn Lynn Harris
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Scott Edward Cawood
Registered Affiliation(s):ARBOR INVESTMENT ADVISORS
Jacob Rice
Registered Affiliation(s):LPL FINANCIAL LLC
James Lee Royals JR
Registered Affiliation(s):THE FIDUCIARY ALLIANCE
Scott Alan Graham
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Shirley V Sohmer
Registered Affiliation(s):LPL FINANCIAL LLC
Stephen Lee Kidd
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mary Ann Shipton Godino
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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