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
Sherri Lynette Brown
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Edward Anthony Parent JR
Registered Affiliation(s):FIRST CITIZENS INVESTOR SERVICES, INC.
Tracy Thomas Cottingham
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Sheryl Wetherington Austin
Registered Affiliation(s):BEACON POINTE ADVISORS, LLC
William Birkedal Mcneill
Registered Affiliation(s):LPL FINANCIAL LLC
Matthew M Palmadessa
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
R Chris Roney
Registered Affiliation(s):LPL FINANCIAL LLC
Benjamin Williamson Sydnor
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Calvin Bruce Hodgin
Registered Affiliation(s):EDWARD JONES
Julie Annette Hocevar
Registered Affiliation(s):HARVEST FINANCIAL CORPORATION
Wendell Philemon Jones
Registered Affiliation(s):PHOENIX FINANCIAL SOLUTIONS, INC.
Geoffrey Todd Lynch
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Christine Ryan
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Angel Herman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Loretta L. Fredere
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Tom William Meadors
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Michael James Junior Bryant
Registered Affiliation(s):FIRST HORIZON ADVISORS, INC.
Mary Cecelia Grigg
Registered Affiliation(s):STEPHENS
Elizabeth Ball Madden
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Raymond Hugh Wilcox JR
Registered Affiliation(s):PRIVATE CLIENT SERVICES, LLC
Steven Brian Gallo
Registered Affiliation(s):INDEPENDENT ADVISOR ALLIANCE, LLC
Mark Thomas Walton
Registered Affiliation(s):CUSO FINANCIAL SERVICES, L.P.
Benjamin David Shamberger
Registered Affiliation(s):DIXON AND COMPANY WEALTH MANAGEMENT, LLC
William Scott Loveless
Registered Affiliation(s):MORGAN STANLEY
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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