Investment advisers in Winston-salem, NC
17 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Salem Investment Counselors Inc | $4.19 billion | 18 | 0 |
| Verger Capital Management | $3.28 billion | 18 | 0 |
| Five Points Capital LLC | $1.45 billion | 26 | 0 |
| Sheets Smith Wealth Management | $1.37 billion | 15 | 0 |
| Arbor Investment Advisors | $1.29 billion | 8 | 0 |
| Semmax Financial Advisors, Inc. | $495.4 million | 18 | 0 |
| Three Magnolias Financial Advisors | $487.1 million | 7 | 1 |
| Timonier | $450.3 million | 8 | 0 |
| Horizon Financial Services, LLC | $262.4 million | 8 | 0 |
| Cassia Capital Partners LLC | $251.2 million | 5 | 0 |
| Cannon Wealth Management Services | $245.2 million | 8 | 0 |
| Westhampton Capital | $238.5 million | 4 | 0 |
| Kerusso Capital Management, LLC | $222.4 million | 3 | 0 |
| Accruent Wealth Advisors | $197.7 million | 3 | 0 |
| Kensington Financial Group, Inc. | $169.5 million | 2 | 0 |
| Twin City Private Wealth, LLC | $151.3 million | 10 | 0 |
| Scholar Financial Advising, LLC | $0 | 7 | 0 |