Firms by city
Registered investment advisers in Winston Salem, NC
16 SEC-registered advisers headquartered in Winston Salem, listed by regulatory assets under management as reported on Form ADV.
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16 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Salem Investment Counselors | Winston Salem, NC | $4.19B |
| Verger Capital Management | Winston-Salem, NC | $3.28B |
| Five Points Capital | Winston-Salem, NC | $1.45B |
| Sheets Smith Wealth Management | Winston Salem, NC | $1.37B |
| Arbor Investment Advisors | Winston Salem, NC | $1.29B |
| Semmax Financial Advisors | Winston-Salem, NC | $495M |
| Three Magnolias Financial Advisors | Winston Salem, NC | $487M |
| Timonier Family Office | Winston Salem, NC | $450M |
| Horizon Financial Services | Winston Salem, NC | $262M |
| Cassia Capital Partners | Winston Salem, NC | $251M |
| Cannon Wealth Management Services | Winston Salem, NC | $245M |
| Westhampton Capital | Winston-Salem, NC | $239M |
| Kerusso Capital Management | Winston-Salem, NC | $222M |
| Wealth Management Group | Winston-Salem, NC | $198M |
| Kensington Financial Group | Winston-Salem, NC | $170M |
| Twin City Private Wealth | Winston-Salem, NC | $151M |
- Headquarters
- Winston Salem, NC
- Regulatory AUM
- $4.19B
- Headquarters
- Winston-Salem, NC
- Regulatory AUM
- $3.28B
- Headquarters
- Winston-Salem, NC
- Regulatory AUM
- $1.45B
- Headquarters
- Winston Salem, NC
- Regulatory AUM
- $1.37B
- Headquarters
- Winston Salem, NC
- Regulatory AUM
- $1.29B
- Headquarters
- Winston-Salem, NC
- Regulatory AUM
- $495M
- Headquarters
- Winston Salem, NC
- Regulatory AUM
- $487M
- Headquarters
- Winston Salem, NC
- Regulatory AUM
- $450M
- Headquarters
- Winston Salem, NC
- Regulatory AUM
- $262M
- Headquarters
- Winston Salem, NC
- Regulatory AUM
- $251M
- Headquarters
- Winston Salem, NC
- Regulatory AUM
- $245M
- Headquarters
- Winston-Salem, NC
- Regulatory AUM
- $239M
- Headquarters
- Winston-Salem, NC
- Regulatory AUM
- $222M
- Headquarters
- Winston-Salem, NC
- Regulatory AUM
- $198M
- Headquarters
- Winston-Salem, NC
- Regulatory AUM
- $170M
- Headquarters
- Winston-Salem, NC
- Regulatory AUM
- $151M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Winston Salem on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in North Carolina.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.