RIAs in Winston Salem, North Carolina
Explore 16 RIAs headquartered in Winston Salem, with $14.7B in combined reported AUM.
RIAs16Headquartered here
Total AUM$14.7BReported regulatory AUM
Total Employees161Reported by these RIAs
% of Total State AUM0.5%% Of total State AUM Reported
All RIAs in Winston Salem
16 RIAsShowing 1–16 of 16 RIAs
Salem Investment Counselors Inc
WINSTON SALEM, NCReported AUM$4.2B
Employees18
28.4% of city AUMView RIA ↗
Verger Capital Management
WINSTON-SALEM, NCReported AUM$3.3B
Employees18
22.3% of city AUMView RIA ↗
Five Points Capital LLC
WINSTON-SALEM, NCReported AUM$1.4B
Employees26
9.8% of city AUMView RIA ↗
Sheets Smith Wealth Management
WINSTON SALEM, NCReported AUM$1.4B
Employees15
9.3% of city AUMView RIA ↗
Arbor Investment Advisors
WINSTON SALEM, NCReported AUM$1.3B
Employees8
8.7% of city AUMView RIA ↗
Semmax Financial Advisors, Inc.
WINSTON-SALEM, NCReported AUM$495.4M
Employees18
3.4% of city AUMView RIA ↗
Three Magnolias Financial Advisors
WINSTON SALEM, NCReported AUM$487.1M
Employees7
3.3% of city AUMView RIA ↗
Timonier
WINSTON SALEM, NCReported AUM$450.3M
Employees8
3.1% of city AUMView RIA ↗
Horizon Financial Services, LLC
WINSTON SALEM, NCReported AUM$262.4M
Employees8
1.8% of city AUMView RIA ↗
Cassia Capital Partners LLC
WINSTON SALEM, NCReported AUM$251.2M
Employees5
1.7% of city AUMView RIA ↗
Cannon Wealth Management Services
WINSTON SALEM, NCReported AUM$245.2M
Employees8
1.7% of city AUMView RIA ↗
Westhampton Capital
WINSTON-SALEM, NCReported AUM$238.5M
Employees4
1.6% of city AUMView RIA ↗
Kerusso Capital Management, LLC
WINSTON-SALEM, NCReported AUM$222.4M
Employees3
1.5% of city AUMView RIA ↗
Accruent Wealth Advisors
WINSTON-SALEM, NCReported AUM$197.7M
Employees3
1.3% of city AUMView RIA ↗
Kensington Financial Group, Inc.
WINSTON-SALEM, NCReported AUM$169.5M
Employees2
1.1% of city AUMView RIA ↗
Twin City Private Wealth, LLC
WINSTON-SALEM, NCReported AUM$151.3M
Employees10
1.0% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.