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Top RIA Firms in Winston Salem, North Carolina
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Winston Salem, North Carolina. This hub covers 16 matching firms with $14.7B in total reported AUM and median AUM of $356.4M.
Firms
16
Matching current profiles
Total AUM
$14.7B
Reported regulatory AUM
Median AUM
$356.4M
Across firms with AUM
Largest firm
$4.2B
Salem Investment Counselors INC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Salem Investment Counselors INC CRD 104855 · Corporation | WINSTON SALEM, NC | $4.2B Mar 2026 | +$343.3M+8.9% | +$687.4M+19.6% | +$2.5B+155.3% | +$3.1B+298.9% | 0 employees+0.0% over 3Y | +876 accounts+39.0% over 3Y |
| 2. Verger Capital Management CRD 170125 · Limited Liability Company | WINSTON-SALEM, NC | $3.3B Mar 2026 | +$408.9M+14.2% | +$913.1M+38.5% | +$1.3B+68.3% | +$2.1B+188.9% | +3 employees+20.0% over 3Y | +1 accounts+10.0% over 3Y |
| 3. Five Points Capital LLC CRD 160792 · Limited Liability Company | WINSTON-SALEM, NC | $1.4B Mar 2026 | +$222.3M+18.2% | -$49.8M-3.3% | +$303.8M+26.6% | +$1.0B+255.8% | -2 employees-7.1% over 3Y | +3 accounts+27.3% over 3Y |
| 4. Sheets Smith Wealth Management CRD 105710 · Corporation | WINSTON SALEM, NC | $1.4B Mar 2026 | +$120.8M+9.7% | +$400.0M+41.4% | +$366.5M+36.7% | +$844.1M+162.0% | +1 employees+7.1% over 3Y | +169 accounts+18.8% over 3Y |
| 5. Arbor Investment Advisors CRD 111077 · Limited Liability Company | WINSTON SALEM, NC | $1.3B Mar 2026 | +$203.0M+18.7% | +$474.9M+58.4% | +$544.3M+73.2% | +$971.3M+306.4% | 0 employees+0.0% over 3Y | +294 accounts+25.3% over 3Y |
| 6. Semmax Financial Advisors, INC. CRD 144978 · Corporation | WINSTON-SALEM, NC | $495.4M Mar 2026 | +$100.1M+25.3% | +$309.5M+166.5% | +$281.8M+132.0% | +$382.7M+339.7% | 0 employees+0.0% over 3Y | +1,125 accounts+100.9% over 3Y |
| 7. Three Magnolias Financial Advisors CRD 114471 · Limited Liability Company | WINSTON SALEM, NC | $487.1M Mar 2026 | +$72.9M+17.6% | +$216.9M+80.3% | +$232.6M+91.4% | +$355.5M+270.1% | +1 employees+16.7% over 3Y | +512 accounts+45.7% over 3Y |
| 8. Timonier CRD 150748 · Corporation | WINSTON SALEM, NC | $450.3M Feb 2026 | +$111.3M+32.8% | +$41.3M+10.1% | +$135.0M+42.8% | +$324.5M+258.0% | +3 employees+60.0% over 3Y | +32 accounts+4.7% over 3Y |
| 9. Horizon Financial Services, LLC CRD 158798 · Limited Liability Company | WINSTON SALEM, NC | $262.4M Mar 2026 | +$49.8M+23.4% | +$107.8M+69.7% | +$121.7M+86.5% | +$157.6M+150.3% | -1 employees-11.1% over 3Y | +154 accounts+14.7% over 3Y |
| 10. Cassia Capital Partners LLC CRD 159911 · Limited Liability Company | WINSTON SALEM, NC | $251.2M Feb 2026 | +$45.2M+21.9% | +$66.7M+36.2% | +$118.3M+89.0% | +$141.0M+128.0% | 0 employees+0.0% over 3Y | +134 accounts+30.5% over 3Y |
| 11. Cannon Wealth Management Services CRD 323302 · Limited Liability Company | WINSTON SALEM, NC | $245.2M Apr 2026 | +$32.0M+15.0% | +$98.6M+67.2% | — | — | -2 employees-20.0% over 3Y | +217 accounts+27.7% over 3Y |
| 12. Westhampton Capital CRD 119176 · Limited Liability Company | WINSTON-SALEM, NC | $238.5M Jan 2026 | +$46.0M+23.9% | +$66.9M+39.0% | +$84.3M+54.7% | +$183.8M+336.2% | -1 employees-20.0% over 3Y | +17 accounts+7.1% over 3Y |
| 13. Kerusso Capital Management, LLC CRD 316352 · Limited Liability Company | WINSTON-SALEM, NC | $222.4M Mar 2026 | +$59.2M+36.3% | +$218.3M+5323.2% | — | — | 0 employees+0.0% over 3Y | +21 accounts+2100.0% over 3Y |
| 14. Accruent Wealth Advisors CRD 113706 · Corporation | WINSTON-SALEM, NC | $197.7M Mar 2026 | +$24.1M+13.9% | +$68.6M+53.1% | +$76.7M+63.4% | +$90.2M+83.8% | 0 employees+0.0% over 3Y | +146 accounts+29.8% over 3Y |
| 15. Kensington Financial Group, INC. CRD 127658 · Corporation | WINSTON-SALEM, NC | $169.5M May 2026 | +$22.8M+15.5% | +$65.3M+62.6% | +$46.4M+37.7% | +$130.3M+331.9% | 0 employees+0.0% over 3Y | +262 accounts+44.3% over 3Y |
| 16. Twin City Private Wealth, LLC CRD 315836 · Limited Liability Company | WINSTON-SALEM, NC | $151.3M Mar 2026 | +$40.4M+36.4% | +$79.0M+109.4% | — | — | +6 employees+150.0% over 3Y | +278 accounts+106.9% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.