Top advisors in Winston Salem
We’ve curated a list of the best financial advisors in Winston Salem, take a look at it below
Find an advisor in Winston Salem| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $965,128,890 | 14 advisors | ||
| 2 | $264,488,878 | 7 advisors | ||
| 3 | $222,250,000 | 6 advisors | ||
| 4 | $184,474,020 | 5 advisors | ||
| 5 | $169,537,665 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Winston Salem, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Winston Salem. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Sheets Smith Wealth Management
Assets under management
$965,128,890
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Timonier
Assets under management
$264,488,878
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
3. Three Magnolias Financial Advisors
Assets under management
$222,250,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Cassia Capital Partners LLC
Assets under management
$184,474,020
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Horizon Financial Services, LLC
Assets under management
$169,537,665
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.