City
Wealth management firms in Winston Salem, North Carolina
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Winston Salem, North Carolina reported $10.0 billion in regulatory assets under management; the largest by assets was Salem Investment Counselors Inc, with $4.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $10.0 billion
- Average per firm
- $453.5 million
- SEC-registered, of those listed
- 14 of 22 (63.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Salem Investment Counselors Inc | SEC | $4.2 billion | 3,120 |
| 2 | Sheets Smith Wealth Management | SEC | $1.4 billion | 1,070 |
| 3 | Arbor Investment Advisors | SEC | $1.3 billion | 1,457 |
| 4 | Semmax Financial Advisors, Inc. | SEC | $495.4 million | 2,240 |
| 5 | Three Magnolias Financial Advisors | SEC | $487.1 million | 1,632 |
| 6 | Timonier | SEC | $450.3 million | 707 |
| 7 | Horizon Financial Services, LLC | SEC | $262.4 million | 1,203 |
| 8 | Cassia Capital Partners LLC | SEC | $251.2 million | 573 |
| 9 | Cannon Wealth Management Services | SEC | $245.2 million | 1,001 |
| 10 | Westhampton Capital | SEC | $238.5 million | 256 |
| 11 | Accruent Wealth Advisors | SEC | $197.7 million | 636 |
| 12 | Kensington Financial Group, Inc. | SEC | $169.5 million | 853 |
| 13 | Twin City Private Wealth, LLC | SEC | $151.3 million | 538 |
| 14 | Your Capital Financial, LLC | State | $61.5 million | 339 |
| 15 | Resolved Financial | State | $61.4 million | 489 |
| 16 | Darda Financial | State | $29.6 million | 258 |
| 17 | Compass Financial Services, Inc. | State | $24.9 million | 101 |
| 18 | Grand Street Capital Management, L.L.C. | State | $8.9 million | 34 |
| 19 | Duncan, Matthew William | State | $0 | 0 |
| 20 | Mittelman Jones Tax & Wealth | State | $0 | 0 |
| 21 | Scholar Financial Advising, LLC | SEC | $0 | 0 |
| 22 | Soseki Wealth Management, LLC | State | $0 | 0 |
Wealth management firms in North Carolina, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.