SALEM INVESTMENT COUNSELORS INC
Winston Salem, NC
AUM
$4.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
336-768-7230
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NC, WINSTON SALEM
13 advisers found
SHEETS SMITH WEALTH MANAGEMENT
Winston Salem, NC
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
336-765-2020
ARBOR INVESTMENT ADVISORS
Winston Salem, NC
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
336-777-1677
THREE MAGNOLIAS FINANCIAL ADVISORS
Winston Salem, NC
AUM
$487.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-701-1600
TIMONIER
Winston Salem, NC
AUM
$450.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
336-725-5010
HORIZON FINANCIAL SERVICES, LLC
Winston Salem, NC
AUM
$262.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-659-7060
CASSIA CAPITAL PARTNERS LLC
Winston Salem, NC
AUM
$251.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(336) 723-4585
CANNON WEALTH MANAGEMENT SERVICES
Winston Salem, NC
AUM
$245.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-231-6844
YOUR CAPITAL FINANCIAL, LLC
Winston Salem, NC
AUM
$61.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
336-448-3623
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
Winston Salem, NC
AUM
$61.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(336) 245-8626
GRAND STREET CAPITAL MANAGEMENT, L.L.C.
Winston Salem, NC
AUM
$8.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
336-725-5299
WRENN HOUSE INVESTMENTS LLC
Winston Salem, NC
AUM
$5.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(336)245-8636
Full profileNo website
MITTELMAN JONES TAX & WEALTH
Winston Salem, NC
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
336-608-1723
Full profileNo website