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Best financial advisors in Winston-Salem, NC

Registered advisers within 25 miles of Winston-Salem, NC.

Offices
514
Firms
166
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,953,226 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
KERUSSO CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TWIN CITY PRIVATE WEALTH, LLC
LPL ENTERPRISE, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
MORGAN STANLEY
ARBOR INVESTMENT ADVISORS
PFS INVESTMENTS INC.
HANOVER SQUARE WEALTH ADVISORS LLC
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
MODERA WEALTH MANAGEMENT, LLC
PRIVATE ADVISOR GROUP, LLC

Investors

JOHN CHRISTOPHER MATHEWS
RANDELL ALFREDINE CAIN
JAZMIN DANIELLE GAY
Benjamin J Abitz
DAVID FIELDING HAVENS
KEVIN BRIAN LYALL
PATRICK EMMET CROWLEY
ERIC DAVID MATTINSON
TRAVIS VERNON LETHCO
Jason Brent Lincoln
JOSEPH KING BERRY
Michael Wayne Randleman
JEFFREY DAVID LUKAWSKI
Leatrice Ann Potter Daigle
LISA C CRANFORD
Richard Conrad Spangler
Brett Hickman
CHESTER JACKSON SHEFFIELD
SARAH HEIDT BAGNONI
JASON DAVID ZAKS
CHRISTINA WRIGHT-CAMPBELL
ROBBIE O'NEIL CHANDLER
JAMES GRAY GALLOWAY
DEBORA RYDER
ROBERT QUICK
PARKER A SHEFFIELD
Reid White Palmer
Elizabeth Keaton Cunningham Riddle
LOUISE PROCTOR RIDER
PHILIP LUCIAN THOMAS
MARY WRAY HENSHAW
BARBARA CORN WOODCOCK
CHARLES ALBERT CORPENING
WILLIAM DENNIE SPRY
Michele Wray Webb
JILL MCALLISTER GORDON
James H Kelly III
FRANCIS LEE BRYAN
James Gray Galloway
FRANCIS LEE BRYAN
KELIA DAWN COFFEY
RICHARD CONRAD SPANGLER
VICKIE JEANNE LAWSON
Lauren E Robinson
JAN ELIZABETH ALLEN
CHRISTOPHER BLAKE STANLEY
SHANNON C GUELBERT
Ronald Edward Jackson
SHYANNA Marie PHILLIPS
CRAIG CURRY MILLER
JERRY ALLAN EADES
LAUREN TESCHEMACHER CASEY
BRETT LEWIS BERRIER
TODD C WELCH
Carma Wentzlaff
Andre Marcel Conway
CRYSTAL LYNN KIDD
CHRISTOPHER BERNARD LEAK
Shana Leigh Eagle
Rebecca Sue Gentry
CHRISTOPHER MICHAEL WAGNER
KEITH MARLOW SEIVERS
MELVIN MAURICE MCCORD
KEARY JAMES DIDIER
ROBERT DANDRIDGE SAUNDERS
WILLIAM SCOTT LOVELESS
Alexandra Joy Turpin
Kristopher W McCord
Stephen Lemonte Johnson
THOMAS JACKSON EMERSON
ERNEST ALFRED OSBORN
PATRICIA KENNEDY SLONE
KIMBERLY MARRIOTT
JAMES DANIEL FLEMING
SUTTON C MILLER
Tiffany N Walker
Sarah E Casey
Megan Amanda Miller
ROBERT DANDRIDGE SAUNDERS
James M Zich
SCOTT EDWARD CAWOOD
SCOTT DANIEL JONES
ERIKA LEIGH MIELKE
WILLIAM EDWIN HOLLAN
James Houston Hough
OLYA DADRESSAN
BABAK BINESH
Jayson Alan Snipes
ROBERT GRAY REAVIS
SCOTT ANDREW SOUTHERLAND
HUNTER HARRISON COORDS
Amanda J Hornsby
RUSTY RUSSELL
DAVID LAWRENCE HOLDEN
BRIAN JOSEPH HOLDEN
STEVEN DAVIS
LAWRENCE NORBERT HOLDEN
JOHN EDWARD MICKEY
WILLIAM EDWARD STADLER
JEREMY LANDON STANLEY
Marion Marre

Within 25 miles of Winston-Salem, NC, Best Investors lists 166 registered investment advisory firms with 514 offices nearby, managing about $15.9T in combined regulatory AUM across 2,953,226 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Winston-Salem

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM