Best Financial Advisors in WINSTON-SALEM, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WINSTON-SALEM
ACCRUENT WEALTH ADVISORS
WINSTON-SALEM, NC · Since 2020
WESTHAMPTON CAPITAL
WINSTON-SALEM, NC · Since 2014
KENSINGTON FINANCIAL GROUP, INC.
WINSTON-SALEM, NC · Since 2021
SEMMAX FINANCIAL ADVISORS, INC.
WINSTON-SALEM, NC · Since 2017
SCHOLAR FINANCIAL ADVISING, LLC
WINSTON-SALEM, NC · Since 2024
KERUSSO CAPITAL MANAGEMENT, LLC
WINSTON-SALEM, NC · Since 2024
FIVE POINTS CAPITAL LLC
WINSTON-SALEM, NC · Since 2012
VERGER CAPITAL MANAGEMENT
WINSTON-SALEM, NC · Since 2014
TWIN CITY PRIVATE WEALTH, LLC
WINSTON-SALEM, NC · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in WINSTON-SALEM?
The median advisory fee in WINSTON-SALEM, NC is 0.95% of assets under management per year, based on Form ADV filings from 9 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.