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Top Picks · Winston Salem
Best Financial Advisors in Winston Salem, NC
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Winston Salem, NC by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Morgan Stanley Financial Advisors with a 4.0-star rating from 2 Google reviews and an RNM Score of 47/100. Also in the top tier: Covenant Wealth Management and Reach Strategic Wealth. The average rating across all listed financial advisors in Winston Salem is 4.8 stars from 5 reviews per business on average.
Financial advisors in Winston Salem typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.0 stars from 2 Google reviews, this Winston-Salem financial advisor is well-regarded.
100 N Main St Suite 2500, Winston-Salem, NC 27101, USARated 4.0 stars from 8 Google reviews for financial guidance in Winston-Salem.
100 N Cherry St STE 350, Winston-Salem, NC 27101, USAExceptional 5.0-star rating from a small number of Google reviews.
101 S Marshall St, Winston-Salem, NC 27101, USAFinancial Advisors Rankings in Winston Salem, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Morgan Stanley Financial Advisors100 N Main St Suite 2500, Winston-Salem, NC 27101, USA | 4.0★ | 2 |
| #2 | Covenant Wealth Management100 N Cherry St STE 350, Winston-Salem, NC 27101, USA | 4.0★ | 8 |
| #3 | Reach Strategic Wealth101 S Marshall St, Winston-Salem, NC 27101, USA | 5.0★ | 3 |
| #4 | Randy Walker - Financial Advisor, Ameriprise Financial Services, LLC2150 Country Club Rd #300, Winston-Salem, NC 27104, USA | 5.0★ | 1 |
| #5 | THREE Magnolias Financial Advisors110 Oakwood Dr # 480, Winston-Salem, NC 27103, USA | 4.1★ | 7 |
| #6 | Merrill Lynch Wealth Management380 Knollwood St Suite 430, Winston-Salem, NC 27103, USA | 5.0★ | 1 |
| #7 | Scholar Financial Advising, LLC380 Knollwood St Suite 410, Winston-Salem, NC 27103, USA | 4.2★ | 5 |
| #8 | Timonier Wealth Beyond Financial121-B Reynolda Vlg Wy, Winston-Salem, NC 27106, USA | — | — |
| #9 | Salem Investment Counselors480 Shepherd St, Winston-Salem, NC 27103, USA | 5.0★ | 1 |
| #10 | Dixon & Company Wealth Management, LLC155 Sunnynoll Ct STE 101, Winston-Salem, NC 27106, USA | 5.0★ | 13 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Winston Salem
5.0★ rating from Google reviews, reflecting strong local client satisfaction.
2150 Country Club Rd #300, Winston-Salem, NC 27104, USA
Rated 4.1 stars from 7 reviews, this Winston-Salem financial advisor offers trusted guidance.
110 Oakwood Dr # 480, Winston-Salem, NC 27103, USA
Earns a perfect 5.0-star rating from its early Google reviews.
380 Knollwood St Suite 430, Winston-Salem, NC 27103, USA
Rated 4.2 stars from 5 Google reviews, this Winston-Salem financial advisor offers solid local guidance.
380 Knollwood St Suite 410, Winston-Salem, NC 27103, USA
A local financial advisor in Winston-Salem with no online reviews yet.
121-B Reynolda Vlg Wy, Winston-Salem, NC 27106, USA
Exceptional 5.0-star rating based on 1 Google review from clients.
480 Shepherd St, Winston-Salem, NC 27103, USA
Rated 5.0 stars from 13 reviews, offering trusted financial guidance in Winston-Salem.
155 Sunnynoll Ct STE 101, Winston-Salem, NC 27106, USA
5.0★ rating from 3 Google reviews for financial advising near you.
1404 Plaza West Rd, Winston-Salem, NC 27103, USA
Rated 5.0 stars from 1 review, this Winston-Salem advisor is highly regarded.
1399 Ashleybrook Ln #120, Winston-Salem, NC 27103, USA
Exceptional 5.0-star rating from three Google reviews in Winston-Salem.
755 Highland Oaks Dr STE 101, Winston-Salem, NC 27103, USA
Exceptional 4.8-star rating from 25 reviews reflects trusted financial guidance in Winston-Salem.
3880 Vest Mill Rd #100, Winston-Salem, NC 27103, USA
Rated 4.5 stars from 8 reviews, providing trusted financial guidance in Winston-Salem.
100 Club Oaks Ct Suite B, Winston-Salem, NC 27104, USA
5.0 stars from 2 Google reviews in Winston-Salem.
120 Club Oaks Ct STE 200, Winston-Salem, NC 27104, USA
Exceptional 5.0-star rating from 2 Google reviews for a Winston-Salem financial advisor.
1255 Creekshire Way Suite 210, Winston-Salem, NC 27103, USA
5.0 stars from 1 review in Winston-Salem.
4622 Country Club Rd STE 270, Winston-Salem, NC 27104, USA
Rated 5.0 stars from 7 reviews, this Winston-Salem financial advisor is highly trusted.
5377 Robinhood Village Dr #04, Winston-Salem, NC 27106, USA
Exceptional 5.0-star rating from initial Google reviews in Winston-Salem.
661 Friedberg Church Rd Ste A, Winston-Salem, NC 27127, USA
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Financial Advisors in Winston Salem, NC — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Morgan Stanley Financial Advisors | 47/100 | 4.0 ★ | 2 |
| 2 | Covenant Wealth Management | 53/100 | 4.0 ★ | 8 |
| 3 | Reach Strategic Wealth | 66/100 | 5.0 ★ | 3 |
| 4 | Randy Walker - Financial Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 5 | THREE Magnolias Financial Advisors | 54/100 | 4.1 ★ | 7 |
| 6 | Merrill Lynch Wealth Management | 62/100 | 5.0 ★ | 1 |
| 7 | Scholar Financial Advising, LLC | 54/100 | 4.2 ★ | 5 |
| 8 | Timonier Wealth Beyond Financial | 3/100 | — | 0 |
| 9 | Salem Investment Counselors | 62/100 | 5.0 ★ | 1 |
| 10 | Dixon & Company Wealth Management, LLC | 73/100 | 5.0 ★ | 13 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Winston Salem
What is a fiduciary financial advisor and why does it matter in Winston Salem?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Winston Salem, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Winston Salem?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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