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Local Financial Advisors in Winston Salem, NC
Locally owned and operated financial advisors serving Winston Salem and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Winston Salem, NC by verified customer ratings and review volume. The highest-rated is Morgan Stanley Financial Advisors with a 4.0-star rating from 2 verified reviews. 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 May 17, 2026 · Scored by 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
May 17, 2026
Last updated
Top Rated Financial Advisors
Morgan Stanley Financial Advisors
100 N Main St Suite 2500, Winston-Salem, NC 27101, USA
Covenant Wealth Management
100 N Cherry St STE 350, Winston-Salem, NC 27101, USA
Reach Strategic Wealth
101 S Marshall St, Winston-Salem, NC 27101, USA
Financial 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 May 2026
All Financial Advisors in Winston Salem
Randy Walker - Financial Advisor, Ameriprise Financial Services, LLC
2150 Country Club Rd #300, Winston-Salem, NC 27104, USA
THREE Magnolias Financial Advisors
110 Oakwood Dr # 480, Winston-Salem, NC 27103, USA
Merrill Lynch Wealth Management
380 Knollwood St Suite 430, Winston-Salem, NC 27103, USA
Scholar Financial Advising, LLC
380 Knollwood St Suite 410, Winston-Salem, NC 27103, USA
Timonier Wealth Beyond Financial
121-B Reynolda Vlg Wy, Winston-Salem, NC 27106, USA
Salem Investment Counselors
480 Shepherd St, Winston-Salem, NC 27103, USA
Dixon & Company Wealth Management, LLC
155 Sunnynoll Ct STE 101, Winston-Salem, NC 27106, USA
Hege Financial Group
1404 Plaza West Rd, Winston-Salem, NC 27103, USA
Accruent Wealth Advisors
1399 Ashleybrook Ln #120, Winston-Salem, NC 27103, USA
Maestro Wealth Advisors
755 Highland Oaks Dr STE 101, Winston-Salem, NC 27103, USA
Horizon Financial Services, LLC
3880 Vest Mill Rd #100, Winston-Salem, NC 27103, USA
Ebert Financial
100 Club Oaks Ct Suite B, Winston-Salem, NC 27104, USA
Sheets Smith Wealth Management
120 Club Oaks Ct STE 200, Winston-Salem, NC 27104, USA
Edward Jones - Financial Advisor: Edie Broccolo, CFP®|AAMS®
1255 Creekshire Way Suite 210, Winston-Salem, NC 27103, USA
Mitchell Wealth Management Group
4622 Country Club Rd STE 270, Winston-Salem, NC 27104, USA
Edward Jones - Financial Advisor: Jason G Pardue, CFP®|AAMS®
5377 Robinhood Village Dr #04, Winston-Salem, NC 27106, USA
Edward Jones - Financial Advisor: Jeremy W Autry, AAMS®|CRPC™
661 Friedberg Church Rd Ste A, Winston-Salem, NC 27127, USA
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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: May 17, 2026.
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