AdvisorCensus / Financial advisors / North Carolina / Winston-Salem, NC / Charles Schwab
Financial advisors in Winston-Salem, NC using Charles Schwab
8 SEC-registered investment advisory firms headquartered in the Winston-Salem, NC metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Accruent Wealth Advisors | Winston-Salem | SEC-registered investment adviser | $100 million to $500 million |
| Cannon Wealth Management Services | Winston Salem | SEC-registered investment adviser | $100 million to $500 million |
| Horizon Financial Services, LLC | Winston Salem | SEC-registered investment adviser | $100 million to $500 million |
| Salem Investment Counselors Inc | Winston Salem | SEC-registered investment adviser | $1 billion to $5 billion |
| Sheets Smith Wealth Management | Winston Salem | SEC-registered investment adviser | $1 billion to $5 billion |
| Three Magnolias Financial Advisors | Winston Salem | SEC-registered investment adviser | $100 million to $500 million |
| Twin City Private Wealth, LLC | Winston-Salem | SEC-registered investment adviser | $100 million to $500 million |
| Verger Capital Management | Winston-Salem | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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