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Investment Advisors in Clemmons, NC: 2026 rankings

30 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Clemmons: Woodard & Company Asset Management Group, Inc, RFA Score 69/100; 5.0★ from 5 Google reviews.

  2. 2

    Most-reviewed: Linville Team Partners, 125 Google reviews at 4.9★, the most of 30 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

30 Clemmons investment advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 30 rated firms.

Top 10 investment advisors in Clemmons at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Clemmons at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Woodard & Company Asset Management Group, Inc695.0★ (5)ClemmonsTop score
2Linville Team Partners664.9★ (125)Winston-Salem, 9 mi awayMost reviews
3Western & Southern Life654.1★ (35)Greensboro, 24 mi away—
4Resolved Financial605.0★ (18)Winston-Salem, 10 mi away—
5Ebert Financial584.5★ (8)Winston-Salem, 5 mi away—
6The Miller Group - Morgan Stanley585.0★ (9)Winston-Salem, 9 mi away—
7Edward Jones - Financial Advisor: Jason G Pardue, CFP®|AAMS®585.0★ (7)Winston-Salem, 7 mi away—
8Fidelity Investments - By Appointment Only573.7★ (10)Winston-Salem, 7 mi away—
9Edward Jones - Financial Advisor: Kenyon M Rush, CEPA®575.0★ (7)Lexington, 11 mi away—
10Edward Jones - Financial Advisor: Bruce Hodgin, CFP®575.0★ (6)Lewisville, 9 mi away—

All 30 investment advisors in Clemmons, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Western & Southern Life

    Based in Greensboro, 24 mi away

    65/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.1★ from 35 Google reviews, listed on Google as “Investment service”.

    • 4.1★ from 35 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7025 Albert Pick Rd #101, Greensboro, NC 27409
    View profile for Western & Southern Life(336) 882-4500

  4. #4 Resolved Financial

    Based in Winston-Salem, 10 mi away

    60/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    155 Sunnynoll Ct Ste 101, Winston-Salem, NC 27106
    View profile for Resolved Financial(336) 245-8626

  5. #5 Ebert Financial

    Based in Winston-Salem, 5 mi away

    58/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri–Sun closed
    Address
    100 Club Oaks Ct Ste B, Winston-Salem, NC 27104
    View profile for Ebert Financial(336) 701-5555

  12. #12 Charles Schwab

    Based in Winston-Salem, 7 mi away

    56/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.3★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 3.3★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    380 Knollwood St Ste e, Winston-Salem, NC 27103
    View profile for Charles Schwab(336) 721-0329

  13. #13 J. Harris Financial

    Based in Winston-Salem, 6 mi away

    56/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1305 Ashleybrook Ln, Winston-Salem, NC 27103
    View profile for J. Harris Financial(336) 724-2562

  17. #17 Edward Jones - Financial Advisor: Judson Bell, CFP®

    Based in Lewisville, 9 mi away

    55/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 9 AM–7 PM · Wed–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4670 Yadkinville Rd Ste A, Pfafftown, NC 27040
    View profile for Edward Jones - Financial Advisor: Judson Bell, CFP®(336) 600-1718

All 30 investment advisors

#1 to #25 are shown in full above. Here are #26 to #30, in RFA Score order; each links to its profile.

investment advisors in Clemmons, ranks 26 to 30
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Seth K Maynard, CFP®535.0★ (3)18 mi
27Edward Jones - Financial Advisor: Wesley D Carter533.8★ (4)18 mi
28Edward Jones - Financial Advisor: Ray Kuethe, CFP®535.0★ (4)22 mi
29Edward Jones - Financial Advisor: Raif J Todd515.0★ (3)24 mi
30Edward Jones - Financial Advisor: Mark E Grantham515.0★ (3)25 mi

Also serving Clemmons

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Clemmons
BusinessGoogle ratingDistance
Adolos Asset ManagementIn Clemmons
Bay Holding Management IncIn Clemmons
Darda Financial3.5★ (2)6 mi
Edward Jones - Financial Advisor: Campbell D Thompson, ABFP®|AAMS®In Clemmons
Edward Jones - Financial Advisor: Edie Broccolo, CFP®|AAMS®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Matthew Hynek, CFP®|AAMS®In Clemmons
Edward Jones - Financial Advisor: Slayton R Harpe5.0★ (2)In Clemmons
Grace Financial ServicesIn Clemmons
Marzano Capital Group5.0★ (10)In Clemmons
Salem Investment Counselors3.0★ (2)6 mi
Sheets Smith Wealth Management, Inc.5.0★ (2)5 mi
Sy Coaching5.0★ (3)In Clemmons
The Wealth Guardians Clemmons4.5★ (17)In Clemmons
Truist Wealth3.0★ (2)8 mi
Wealth Enhancement Group3.0★ (2)6 mi
Wells Fargo Advisors1.0★ (1)In Clemmons
Wells Fargo Advisors5.0★ (1)In Clemmons
Wells Fargo AdvisorsIn Clemmons
Wells Fargo Advisors3.0★ (2)7 mi
World Financial Group-Clemmons Financial Center5.0★ (1)In Clemmons

How we ranked Clemmons investment advisors

We scored 30 Clemmons investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Clemmons data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Clemmons: frequently asked questions

Which investment advisor has the highest RFA Score in Clemmons?

By RFA Score, the highest-ranked investment advisor in Clemmons, NC is Woodard & Company Asset Management Group, Inc with an RFA Score of 69/100. It has 5.0★ from 5 Google reviews. Linville Team Partners (#2) and Western & Southern Life (#3) follow. We ranked 30 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Clemmons?

RankedFinancialAdvisors ranks 30 investment advisors serving Clemmons, NC. 1 of them is based in Clemmons; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Clemmons investment advisors have?

The median Google rating among 30 rated investment advisors in Clemmons is 5.0★, with a median of 6 reviews. Linville Team Partners has the most, 125 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Clemmons count in this ranking?

Yes, if they are within 25 mi of the Clemmons city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Clemmons ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Clemmons a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Clemmons

  1. November 2026: RFA Scores recalculated for 30 investment advisors serving Clemmons.

More investment advisors and Clemmons pages