The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

44. Smith Salley Wealth Management

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Smith Salley Wealth Management, based in Greensboro, North Carolina, is ranked No. 44 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2.3 billion
Accounts Under Management: 2,791
Years in Business: 22

  • Accepts clients in California, Florida, Georgia, Kentucky, Maryland, Massachusetts, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Texas and Virginia
  • Physical offices in North Carolina
  • $1 million minimum asset threshold

Leadership and Contact Information:
Scott Batchelor, chief executive officer
Andrew Donovan, financial advisor
Gregory Smith, chairman

smith-salley.com
324 West Wendover Ave., Suite 301, Greensboro, NC 27408
(336) 379-7556

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