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

35. Sheets Smith Wealth Management

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Sheets Smith Wealth Management, based in Winston-Salem, North Carolina, is ranked No. 35 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: $1.2 billion
Accounts Under Management: 1,052
Years in Business: 43

  • Accepts clients in all 50 states and internationally
  • Physical offices in North Carolina
  • $500,000 minimum asset threshold

Leadership and Contact Information:
John Sheets, chairman
Paul Anthony, president

sheetssmith.com
120 Club Oaks Court, Suite 200, Winston-Salem, NC 27104
(336) 765-2020

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