Report card.

Cannon Wealth Management Services · Winston Salem, NC

From SEC Form ADV filings, advisor registrations and this firm's page on Advicer.bio, latest filing Apr 2026. Grades compare it with the typical wealth management RIA.

Firm page

Growth

Assets +39% in two years; typical +34%

Advisors

0 recruited, 1 left in 12 months

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Tech stack

No stack listed yet

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Marketing

No marketing data yet

Advicer page

1 of 7 done

Growth

$245.2Massets under management

+39%asset growth, two years (typical +34%)

5advisory staff

374individual clients · $656K each

Organic Growers: #83 in North Carolina, #2,943 nationally of 2,994 firms beating the typical growth · organic.

Advisors won and lost

0joined from other firms

1left for other firms

-1net, last 12 months

Not on Talent Magnets (RIAs that recruited 3 or more advisors in 12 months).

Firms its size

Horizons Wealth Management · Asheville, NC · $258.2M
Wilkins Miller Wealth Management, LLC · Mobile, AL · $257.5M
Sundvold Financial · Columbia, MO · $232.9M

Compare side by side

Tech stack

No tools listed yet.

What the fastest growers run

–Orion on 40.4% of their stacks
–SS&C Black Diamond on 23.4% of their stacks
–eMoney on 40.4% of their stacks
–Envestnet Tamarac on 17% of their stacks

Marketing

No marketing data for this firm yet.

Its Advicer page

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✓Website
–A line about the firm · Say who you serve, in a sentence
–Tech stack · List the tools you run (3 or more)
–Advisors linked · Have your advisors claim their pages
–Fees and minimum · Say what clients pay, and your minimum
–How you work · Lay out your process in 3 or 4 steps

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Go to the firm page

Grades: growth compares two-year asset growth with the typical wealth management RIA (A is 1.5× typical or more); advisors is A for a top 100 Talent Magnet, otherwise by net advisors in 12 months; tech stack by tools listed; marketing by the share it does of six things the fastest growers do more (testimonials, endorsements and ratings in its ads, from Form ADV 5.L; a YouTube channel, a niche and a monthly blog on its website), of those we could check; the page by how complete it is, including the fees, minimum and process prospects look for first. Assets include market gains and acquisitions. Public data only; not a recommendation.