AdvisorGrade

Financial advisers in Salem, MA

2 registered investment adviser firms in Salem managing $493M in assets, based on public SEC Form ADV filings.

Finer Wealth Management, INC.

Salem, MA · Est. 2021

Regional
Fee-based
AUM
$306M
Per adviser
$153M
Advisers
2

No reported disclosures

Rothwell Investment Advisors

Salem, MA · Est. 2025

Local
Fee-only
AUM
$188M
Per adviser
$63M
Advisers
3

No reported disclosures