Financial advisers in Salem, OR

7 registered investment adviser firms in Salem managing $3.3B in assets, based on public SEC Form ADV filings.

True Private Wealth Advisors, LLC

Salem, OR · Est. 2012

AUM: $1.4B
Per adviser: $65M
Advisers: 22

No reported disclosures

Keudell Morrison Wealth Management, LLC

Salem, OR · Est. 2018

AUM: $922M
Per adviser: $154M
Advisers: 6

No reported disclosures

Capital Financial Planners

Salem, OR · Est. 2020

AUM: $285M
Per adviser: $95M
Advisers: 3

No reported disclosures

Jh Advisors

Salem, OR · Est. 2018

AUM: $212M
Per adviser: $53M
Advisers: 4

No reported disclosures

Clearview Wealth Advisors, LLC

Salem, OR · Est. 2019

AUM: $202M
Per adviser: $101M
Advisers: 2

No reported disclosures

Jgc Tax & Wealth Management

Salem, OR · Est. 2025

AUM: $132M
Per adviser: $44M
Advisers: 3

No reported disclosures

Capstone Wealth Advisors, LLC

Salem, OR · Est. 2017

AUM: $102M
Per adviser: $51M
Advisers: 2

No reported disclosures