Top Financial Advisors in Salem, Oregon
Finding the right financial advisor in Salem is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Salem, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Salem, OR.
Find the Best Financial Advisor Firms in Salem:
TRUE PRIVATE WEALTH ADVISORS, LLC
CRD#: 164947
Address: 1781 Liberty Street Se Suite 200, Salem, OR 97302
Clients: 1,142
Average Clients per Advisor: 57
AUM: $ 1.3B
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
CRD#: 292600
Address: 235 Front St. Se Suite 300, Salem, OR 97301
Clients: 584
Average Clients per Advisor: 97
AUM: $ 813M
CAPITAL FINANCIAL PLANNERS
CRD#: 310168
Address: 1640 Liberty St Se, Salem, OR 97302
Clients: 132
Average Clients per Advisor: 44
AUM: $ 244M
CAPSTONE WEALTH ADVISORS, LLC
CRD#: 287670
Address: 388 State Street, Suite 700, Salem, OR 97301
Clients: 224
Average Clients per Advisor: 74
AUM: $ 230M
CLEARVIEW WEALTH ADVISORS, LLC
CRD#: 305737
Address: 2035 Madrona Ave Se Ste 100, Salem, OR 97302
Clients: 332
Average Clients per Advisor: 166
AUM: $ 184M
JH ADVISORS
CRD#: 139587
Address: 1564 Commercial St. Se, Salem, OR 97302
Clients: 70
Average Clients per Advisor: 17
AUM: $ 172M
How We Chose the Top Financial Advisors in Salem, Oregon
To create this list of top financial advisor firms in Salem, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Salem has to offer.
Search Financial Advisors in Salem, Oregon
Amanda R Henevoy
Shelly Rene Egli
Brynie James Robinson
Heath Richard Cornick
Rosco Bryan Huebner
Jason Lee Mcmurphy
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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