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: 388 State Street Suite 1000, Salem, OR 97301
Clients: 1,063
Average Clients per Advisor: 55
AUM: $ 948M
CAPSTONE WEALTH ADVISORS, LLC
CRD#: 287670
Address: 2005 Madrona Avenue Se, Salem, OR 97302
Clients: 1,204
Average Clients per Advisor: 109
AUM: $ 652M
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
CRD#: 292600
Address: 235 Front St. Se Suite 300, Salem, OR 97301
Clients: 638
Average Clients per Advisor: 127
AUM: $ 634M
CAPITAL FINANCIAL PLANNERS
CRD#: 310168
Address: 1640 Liberty St Se, Salem, OR 97302
Clients: 148
Average Clients per Advisor: 74
AUM: $ 204M
CLEARVIEW WEALTH ADVISORS, LLC
CRD#: 305737
Address: 670 Hawthorne Ave Se, Ste 250, Salem, OR 97301
Clients: 480
Average Clients per Advisor: 160
AUM: $ 179M
GREEN NEWTON JAMISON
CRD#: 139587
Address: 1564 Commercial St. Se, Salem, OR 97302
Clients: 63
Average Clients per Advisor: 21
AUM: $ 139M
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
Nancy Eileen Kelly
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Brian Lane Tycksen
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Ali Panahpour
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Scott Aaron Mueller
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Benjamin Blunck James
Registered Affiliation(s):LPL FINANCIAL LLC
Patricia Ann Sturr
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Walter Ray Sagner
Registered Affiliation(s):THE LEGACY GROUP, LTD.
Teresa Marie Lulay
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Martha Ann Cracolice
Registered Affiliation(s):MORGAN STANLEY
Beverly Jean Johnson
Registered Affiliation(s):LPL FINANCIAL LLC
Kip Allen Mechals
Registered Affiliation(s):MARINER WEALTH ADVISORS
John W Auer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Lester Mendenhall
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Kevin Frank Marshall
Registered Affiliation(s):OSAIC WEALTH, INC.
Matthew G Horne
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Steven Erik Sutherland
Registered Affiliation(s):FINANCIAL INSIGHTS LLC
Dale Gregory Potts
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Susan Diana Yesilada
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Larry Roger Ragland
Registered Affiliation(s):PFS INVESTMENTS INC.
Carolyn Jean Carpenter
Registered Affiliation(s):PAULSON INVESTMENT ADVISORS, LLC
Edward Eugene Truax
Registered Affiliation(s):HORST & GRABEN WEALTH MANAGEMENT, LLC
Katherine Cromwell Fisher-schultz
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Hank Matthew Clayton
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Justin Patrick Lindsey
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
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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