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
Elizabeth Kathleen Sanchez
Registered Affiliation(s):PFS INVESTMENTS INC.
Laura Macewen Dix
Registered Affiliation(s):LPL FINANCIAL LLC
Phyllis H Carlton
Registered Affiliation(s):CARLTON ADVISORS, LLC
William K Good
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christina Marie Levin
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Thomas Charles Paterson
Registered Affiliation(s):GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
Suzanne Jane Roppe
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Mark J Biallas
Registered Affiliation(s):SOUND INVESTMENT MANAGEMENT INC
Michael Linn Hoover
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
William Ward Edward Campbell
Registered Affiliation(s):COGNITIANT
Debra J Hardy
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Charles Giaquinto
Registered Affiliation(s):PAULSON INVESTMENT COMPANY LLC
Julie Diane Johnsen
Registered Affiliation(s):PURE PORTFOLIOS
Michael Ralph Handy
Registered Affiliation(s):HANDY & COMPANY FINANCIAL ADVISORS, INC.
Christel Parkinson Turkiewicz
Registered Affiliation(s):NORTHWEST INVESTMENT COUNSELORS
Gregory Scott Allen
Registered Affiliation(s):APELLA CAPITAL
Nickolas R Hankerson
Registered Affiliation(s):PLANMEMBER SECURITIES CORPORATION
Daniel Mark Grubbs
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Colleen Fae Van Blaricom
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
Eric Thomas Kimes
Registered Affiliation(s):PFS INVESTMENTS INC.
Corrie Bergeron Oliva
Registered Affiliation(s):MATISSE CAPITAL
Douglas Edward Davison
Registered Affiliation(s):ALDRICH WEALTH LP
Ronald Ray Boucher
Registered Affiliation(s):CLEARVIEW WEALTH ADVISORS, LLC
Ryan Mcwilliams Jones
Registered Affiliation(s):EAGLE STRATEGIES 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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