Investment advisers in Salem, OR
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| True Private Wealth Advisors, LLC | $1.43 billion | 22 | 0 |
| Keudell Morrison Wealth Management, LLC | $921.5 million | 11 | 0 |
| Capital Financial Planners | $284.8 million | 5 | 0 |
| Jh Advisors | $212.0 million | 4 | 0 |
| Jgc Tax & Wealth Management | $132.0 million | 3 | 0 |
| Capstone Wealth Advisors, LLC | $102.4 million | 3 | 0 |