Investment adviser firms in SALEM, Oregon
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
7 firms · Source months shown: August 2026
- CAPITAL FINANCIAL PLANNERS, LLCCRD 310168 · SALEM, OR$284,756,786.00Regulatory AUM · August 2026
- CAPSTONE WEALTH ADVISORS, LLCCRD 287670 · SALEM, OR$102,375,746.00Regulatory AUM · August 2026
- CLEARVIEW WEALTH ADVISORS, LLCCRD 305737 · SALEM, OR$201,771,685.00Regulatory AUM · August 2026
- JAMISON HANSON ADVISORS LLCCRD 139587 · SALEM, OR$212,048,671.00Regulatory AUM · August 2026
- JGC WEALTH MANAGEMENT, LLCCRD 165770 · SALEM, OR$132,030,176.00Regulatory AUM · August 2026
- KEUDELL MORRISON WEALTH MANAGEMENT, LLCCRD 292600 · SALEM, OR$921,506,676.00Regulatory AUM · August 2026
- TRUE PRIVATE WEALTH ADVISORS, LLCCRD 164947 · SALEM, OR$1,426,784,638.00Regulatory AUM · August 2026