Best Financial Advisors in SALEM, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$212M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in SALEM
#1
100
CAPSTONE WEALTH ADVISORS, LLC
SALEM, OR · Since 2017
$102M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
CLEARVIEW WEALTH ADVISORS, LLC
SALEM, OR · Since 2019
$202M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
JH ADVISORS
SALEM, OR · Since 2018
$212M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
TRUE PRIVATE WEALTH ADVISORS, LLC
SALEM, OR · Since 2012
$1.4B AUM22 clientsFee: 0%
FiduciaryFee-Only
#5
95
JGC TAX & WEALTH MANAGEMENT
SALEM, OR · Since 2025
$132M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
95
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
SALEM, OR · Since 2018
$922M AUM6 clientsFee: 0%
FiduciaryFee-Only
#7
95
CAPITAL FINANCIAL PLANNERS
SALEM, OR · Since 2020
$285M AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SALEM?
The median advisory fee in SALEM, OR is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.