Best Financial Advisors in SALEM, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SALEM
CAPSTONE WEALTH ADVISORS, LLC
SALEM, OR · Since 2017
CLEARVIEW WEALTH ADVISORS, LLC
SALEM, OR · Since 2019
TRUE PRIVATE WEALTH ADVISORS, LLC
SALEM, OR · Since 2012
JH ADVISORS
SALEM, OR · Since 2018
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
SALEM, OR · Since 2018
CAPITAL FINANCIAL PLANNERS
SALEM, OR · Since 2020
JGC TAX & WEALTH MANAGEMENT
SALEM, OR · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.