Firms by city
Registered investment advisers in Salem, OR
6 SEC-registered advisers headquartered in Salem, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| True Private Wealth Advisors | Salem, OR | $1.43B |
| Keudell Morrison Wealth Management | Salem, OR | $922M |
| Capital Financial Planners | Salem, OR | $285M |
| Jamison Hanson Advisors | Salem, OR | $212M |
| JGC Wealth Management | Salem, OR | $132M |
| Capstone Wealth Advisors | Salem, OR | $102M |
- Headquarters
- Salem, OR
- Regulatory AUM
- $1.43B
- Headquarters
- Salem, OR
- Regulatory AUM
- $922M
- Headquarters
- Salem, OR
- Regulatory AUM
- $285M
- Headquarters
- Salem, OR
- Regulatory AUM
- $212M
- Headquarters
- Salem, OR
- Regulatory AUM
- $132M
- Headquarters
- Salem, OR
- Regulatory AUM
- $102M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Salem on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Oregon.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.