Top 6 financial advisor firms in Salem

6 SEC-registered financial advisor firms are headquartered in Salem, OR, with $3.08B in combined regulatory assets under management. The largest by assets are True Private Wealth Advisors ($1.43B), Keudell Morrison Wealth Management ($922M) and Capital Financial Planners ($285M).

6
Financial advisor firms: $3.08B
Their combined AUM: $248M
Median firm AUM: 3,101
Clients of the top 6

The 6 largest by assets

1
True Private Wealth Advisors
RIA
$1.43B
Up to 2.25% a year
2
Keudell Morrison Wealth Management
RIA
$922M
0.50% to 1.50% a year
3
Capital Financial Planners
RIA
$285M
0.25% to 1.00% a year
4
Jamison Hanson Advisors
RIA
$212M
0.50% to 1.25% a year
5
JGC Wealth Management
RIA
$132M
0.50% to 1.40% a year
6
Capstone Wealth Advisors
RIA
$102M
0.10% to 1.50% a year

Profiles of the top 6

No. 1 · RIA

True Private Wealth Advisors

True Private Wealth Advisors is an investment adviser based in Salem, OR, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.43 billion, as filed on 6 May 2026.

True Private Wealth Advisors charges up to 2.25% a year for its IM Program.

Regulatory AUM: $1.43B
Clients: 1,592
Advisory staff: 22
Founded: 2012
Fee schedule: Up to 2.25% a year
Custodians: Fidelity
Headquarters: 1781 Liberty Street Se, Suite 200, Salem, OR 97302
Phone: 503-400-3311
Website: truepwa.com

No. 2 · RIA

Keudell Morrison Wealth Management

Keudell Morrison Wealth Management is an investment adviser based in Salem, OR, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $922 million, as filed on 8 July 2026.

Keudell Morrison Wealth Management charges 0.50%–1.50% a year for its Annual advisory fee.

Regulatory AUM: $922M
Clients: 816
Advisory staff: 6
Fee schedule: 0.50% to 1.50% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 235 Front St. Se, Suite 300, Salem, OR 97301
Phone: 971-209-4500
Website: keudellmorrisonwm.com

No. 3 · RIA

Capital Financial Planners

Capital Financial Planners is an investment adviser based in Salem, OR, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $285 million, as filed on 16 March 2026.

Capital Financial Planners charges 0.25%–1.00% a year for its Wealth Management Services (Unbundled).

Regulatory AUM: $285M
Clients: 221
Advisory staff: 3
Founded: 1984
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab, Assetmark Trust
Headquarters: 1640 Liberty St Se, Salem, OR 97302
Phone: 503-585-1067
Website: capfina.com

No. 4 · RIA

Jamison Hanson Advisors

Jamison Hanson Advisors is an investment adviser based in Salem, OR, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $212 million, as filed on 9 March 2026.

Jamison Hanson Advisors charges 0.50%–1.25% a year for its Investment Management Services.

Regulatory AUM: $212M
Clients: 145
Advisory staff: 4
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 1564 Commercial St. Se, Salem, OR 97302
Phone: 503-391-1040
Website: jhadvisors.com

No. 5 · RIA

JGC Wealth Management

JGC Wealth Management is an investment adviser based in Salem, OR, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $132 million, as filed on 17 March 2026.

JGC Wealth Management charges 0.50%–1.40% a year for its Asset Management.

Regulatory AUM: $132M
Clients: 202
Advisory staff: 3
Fee schedule: 0.50% to 1.40% a year
Custodians: Charles Schwab, Matrix Trust
Headquarters: 250 Church Street Se, Ste 100, Salem, OR 97301
Phone: 503-390-7880
Website: jgctaxandwealth.com

No. 6 · RIA

Capstone Wealth Advisors

Capstone Wealth Advisors is an investment adviser based in Salem, OR, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $102 million, as filed on 31 March 2026.

Capstone Wealth Advisors charges 0.10%–1.50% a year for its Portfolio management fee.

Regulatory AUM: $102M
Clients: 125
Advisory staff: 2
Fee schedule: 0.10% to 1.50% a year
Custodians: Charles Schwab, Altruist, Bluerock Real Estate Holdings
Headquarters: 388 State Street, Suite 700, Salem, OR 97301
Phone: 503-967-1980
Website: capstonewealthadvisors.com

Questions about financial advisors in Salem

How many financial advisor firms are headquartered in Salem?

6 SEC-registered financial advisor firms report their principal office in Salem, OR, managing $3.08B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Salem?

True Private Wealth Advisors, with $1.43B in regulatory assets under management on its latest Form ADV. The next largest are Keudell Morrison Wealth Management ($922M) and Capital Financial Planners ($285M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Salem?

The median firm manages $248M in regulatory assets. That is the midpoint of the 6 firms headquartered in Salem.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Salem charge?

Of the 6 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Salem?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Salem has 6 financial advisor firms; see every adviser in the city →