Falists

Oregon · 9 advisers

Financial Advisors in Salem, Oregon

Looking for a financial advisor in Salem, Oregon? Falists indexes 9 SEC-registered and state-registered investment advisers in Salem — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $1.43B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

9

With website

8

Largest AUM

$1.43B

Financial planning

9

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth9Planning9Trusts9Retirement5Institutional4

Top advisors in Salem

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

JH ADVISORS

Salem, OR

AUM

$212.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

503.391.1040

Full profileVisit site →

More cities in Oregon

Portland (99)Lake Oswego (43)Bend (25)Beaverton (21)Eugene (16)Hillsboro (7)West Linn (7)Clackamas (6)Tigard (6)Corvallis (5)Ashland (4)Grants Pass (4)

Common questions

How many financial advisors are in Salem, Oregon?
9 registered investment advisers are listed in our Salem directory, sourced from public SEC filings.
What types of advisors are in Salem?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Salem?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.