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Best financial advisors in Salem, OR

Registered advisers within 25 miles of Salem, OR.

Offices
150
Firms
54
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,456,050 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
BANKERS LIFE ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
REDW WEALTH LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
D.A. DAVIDSON & CO.
VOYA FINANCIAL ADVISORS, INC.
JGC TAX & WEALTH MANAGEMENT
COLLECTIVE WEALTH PLANNING

Investors

MIHEI M EGOROFF
Che Guerber-Santana
JUDY CAROL BASZNIAK
Alexander Ferry
Tate Samuel Stearns
Kale Christian Stearns
CORA JEAN SLOWIKOWSKI
Charles Emery Hutchings
DOMINIC VICTOR OLVERA
GRANT WILLIAM STEWART
Adam Feik
Nolan D Miller
MIKEAL DAVID DAVIS
JAMES ROBERT KARBERG
DAVID MICHAEL BUDD
Kyle R King
Chad Michael Wright
Karina Y Stevens
Devon Michael Dunagan
Carleen Marie Dunagan
Charisa L Henckel
TROY WILLIAM GAUL
JUSTIN LEE NAEGLE
Derek Allan Gilbert
WILLIAM ZACHARY HILL
Katie Marie Fallin
PAUL BRYAN CRAMER
MICHAEL ANDREW BLANCHARD
Maria C Spores
BRENNA RENEE JENSEN-BAUCUM

Within 25 miles of Salem, OR, Best Investors lists 54 registered investment advisory firms with 150 offices nearby, managing about $11.2T in combined regulatory AUM across 2,456,050 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Salem

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM