City
Wealth management firms in Salem, Massachusetts
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Salem, Massachusetts reported $595.0 million in regulatory assets under management; the largest by assets was Finer Wealth Management, Inc., with $305.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $595.0 million
- Average per firm
- $66.1 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Finer Wealth Management, Inc. | SEC | $305.8 million | 777 |
| 2 | Rothwell Investment Advisors | SEC | $187.7 million | 1,363 |
| 3 | Revolution Capital, Inc | State | $49.7 million | 131 |
| 4 | Red Clover Wealth Management, LLC | State | $30.1 million | 167 |
| 5 | Sail Loft Capital Management LLC | State | $11.0 million | 11 |
| 6 | Abraham, Robert Ralph Jr | State | $7.4 million | 19 |
| 7 | CFS Financial, LLC | State | $1.7 million | 8 |
| 8 | By the Square Investments | State | $1.7 million | 8 |
| 9 | Plan for It Financial, LLC | State | $0 | 0 |
Wealth management firms in Massachusetts, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.