City
Wealth management firms in Salem, Oregon
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Salem, Oregon reported $3.2 billion in regulatory assets under management; the largest by assets was True Private Wealth Advisors, LLC, with $1.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $3.2 billion
- Average per firm
- $319.4 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | True Private Wealth Advisors, LLC | SEC | $1.4 billion | 1,592 |
| 2 | Keudell Morrison Wealth Management, LLC | SEC | $921.5 million | 2,083 |
| 3 | Capital Financial Planners | SEC | $284.8 million | 575 |
| 4 | JH Advisors | SEC | $212.0 million | 414 |
| 5 | JGC Tax & Wealth Management | SEC | $132.0 million | 495 |
| 6 | Capstone Wealth Advisors, LLC | SEC | $102.4 million | 422 |
| 7 | Willamette Valley Wealth Management, LLC | State | $69.9 million | 111 |
| 8 | Collective Wealth Planning | State | $36.0 million | 90 |
| 9 | Goldmark Financial Planners, LLC | State | $6.0 million | 42 |
| 10 | Difi Advisory | State | $2.8 million | 31 |
Wealth management firms in Oregon, 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.