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Financial Advisors Near You in Salem, OR
Find financial advisors close to you in Salem. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Salem, OR by verified customer ratings and review volume. The highest-rated is Campbell Wealth Management with a 5.0-star rating from 8 verified reviews. Also in the top tier: Modewealth LLC and Bain Wealth Management. The average rating across all listed financial advisors in Salem is 4.9 stars from 4 reviews per business on average.
Financial advisors in Salem typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
4
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Campbell Wealth Management
2425 13th St SE, Salem, OR 97302, USA
Modewealth LLC
5778 Commercial St SE ste 250, Salem, OR 97306, USA
Bain Wealth Management
4085 Hager St SE Suite 100, Salem, OR 97317, USA
Financial Advisors Rankings in Salem, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Campbell Wealth Management2425 13th St SE, Salem, OR 97302, USA | 5.0★ | 8 |
| #2 | Modewealth LLC5778 Commercial St SE ste 250, Salem, OR 97306, USA | 4.4★ | 19 |
| #3 | Bain Wealth Management4085 Hager St SE Suite 100, Salem, OR 97317, USA | 5.0★ | 6 |
| #4 | Capstone Wealth Advisors388 State St #700, Salem, OR 97301, USA | 5.0★ | 4 |
| #5 | Park Front Wealth - Ameriprise Financial Services, LLC235 Front St SE UNIT 400, Salem, OR 97301, USA | 5.0★ | 3 |
| #6 | TRUE Private Wealth Advisors1781 Liberty St SE Ste. 200, Salem, OR 97302, USA | 5.0★ | 4 |
| #7 | Capital Financial Planners1640 Liberty St SE, Salem, OR 97302, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Garry M Falor, CFP®|AAMS®1100 Liberty St SE Ste 130, Salem, OR 97302, USA | 5.0★ | 4 |
| #9 | Keudell/Morrison Wealth Management235 Front St SE UNIT 300, Salem, OR 97301, USA | 5.0★ | 4 |
| #10 | Three Pines Wealth Advisors - Ameriprise Financial Services, LLC3550 Liberty Rd S Ste 210, Salem, OR 97302, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Salem
Capstone Wealth Advisors
388 State St #700, Salem, OR 97301, USA
Park Front Wealth - Ameriprise Financial Services, LLC
235 Front St SE UNIT 400, Salem, OR 97301, USA
TRUE Private Wealth Advisors
1781 Liberty St SE Ste. 200, Salem, OR 97302, USA
Capital Financial Planners
1640 Liberty St SE, Salem, OR 97302, USA
Edward Jones - Financial Advisor: Garry M Falor, CFP®|AAMS®
1100 Liberty St SE Ste 130, Salem, OR 97302, USA
Keudell/Morrison Wealth Management
235 Front St SE UNIT 300, Salem, OR 97301, USA
Three Pines Wealth Advisors - Ameriprise Financial Services, LLC
3550 Liberty Rd S Ste 210, Salem, OR 97302, USA
Wealth Enhancement Group
500 Liberty St SE Ste. 310, Salem, OR 97301, USA
Grant Stewart - Financial Advisor, Ameriprise Financial Services, LLC
528 Cottage St NE #300a, Salem, OR 97301, USA
Great Oak Advisors Inc
3468 Liberty Rd S, Salem, OR 97302, USA
Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS®
540 Patterson St NW Suite 100, Salem, OR 97304, USA
Derek A Gilbert - Financial Advisor, Ameriprise Financial Services, LLC
285 Liberty St NE #300, Salem, OR 97301, USA
Edward Jones - Financial Advisor: Charisa L Henckel, CFP®
530 Center St NE UNIT 600, Salem, OR 97301, USA
Edward Jones - Financial Advisor: Grant L Kendall, CRPS™
1750 Liberty St SE, Salem, OR 97302, USA
Edward Jones - Financial Advisor: Jeff Davis, CFP®|CEPA®
2235 Mission St SE Suite 200, Salem, OR 97302, USA
Anthem Wealth Strategies - Ameriprise Financial Services, LLC
285 Liberty St NE #300, Salem, OR 97301, USA
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Frequently Asked Questions — Financial Advisors in Salem
What is a fiduciary financial advisor and why does it matter in Salem?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Salem, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Salem?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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