Verified · Salem

Trusted Financial Advisors in Salem, OR

Trust matters when you're inviting a pro into your home or business. These financial advisors in Salem have earned it through hundreds of verified reviews.

As of June 2026, RatingsNearMe ranks 19 financial advisors in Salem, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Campbell Wealth Management with a 5.0-star rating from 8 Google reviews and an RNM Score of 70/100. 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 June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Filter:

Local Market Snapshot

19

Businesses listed

4.9★

Avg rating

4

Avg reviews

Jun 13, 2026

Last updated

Top Rated Financial Advisors

5.0(8 reviews)

Boasts a perfect 5.0-star rating from eight Google reviews.

2425 13th St SE, Salem, OR 97302, USA
4.4(19 reviews)

Trusted by clients with a solid 4.4-star rating from 19 reviews.

5778 Commercial St SE ste 250, Salem, OR 97306, USA
5.0(6 reviews)

Rated 5.0 stars from 6 Google reviews, reflecting consistent client satisfaction.

4085 Hager St SE Suite 100, Salem, OR 97317, USA

Financial Advisors Rankings in Salem, OR

#BusinessRatingReviews
#1Campbell Wealth Management2425 13th St SE, Salem, OR 97302, USA5.08
#2Modewealth LLC5778 Commercial St SE ste 250, Salem, OR 97306, USA4.419
#3Bain Wealth Management4085 Hager St SE Suite 100, Salem, OR 97317, USA5.06
#4Edward Jones - Financial Advisor: Charisa L Henckel, CFP®530 Center St NE UNIT 600, Salem, OR 97301, USA4.47
#5Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS®540 Patterson St NW Suite 100, Salem, OR 97304, USA5.01
#6Keudell/Morrison Wealth Management235 Front St SE UNIT 300, Salem, OR 97301, USA5.04
#7Edward Jones - Financial Advisor: Grant L Kendall, CRPS™1750 Liberty St SE, Salem, OR 97302, USA5.01
#8TRUE Private Wealth Advisors1781 Liberty St SE Ste. 200, Salem, OR 97302, USA5.04
#9Capstone Wealth Advisors388 State St #700, Salem, OR 97301, USA5.04
#10Park Front Wealth - Ameriprise Financial Services, LLC235 Front St SE UNIT 400, Salem, OR 97301, USA5.03

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Salem

4
4.4· 7 reviews

A local financial advisor with a solid 4.4-star rating from 7 Google reviews.

530 Center St NE UNIT 600, Salem, OR 97301, USA

5
5.0· 1 reviews

5.0 stars from one Google review; an exceptional reputation.

540 Patterson St NW Suite 100, Salem, OR 97304, USA

6
5.0· 4 reviews

Rated 5.0 stars from 4 reviews, this local financial advisor is highly respected.

235 Front St SE UNIT 300, Salem, OR 97301, USA

7
5.0· 1 reviews

Trusted Salem financial advisor with a perfect 5.0-star rating from client reviews.

1750 Liberty St SE, Salem, OR 97302, USA

8
5.0· 4 reviews

A 5.0-star rating from four Google reviews highlights exceptional client satisfaction.

1781 Liberty St SE Ste. 200, Salem, OR 97302, USA

9
5.0· 4 reviews

Earned a perfect 5.0-star rating from four Google reviews.

388 State St #700, Salem, OR 97301, USA

10
5.0· 3 reviews

5.0★ from 3 reviews, reflecting exceptional client satisfaction.

235 Front St SE UNIT 400, Salem, OR 97301, USA

11
5.0· 5 reviews

Earns a perfect 5.0-star rating from 5 Google reviews in Salem.

2235 Mission St SE Suite 200, Salem, OR 97302, USA

12
5.0· 4 reviews

Consistently earns a perfect 5.0-star rating from its first four Google reviews.

1100 Liberty St SE Ste 130, Salem, OR 97302, USA

13
5.0· 4 reviews

5.0 stars across 4 reviews from clients in Salem.

3468 Liberty Rd S, Salem, OR 97302, USA

14
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews for financial guidance in Salem.

285 Liberty St NE #300, Salem, OR 97301, USA

15
4.5· 2 reviews

Trusted Salem financial advisor with a strong 4.5-star rating from client reviews.

500 Liberty St SE Ste. 310, Salem, OR 97301, USA

16
5.0· 2 reviews

5.0 stars from recent Google reviews in Salem.

285 Liberty St NE #300, Salem, OR 97301, USA

17
5.0· 1 reviews

Exceptional 5.0-star rating from a small number of Google reviews.

1640 Liberty St SE, Salem, OR 97302, USA

18
5.0· 1 reviews

Trusted financial advisor in Salem with a 5.0-star rating from early client reviews.

528 Cottage St NE #300a, Salem, OR 97301, USA

19
5.0· 1 reviews

Rated 5.0 stars from a small number of Google reviews in Salem, OR.

3550 Liberty Rd S Ste 210, Salem, OR 97302, USA

Data from Google Business listings
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Financial Advisors in Salem, OR — Compared

#BusinessRNM ScoreRatingReviews
1Campbell Wealth Management70/1005.0 ★8
2Modewealth LLC64/1004.4 ★19
3Bain Wealth Management69/1005.0 ★6
4Edward Jones - Financial Advisor: Charisa L Henckel, CFP®59/1004.4 ★7
5Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS®62/1005.0 ★1
6Keudell/Morrison Wealth Management67/1005.0 ★4
7Edward Jones - Financial Advisor: Grant L Kendall, CRPS™62/1005.0 ★1
8TRUE Private Wealth Advisors67/1005.0 ★4
9Capstone Wealth Advisors67/1005.0 ★4
10Park Front Wealth - Ameriprise Financial Services, LLC66/1005.0 ★3

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026

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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: June 13, 2026.

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About This Financial Advisors Directory — Salem, OR

This page lists and ranks 19 financial advisors serving Salem, OR as of June 2026. The average verified rating across all listings is 4.9 stars, with an average of 4 customer reviews per business. The top-ranked financial advisors in Salem by our algorithm is Campbell Wealth Management (5.0 stars, 8 reviews). Financial advisors in Salem typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Salem: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the OR licensing board before hiring.

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