AdvisorCensus / Financial advisors / Oregon / Salem, OR / Charles Schwab
Financial advisors in Salem, OR using Charles Schwab
6 SEC-registered investment advisory firms headquartered in the Salem, OR metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Auxier Asset Management | Aurora | SEC-registered investment adviser | $500 million to $1 billion |
| Capital Financial Planners | Salem | SEC-registered investment adviser | $100 million to $500 million |
| Capstone Wealth Advisors, LLC | Salem | SEC-registered investment adviser | $100 million to $500 million |
| JGC Tax & Wealth Management | Salem | SEC-registered investment adviser | $100 million to $500 million |
| JH Advisors | Salem | SEC-registered investment adviser | $100 million to $500 million |
| Keudell Morrison Wealth Management, LLC | Salem | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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