Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsFP Merrill announces laser-targeted advisor bonus incentives for 2027WM State Regulators Fear SEC Crypto Proposals Put 'Thumb On The Scale'

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Salem, VA

Every SEC-registered investment adviser representative at a firm office in Salem, with the firms that employ the most of them.

34 registered advisors work in Salem; the most are at Edward Jones (12). 0 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in Salem

FirmAdvisors in Salem
Edward Jones news12
Partners In Financial Planning, LLC6
Sequent Planning, LLC2
State Farm Investment Management Corp.2
Vested Partners: A Multi-Family Office2
Wells Fargo Clearing Services, LLC news2
Cetera Investment Advisers LLC news1
LPL Financial LLC news1
Q3 Advisors, LLC1
RBC Capital Markets, LLC news1
Raymond James Financial Services Advisors, Inc. news1
Truist Advisory Services, Inc. news1
Valic Financial Advisors, Inc.1
Werba Rubin Papier Wealth Management, LLC1

Advisors in Salem, A to Z

Search all of Virginia →

Other cities in Virginia

All of Virginia →

Richmond 1,353McLean 630Vienna 604Virginia Beach 550Reston 397Alexandria 370Roanoke 348Glen Allen 318Fairfax 293Charlottesville 272Norfolk 251Midlothian 233Arlington 221Williamsburg 217Leesburg 163Lynchburg 147Newport News 147Falls Church 133Harrisonburg 131Chesapeake 123Fredericksburg 108Ashburn 105Winchester 97Tysons Corner 79

Questions

How many financial advisors are in Salem, VA?

34 investment adviser representatives are registered at firm offices in Salem, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Salem?

Edward Jones, with 12 registered advisors in Salem, followed by Partners In Financial Planning, LLC with 6.

How do I check a financial advisor in Salem?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.