#1 Jgc Tax & Wealth Management
JGC WEALTH MANAGEMENT, LLC
Based in Salem, OR
Call (503) 390-7880 · WebsiteRetirement Plan Advisors in Salem, OR
The top-ranked retirement plan advisors serving Salem, OR are Jgc Tax & Wealth Management, Jh Advisors and True Private Wealth Advisors, LLC. We list 18 retirement plan advisors serving Salem, OR. 18 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Salem, OR (Marion County). 18 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Salem
#2 Jh Advisors
JAMISON HANSON ADVISORS LLCBased in Salem, ORCall (503) 391-1040 · Website#3 True Private Wealth Advisors, LLC
TRUE PRIVATE WEALTH ADVISORS, LLCBased in Salem, ORCall (503) 400-3311 · Website#4 Strategic Financial Partners, Ltd
STRATEGIC FINANCIAL PARTNERS, LTDServes this area from Keizer, OR (5 mi)Call (503) 467-7832 · Website#5 4:8 Financial
CARLSON FINANCIAL, INC.Serves this area from Canby, OR (28 mi)Call (503) 266-4848 · Website#6 Veridan Wealth
VERIDAN WEALTH LLCServes this area from West Linn, OR (34 mi)Call (503) 946-9733#7 Aldrich Wealth LP
ALDRICH WEALTH, LIMITED PARTNERSHIPServes this area from Lake Oswego, OR (37 mi)Call (503) 620-5329#8 Human Investing
HUMAN INVESTING, LLCServes this area from Lake Oswego, OR (37 mi)Call (503) 905-3100 · Website#9 Cedar Mountain Advisors, LLC
CEDAR MOUNTAIN ADVISORS, LLCServes this area from Lake Oswego, OR (37 mi)Call (503) 224-6868 · Website#10 Panoramic Capital Partners LLC
PANORAMIC CAPITAL PARTNERS LLCServes this area from Lake Oswego, OR (37 mi)Call (503) 937-7819
8 more providers serving this area
- Vergepointe Wealth Management, LLC, Lake Oswego, OR (37 mi)
- Foster & Wood, Inc., Lake Oswego, OR (37 mi)
- Northwest Capital Management Inc., Lake Oswego, OR (37 mi)
- Retirement Consulting Group, Inc., Lake Oswego, OR (37 mi)
- Swiftwater Capital, Lake Oswego, OR (37 mi)
- Pinnacle Wealth Advisors, OR
- True North Retirement Advisors, LLC, OR
- Strada Financial Group LLC, Boring, OR (48 mi)
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Frequently asked questions
How many retirement plan advisors serve Salem?
We list 18 retirement plan advisors serving Salem, OR: 3 based there and 15 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Salem?
The top-ranked retirement plan advisors serving Salem, OR are Jgc Tax & Wealth Management, Jh Advisors, True Private Wealth Advisors, LLC, Strategic Financial Partners, Ltd and 4:8 Financial. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Salem are verified against official records?
10 of the top 10 match an active official record: Jgc Tax & Wealth Management (U.S. Securities and Exchange Commission), Jh Advisors (U.S. Securities and Exchange Commission), True Private Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Strategic Financial Partners, Ltd (U.S. Securities and Exchange Commission) and 4:8 Financial (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .