| 1. True Private Wealth Advisors, LLC CRD 164947 · Limited Liability Company | SALEM, OR | $1.4B May 2026 | +$165.7M+13.1% | +$479.0M+50.5% | +$524.6M+58.1% | — | +3 employees+15.8% over 3Y | -2,109 accounts-57.0% over 3Y |
| 2. Keudell Morrison Wealth Management, LLC CRD 292600 · Limited Liability Company | SALEM, OR | $921.5M Mar 2026 | +$108.5M+13.3% | +$250.3M+37.3% | +$362.3M+64.8% | +$494.9M+116.0% | +6 employees+120.0% over 3Y | +359 accounts+20.8% over 3Y |
| 3. Capital Financial Planners CRD 310168 · Limited Liability Company | SALEM, OR | $284.8M Mar 2026 | +$41.1M+16.9% | +$62.1M+27.9% | +$98.7M+53.1% | — | +1 employees+25.0% over 3Y | +6 accounts+1.1% over 3Y |
| 4. Jh Advisors CRD 139587 · Limited Liability Company | SALEM, OR | $212.0M Mar 2026 | +$40.3M+23.5% | +$70.2M+49.5% | +$101.2M+91.3% | +$139.0M+190.3% | -3 employees-42.9% over 3Y | +77 accounts+22.8% over 3Y |
| 5. Clearview Wealth Advisors, LLC CRD 305737 · Limited Liability Company | SALEM, OR | $201.8M Mar 2026 | +$26.4M+15.0% | +$23.2M+13.0% | +$8.8M+4.6% | — | 0 employees+0.0% over 3Y | -162 accounts-16.4% over 3Y |
| 6. Jgc Tax & Wealth Management CRD 165770 · Limited Liability Company | SALEM, OR | $132.0M Mar 2026 | +$22.1M+20.1% | — | — | +$22.1M+20.1% | 0 employees+0.0% over 1Y | +11 accounts+2.3% over 1Y |
| 7. Capstone Wealth Advisors, LLC CRD 287670 · Limited Liability Company | SALEM, OR | $102.4M Mar 2026 | -$618.5M-85.8% | -$550.0M-84.3% | -$465.7M-82.0% | — | -6 employees-66.7% over 3Y | -2,854 accounts-87.1% over 3Y |