Company lists · Data refreshed September 2026

Top 14 Personal financial advisors based in Salem, United States

Name: Personal financial advisors based in Salem, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 27 companies tracked

RevenueBase identified 27 company matches for personal financial advisors associated with Salem, United States as of September 2026 and tracks 159 professional contacts across them, including 81 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Salem has 27.

This list covers company matches for personal financial advisors associated with Salem, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

27Companies

159Contacts tracked

81Verified emails

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The 14 largest personal financial advisors based in Salem, United States

Ranked by team size

Top 14 of 27 company matches for personal financial advisors based in Salem, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	True Private Wealth Advisors	Exact match	Salem, OR, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “TRUE Private Wealth Advisors was founded with the belief that independent financial advisors who act as fiduciaries are uniquely positioned to deliver unbiased and uncompromised…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Cabot Wealth Management	Exact match	Salem, MA, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “Founded in 1983, Cabot Wealth Management is an independent firm that provides individuals, family groups, businesses, and foundations and charities with professional wealth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Partners In Financial Planning, LLC	Exact match	Salem, VA, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Cabot Wealth Network	Exact match	Salem, MA, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “Since 1970, Cabot Wealth Network, has provided research, insights and recommendations to help customers be more successful investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Finer Wealth Management	Exact match	Salem, MA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Fully Integrated Wealth Management firm catering to families, entrepreneurs, executives, individuals that appreciate a high level of financial services delivered with a personal…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Bain Wealth Management	Exact match	Salem, OR, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Bain Wealth Management is a family-owned and operated wealth management firm located in Salem, Oregon.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Summit Wealth Management	Exact match	Salem, OR, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Financial Advice goes beyond annual returns, net worth statements and required minimum distributions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Davis Wealth Advisors	Exact match	Salem, NH, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Davis Wealth Advisors is a fee-only financial planning and wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Capstone Wealth Advisors, LLC	Exact match	Salem, OR, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Founded in 2012, Capstone Wealth Advisors, LLC, is a Registered Investment Advisor created for one purpose: To provide uncompromised advice while serving the interests of our…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Capital Financial Planners	Exact match	Salem, OR, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Greetings!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Travis Terry & Company PC	Exact match	Salem, NH, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “Our unique blending of tax and investment planning provides you an all-inclusive view to your financial wellbeing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Dreambridge Financial	Exact match	Salem, NH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our Mission is to Lead by first understanding the important life matters of those we serve and then through our knowledge and experience provide the direction, vision and servant…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Collective Wealth Planning	Exact match	Salem, OR, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Collective Wealth Planning is a fee-only financial planning and wealth management firm that serves Oregon public employees and retirees.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Divergent Financial Advisory Services LLC	Exact match	Salem, OR, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “DiFi Advisory exists to redefine what financial advice looks like for women, especially entrepreneurs and business owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 14 of 27 personal financial advisors based in Salem, United States

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Personal financial advisors based in Salem, United States at a glance

As of Sep 20, 2026

50.9%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

Email recency for this list is measured across the whole United States list rather than for Salem, so it is reported there. Company counts and contact totals on this page are exact for Salem, over 27 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Salem, United States whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 81 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Salem, United States?

RevenueBase identified 27 company matches for personal financial advisors associated with Salem, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

True Private Wealth Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Salem has 27.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 81 professional contacts with verified work emails tracked across these 27 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.