National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Salem, Massachusetts

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Salem is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Salem & pick the one as per your needs

How To Find The Best Financial Advisors in Salem, Massachusetts

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Salem, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 3 non-vetted financial advisors in Salem, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Salem, Massachusetts have an average of 27 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Salem, Massachusetts

advisor-photo

Allworth Financial

Allworth Financial

800 South Street Suite 350

Waltham, MA 02453

888-242-6766

advisor-photo

Jonathan Straus

Commons Capital

254 Second Avenue, Suite 130

Needham, MA 02494

617-431-5155

advisor-photo

Josh Darwin

Regal Financial

669 South St

Needham, MA 02492

617-281-2721

Top Financial Advisor Firms in Salem, Massachusetts (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CABOT WEALTH MANAGEMENT
216 Essex Street,
Salem, MA, 1970
107327 $1,101,610,638 1751 A percentage of AUM, Hourly charges, Fixed fees
FINER WEALTH MANAGEMENT, INC.
530 Loring Avenue, Suite 302
Salem, MA, 1970
129987 $163,871,463 614 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Salem, Massachusetts

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Cabot Wealth Management
Inquire with Cabot
216 Essex Street, Salem, MA 01970 978-745-9233
Finer Wealth Management
Inquire with Finer
530 Loring Avenue, Suite 302 Salem, MA 01970 978-740-1011
Edward Jones
Inquire with Edward
320 Derby Street, Salem, MA 01970 978-744-2102

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors