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Investment Advisors in Salem, WI: 2026 rankings

44 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Salem: North Shore Asset Management and Tax Advisory, Inc., RFA Score 67/100; 4.9★ from 43 Google reviews.

  2. 3

    Most-reviewed: Briggs Financial Inc., 59 Google reviews at 5.0★, the most of 44 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

44 Salem investment advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 44 rated firms.

Top 10 investment advisors in Salem at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Salem at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1North Shore Asset Management and Tax Advisory, Inc.674.9★ (43)Libertyville, 19 mi away—Top score
2Wells Fargo Advisors663.7★ (7)Kenosha, 15 mi away——
3Briggs Financial Inc.665.0★ (59)Round Lake Beach, 11 mi awaySat · Sun · EveningsMost reviews
4Wolter Wealth Management655.0★ (6)Libertyville, 22 mi away——
5Beacon Pointe Advisors655.0★ (3)Burlington, 15 mi away——
6Scott Davis - Prudential Financial643.7★ (3)Gurnee, 16 mi away——
71st Opulence Financial645.0★ (37)Burlington, 12 mi away——
8Ikonix Group Inc633.8★ (4)Lake Forest, 22 mi away——
9Retirement Advocates, Inc.635.0★ (25)Kenosha, 12 mi away——
10Serenity Wealth Management, Sean O'Connor MBA625.0★ (8)SalemSat—

All 44 investment advisors in Salem, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Wolter Wealth Management

    Based in Libertyville, 22 mi away

    65/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    1590 S Milwaukee Ave #302, Libertyville, IL 60048
    View profile for Wolter Wealth Management(224) 331-0311

  5. #5 Beacon Pointe Advisors

    Based in Burlington, 15 mi away

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    875 Townline Rd Ste 100, Lake Geneva, WI 53147
    View profile for Beacon Pointe Advisors(262) 348-9981

  8. #8 Ikonix Group Inc

    Based in Lake Forest, 22 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.8★ from 4 Google reviews, listed on Google as “Investment company”.

    • 3.8★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    28105 N Keith Dr, Lake Forest, IL 60045
    View profile for Ikonix Group Inc(847) 367-4671

  12. #12 Edward Jones - Financial Advisor: Travis M Brown, CEPA®

    Based in Grayslake, 15 mi away

    60/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon 9 AM–4:30 PM · Tue 9 AM–4 PM · Wed 9 AM–7 PM · Thu 9 AM–6 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    10 N Lake St Ste 113, Grayslake, IL 60030
    View profile for Edward Jones - Financial Advisor: Travis M Brown, CEPA®(847) 223-2580

  13. #13 Bill Sweetman Agency

    Based in Kenosha, 14 mi away

    59/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7514 30th Ave, Kenosha, WI 53142
    View profile for Bill Sweetman Agency(262) 657-8072

  17. #17 Associated Bank

    Based in Burlington, 12 mi away

    59/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.8★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 19 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1050 Milwaukee Ave, Burlington, WI 53105
    View profile for Associated Bank(262) 763-9955

  18. #18 Associated Bank

    Based in Gurnee, 16 mi away

    59/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 12 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1313 N Delany Rd, Gurnee, IL 60031
    View profile for Associated Bank(847) 360-5116

  20. #20 JPV Financial

    Based in Grayslake, 16 mi away

    58/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3:30 PM · Sat–Sun closed
    Address
    888 E Belvidere Rd Ste 120, Grayslake, IL 60030
    View profile for JPV Financial(847) 257-1221

  21. #21 Edward Jones - Financial Advisor: Daniel J Pascucci, CPWA®|AAMS®

    Based in Kenosha, 13 mi away

    58/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon 8:30 AM–5:30 PM · Tue 8:30 AM–6:30 PM · Wed–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    4901 60th St, Kenosha, WI 53144
    View profile for Edward Jones - Financial Advisor: Daniel J Pascucci, CPWA®|AAMS®(262) 652-2968

All 44 investment advisors

#1 to #25 are shown in full above. Here are #26 to #44, in RFA Score order; each links to its profile.

investment advisors in Salem, ranks 26 to 44
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Mike Kaniok, CFP®|AAMS®575.0★ (4)12 mi
27Edward Jones - Financial Advisor: Brooke Kreuser, CEPA®575.0★ (4)13 mi
28Associated Bank574.1★ (17)23 mi
29Edward Jones - Financial Advisor: Michael McKinney, CFP®|CRPC™575.0★ (5)15 mi
30Thrivent Financial - Shoreline Group565.0★ (3)12 mi
31Edward Jones - Financial Advisor: Peter Brush, CFP®565.0★ (4)16 mi
32PMG Wealth Management565.0★ (8)23 mi
33Edward Jones - Financial Advisor: Matt Perley565.0★ (3)14 mi
34North Shore Capital Group Investment Advisors, Inc551.0★ (3)25 mi
35Edward Jones - Financial Advisor: Jerry Papiernik555.0★ (5)22 mi
36Edward Jones - Financial Advisor: Cheryl Kranz, AAMS®545.0★ (5)23 mi
37ellio Wealth Advisors - Ameriprise Financial Services, LLC543.7★ (3)16 mi
38Edward Jones - Financial Advisor: Erica B Gunther, CFP®544.5★ (4)23 mi
39Edward Jones - Financial Advisor: Rob Johnson535.0★ (3)23 mi
40Edward Jones - Financial Advisor: Jeff Stonecliffe, AAMS®534.0★ (4)23 mi
41Edward Jones - Financial Advisor: Jason T Gunther, CFP®535.0★ (3)23 mi
42Wells Fargo Advisors533.4★ (5)24 mi
43Edward Jones - Financial Advisor: Katie A Orvis, AAMS®535.0★ (3)25 mi
44Northwestern Mutual533.7★ (3)23 mi

Also serving Salem

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Salem
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (2)21 mi
Cliff Hunn - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)24 mi
Edward Jones - Financial Advisor: Adam J Cole5.0★ (2)22 mi
Edward Jones - Financial Advisor: Collin P Broderick5.0★ (2)19 mi
Edward Jones - Financial Advisor: David Besenhofer5.0★ (1)10 mi
Edward Jones - Financial Advisor: Debbie Besenhofer, CFP®|AAMS®|CRPC™5.0★ (1)10 mi
Edward Jones - Financial Advisor: Josh Christensen5.0★ (2)25 mi
Edward Jones - Financial Advisor: Kira P Cole5.0★ (1)5 mi
Edward Jones - Financial Advisor: Kyle Kibar, AAMS®|CRPC™5.0★ (2)13 mi
Edward Jones - Financial Advisor: Macklin Larsen5.0★ (2)12 mi
Edward Jones - Financial Advisor: Mary K Witte Tabbert5.0★ (2)16 mi
Edward Jones - Financial Advisor: Paul F Schifferer, AAMS®5.0★ (2)24 mi
Edward Jones - Financial Advisor: Russ Olsen5.0★ (2)23 mi
Edward Jones - Financial Advisor: Stacey L Stickle, AAMS®5.0★ (2)20 mi
Edward Jones - Financial Advisor: Steven P VanDusen5.0★ (1)11 mi
Edward Jones - Financial Advisor: Terrell Wilson, ChFC®|CEPA®5.0★ (2)24 mi
Garrett Koncan - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)16 mi
RBC Wealth Management Branch - Lake Forest3.0★ (2)25 mi
Spectrum Wealth Advisors5.0★ (2)9 mi
Thomas Paulson - RBC Wealth Management Financial Advisor5.0★ (2)25 mi

How we ranked Salem investment advisors

We scored 44 Salem investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Salem data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Salem: frequently asked questions

Which investment advisor has the highest RFA Score in Salem?

By RFA Score, the highest-ranked investment advisor in Salem, WI is North Shore Asset Management and Tax Advisory, Inc. with an RFA Score of 67/100. It has 4.9★ from 43 Google reviews. Wells Fargo Advisors (#2) and Briggs Financial Inc. (#3) follow. We ranked 44 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Salem?

RankedFinancialAdvisors ranks 44 investment advisors serving Salem, WI. 1 of them is based in Salem; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Salem work on weekends?

6 of 44 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Briggs Financial Inc. (#3), Serenity Wealth Management, Sean O'Connor MBA (#10) and Associated Bank (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Salem investment advisors have?

The median Google rating among 44 rated investment advisors in Salem is 5.0★, with a median of 5 reviews. Briggs Financial Inc. has the most, 59 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Salem count in this ranking?

Yes, if they are within 25 mi of the Salem city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Salem ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Salem a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Salem

  1. November 2026: RFA Scores recalculated for 44 investment advisors serving Salem.

More investment advisors and Salem pages