Financial advisers in Eugene, OR
7 registered investment adviser firms in Eugene managing $5.0B in assets, based on public SEC Form ADV filings.
Sapient Private Wealth Management, LLC
Eugene, OR · Est. 2011
Local
- AUM
- $1.7B
- Per adviser
- $145M
- Advisers
- 12
No reported disclosures
Sittner & Nelson, LLC
Eugene, OR · Est. 2020
LocalInternational
- AUM
- $1.0B
- Per adviser
- $262M
- Advisers
- 4
No reported disclosures
Roehl & Yi Investment Advisors, LLC
Eugene, OR · Est. 1999
Regional
- AUM
- $959M
- Per adviser
- $96M
- Advisers
- 10
No reported disclosures
44 Wealth Management LLC
Eugene, OR · Est. 2020
Local
- AUM
- $487M
- Per adviser
- $122M
- Advisers
- 4
No reported disclosures
Integrity Wealth LLC
Eugene, OR · Est. 2024
LocalInternational
- AUM
- $305M
- Per adviser
- $61M
- Advisers
- 5
No reported disclosures
Martin Capital Partners, LLC
Eugene, OR · Est. 2010
Local
- AUM
- $290M
- Per adviser
- $73M
- Advisers
- 4
No reported disclosures
Go Wealth Management
Eugene, OR · Est. 2022
Regional
- AUM
- $208M
- Per adviser
- $23M
- Advisers
- 9
No reported disclosures