Top Financial Advisors in Eugene, Oregon
Finding the right financial advisor in Eugene is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Eugene, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Eugene, OR.
Find the Best Financial Advisor Firms in Eugene:
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
CRD#: 159419
Address: 101 East Broadway Suite 480, Eugene, OR 97401
Clients: 328
Average Clients per Advisor: 29
AUM: $ 1.4B
SITTNER & NELSON, LLC
CRD#: 309757
Address: 497 Oakway Road Suite 300, Eugene, OR 97401
Clients: 289
Average Clients per Advisor: 72
AUM: $ 900M
ROEHL & YI INVESTMENT ADVISORS, LLC
CRD#: 109258
Address: 450 Country Club Road Suite 200, Eugene, OR 97401
Clients: 286
Average Clients per Advisor: 26
AUM: $ 858M
44 WEALTH MANAGEMENT LLC
CRD#: 309647
Address: 2350 Oakmont Way, Suite 104, Eugene, OR 97401
Clients: 72
Average Clients per Advisor: 18
AUM: $ 446M
INTEGRITY WEALTH LLC
CRD#: 330809
Address: 576 Olive Street Suite 303, Eugene, OR 97401
Clients: 136
Average Clients per Advisor: 27
AUM: $ 260M
GO WEALTH MANAGEMENT
CRD#: 290254
Address: 4710 Village Plaze Loop Suite 240, Eugene, OR 97401
Clients: 358
Average Clients per Advisor: 39
AUM: $ 166M
How We Chose the Top Financial Advisors in Eugene, Oregon
To create this list of top financial advisor firms in Eugene, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Eugene has to offer.
Search Financial Advisors in Eugene, Oregon
Todd Edward Larson
Cary Matthew Richardson
John Matthew Croy
Richard C Driessnack
Michael Arthur Schor
Samuel L Stender
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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