Investment adviser firms in EUGENE, Oregon
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- 44 WEALTH MANAGEMENT LLCCRD 309647 · EUGENE, OR$487,370,819.00Regulatory AUM · August 2026
- INTEGRITY WEALTH LLCCRD 330809 · EUGENE, OR$304,822,152.00Regulatory AUM · August 2026
- J.P. CAPITAL MANAGEMENT, INC.CRD 142109 · EUGENE, OR$166,598,986.00Regulatory AUM · August 2026
- MARTIN CAPITAL PARTNERS, LLCCRD 153452 · EUGENE, OR$290,481,718.00Regulatory AUM · August 2026
- O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLCCRD 290254 · EUGENE, OR$208,438,586.00Regulatory AUM · August 2026
- ROEHL & YI INVESTMENT ADVISORS, LLCCRD 109258 · EUGENE, OR$959,361,821.00Regulatory AUM · August 2026
- SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLCCRD 159419 · EUGENE, OR$1,745,762,088.00Regulatory AUM · August 2026
- SITTNER & NELSON, LLCCRD 309757 · EUGENE, OR$1,048,567,431.00Regulatory AUM · August 2026