Adviser Record

Investment advisers in Eugene, OR

8 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in OR

FirmAssetsEmployeesDisclosures
Sapient Private Wealth Management, LLC$1.75 billion150
Sittner & Nelson, LLC$1.05 billion60
Roehl & Yi Investment Advisors, LLC$959.4 million160
44 Wealth Management LLC$487.4 million50
Integrity Wealth LLC$304.8 million60
Martin Capital Partners, LLC$290.5 million40
Go Wealth Management$208.4 million90
J.P. Capital Management, Inc.$166.6 million10