Best Financial Advisors in EUGENE, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in EUGENE
ROEHL & YI INVESTMENT ADVISORS, LLC
EUGENE, OR · Since 1999
MARTIN CAPITAL PARTNERS, LLC
EUGENE, OR · Since 2010
GO WEALTH MANAGEMENT
EUGENE, OR · Since 2022
44 WEALTH MANAGEMENT LLC
EUGENE, OR · Since 2020
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
EUGENE, OR · Since 2011
SITTNER & NELSON, LLC
EUGENE, OR · Since 2020
INTEGRITY WEALTH LLC
EUGENE, OR · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in EUGENE?
The median advisory fee in EUGENE, OR is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.