Best Financial Advisors in EUGENE, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$487M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in EUGENE
#1
100
ROEHL & YI INVESTMENT ADVISORS, LLC
EUGENE, OR · Since 1999
$959M AUM10 clientsFee: 0%
FiduciaryFee-Only
#2
100
MARTIN CAPITAL PARTNERS, LLC
EUGENE, OR · Since 2010
$290M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100
GO WEALTH MANAGEMENT
EUGENE, OR · Since 2022
$208M AUM9 clientsFee: 0%
FiduciaryFee-Only
#4
100
44 WEALTH MANAGEMENT LLC
EUGENE, OR · Since 2020
$487M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
95
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
EUGENE, OR · Since 2011
$1.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#6
95
SITTNER & NELSON, LLC
EUGENE, OR · Since 2020
$1.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
95
INTEGRITY WEALTH LLC
EUGENE, OR · Since 2024
$305M AUM5 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.