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: 291
Average Clients per Advisor: 26
AUM: $ 1.1B
ROEHL & YI INVESTMENT ADVISORS, LLC
CRD#: 109258
Address: 450 Country Club Road Suite 200, Eugene, OR 97401
Clients: 608
Average Clients per Advisor: 60
AUM: $ 699M
SITTNER & NELSON, LLC
CRD#: 309757
Address: 497 Oakway Rd. Suite 300, Eugene, OR 97401
Clients: 280
Average Clients per Advisor: 70
AUM: $ 676M
44 WEALTH MANAGEMENT LLC
CRD#: 309647
Address: 2350 Oakmont Way, Suite 104, Eugene, OR 97401
Clients: 189
Average Clients per Advisor: 47
AUM: $ 442M
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD#: 138433
Address: 9450 Sw Gemini Dr., Eugene, OR 97008
Clients: 200
Average Clients per Advisor: 50
AUM: $ 129M
O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC
CRD#: 290254
Address: 1075 Washington Street Suite 200, Eugene, OR 97401
Clients: 230
Average Clients per Advisor: 38
AUM: $ 109M
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
Mark Richard Lerfald
Registered Affiliation(s):LPL FINANCIAL LLC
Robert James Steiner
Registered Affiliation(s):MORGAN STANLEY
Marcia Kay Whisler
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Raymond James Albano
Registered Affiliation(s):LPL FINANCIAL LLC
David Bruce Horton
Registered Affiliation(s):LPL FINANCIAL LLC
Laureen Kehrli Nichols
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Susan Danby Kauble
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Richard Lee Carlton
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Randal Nathan Plummer
Registered Affiliation(s):PFS INVESTMENTS INC.
Peter Efstathios Drakatos
Registered Affiliation(s):LPL FINANCIAL LLC
Gordon Gilmer Martin
Registered Affiliation(s):PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
Gerald Remi Rouleau
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Laura Elizabeth Duvall
Registered Affiliation(s):LPL FINANCIAL LLC
Shannon Lee Grant
Registered Affiliation(s):ROEHL & YI INVESTMENT ADVISORS, LLC
Dorann Alderin Hurley
Registered Affiliation(s):HURLEY FINANCIAL GROUP, INC.
Susan Lee Birdsong
Registered Affiliation(s):MORGAN STANLEY
Richard Lee Brathovde
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Gregory Patrick Erwin
Registered Affiliation(s):SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
Alex John Vonderhaar
Registered Affiliation(s):LPL FINANCIAL LLC
Arthur D Brunson
Registered Affiliation(s):ADB CAPITAL MANAGEMENT, LLC
Neal Albert Schmaedick
Registered Affiliation(s):MORGAN STANLEY
Karl Ralph Brantley
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Elle Amanda Brooks
Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.
Jonathan Clay Brandt
Registered Affiliation(s):JOURNEY TREE FINANCIAL PLANNING & INVESTMENTS
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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