Firms by city
Registered investment advisers in Eugene, OR
8 SEC-registered advisers headquartered in Eugene, listed by regulatory assets under management as reported on Form ADV.
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8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Sapient Private Wealth Management Services | Eugene, OR | $1.75B |
| Sittner & Nelson | Eugene, OR | $1.05B |
| Roehl & Yi Investment Advisors | Eugene, OR | $959M |
| 44 Wealth Management | Eugene, OR | $487M |
| Integrity Wealth | Eugene, OR | $305M |
| Martin Capital Partners | Eugene, OR | $290M |
| O'Connell Investment and Insurance Services | Eugene, OR | $208M |
| J.P. Capital Management | Eugene, OR | $167M |
- Headquarters
- Eugene, OR
- Regulatory AUM
- $1.75B
- Headquarters
- Eugene, OR
- Regulatory AUM
- $1.05B
- Headquarters
- Eugene, OR
- Regulatory AUM
- $959M
- Headquarters
- Eugene, OR
- Regulatory AUM
- $487M
- Headquarters
- Eugene, OR
- Regulatory AUM
- $305M
- Headquarters
- Eugene, OR
- Regulatory AUM
- $290M
- Headquarters
- Eugene, OR
- Regulatory AUM
- $208M
- Headquarters
- Eugene, OR
- Regulatory AUM
- $167M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Eugene on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Oregon.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.