Top 8 financial advisor firms in Eugene

8 SEC-registered financial advisor firms are headquartered in Eugene, OR, with $5.21B in combined regulatory assets under management. The largest by assets are Sapient Private Wealth Management Services ($1.75B), Sittner & Nelson ($1.05B) and Roehl & Yi Investment Advisors ($959M).

8
Financial advisor firms: $5.21B
Their combined AUM: $396M
Median firm AUM: 3,187
Clients of the top 8

The 8 largest by assets

1
Sapient Private Wealth Management Services
RIA
$1.75B
0.55% to 1.00% a year
2
Sittner & Nelson
RIA
$1.05B
0.55% to 0.95% a year
3
Roehl & Yi Investment Advisors
RIA
$959M
0.10% to 0.95% a year
4
44 Wealth Management
RIA
$487M
Up to 1.75% a year
5
Integrity Wealth
RIA
$305M
Regulatory AUM
6
Martin Capital Partners
RIA
$290M
0.95% to 1.24% a year
7
O'Connell Investment and Insurance Services
RIA
$208M
Up to 2.00% a year
8
J.P. Capital Management
RIA
$167M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

Sapient Private Wealth Management Services

Sapient Private Wealth Management Services is an investment adviser based in Eugene, OR, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.75 billion, as filed on 30 March 2026.

Sapient Private Wealth Management Services charges 0.55%–1.00% a year for its Advisory Fee on Assets Under Management.

Regulatory AUM: $1.75B
Clients: 661
Advisory staff: 12
Founded: 2010
Fee schedule: 0.55% to 1.00% a year
Custodians: Fidelity
Headquarters: 101 East Broadway Suite 480, Eugene, OR 97401
Phone: 541-762-0300
Website: sapientpwm.com

No. 2 · RIA

Sittner & Nelson

Sittner & Nelson is an investment adviser based in Eugene, OR, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.05 billion, as filed on 31 March 2026.

Sittner & Nelson charges 0.55%–0.95% a year for its Wealth Management Services.

Regulatory AUM: $1.05B
Clients: 475
Advisory staff: 4
Founded: 2009
Fee schedule: 0.55% to 0.95% a year
Custodians: Charles Schwab
Headquarters: 497 Oakway Road, Suite 300, Eugene, OR 97401
Phone: 541-636-4001
Website: sittnerandnelson.com

No. 3 · RIA

Roehl & Yi Investment Advisors

Roehl & Yi Investment Advisors is an investment adviser based in Eugene, OR, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $959 million, as filed on 20 March 2026.

Roehl & Yi Investment Advisors charges 0.10%–0.95% a year for its Roehl & Yi Wrap Fee Program.

Regulatory AUM: $959M
Clients: 500
Advisory staff: 10
Founded: 1998
Fee schedule: 0.10% to 0.95% a year
Custodians: Pershing, Charles Schwab
Headquarters: 450 Country Club Road, Suite 200, Eugene, OR 97401
Phone: 541-683-2085
Website: roehl-yi.com

No. 4 · RIA

44 Wealth Management

44 Wealth Management is an investment adviser based in Eugene, OR, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $487 million, as filed on 28 September 2026.

44 Wealth Management charges up to 1.75% a year for its Investment Management Services.

Regulatory AUM: $487M
Clients: 237
Advisory staff: 4
Founded: 2020
Fee schedule: Up to 1.75% a year
Custodians: Fidelity
Headquarters: 2350 Oakmont Way, Suite 104, Eugene, OR 97401
Phone: 541-359-0388

No. 5 · RIA

Integrity Wealth

Integrity Wealth is an investment adviser based in Eugene, OR, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $305 million, as filed on 7 August 2026.

Regulatory AUM: $305M
Clients: 245
Advisory staff: 5
Founded: 2018
Custodians: Fidelity
Headquarters: 1200 Executive Parkway, Suite 430, Eugene, OR 97401
Phone: 541-650-6061
Website: integritywealthnw.com

No. 6 · RIA

Martin Capital Partners

Martin Capital Partners is an investment adviser based in Eugene, OR, registered with the SEC since 2010. It provides investment management. Its clients include high-net-worth individuals, other investment advisers and individual clients. Its regulatory assets under management total $290 million, as filed on 9 September 2026.

Martin Capital Partners charges 0.95%–1.24% a year for its Fee Schedule for Assets Under Direct Management.

Regulatory AUM: $290M
Clients: 507
Advisory staff: 4
Fee schedule: 0.95% to 1.24% a year
Custodians: Charles Schwab
Headquarters: 940 Willamette St, Suite 350, The Woolworth Building, Eugene, OR 97401
Phone: 541-636-4170
Website: martincp.com

No. 7 · RIA

O'Connell Investment and Insurance Services

O'Connell Investment and Insurance Services is an investment adviser based in Eugene, OR, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, individual clients, and high-net-worth individuals. Its regulatory assets under management total $208 million, as filed on 25 February 2026.

O'Connell Investment and Insurance Services charges up to 2.00% a year for its Investment Management Fees.

Regulatory AUM: $208M
Clients: 519
Advisory staff: 9
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 4710 Village Plaze Loop, Suite 240, Eugene, OR 97401
Phone: 541-338-7631
Website: pacificcrestwealth.com

No. 8 · RIA

J.P. Capital Management

J.P. Capital Management is an investment adviser based in Eugene, OR, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $167 million, as filed on 22 June 2026.

Regulatory AUM: $167M
Clients: 43
Advisory staff: 1
Custodians: Charles Schwab, Interactive Brokers
Headquarters: 4990 Hunters Glen DR, Eugene, OR 97405
Phone: 541-343-2064
Website: jpcapitalmgmt.com

Questions about financial advisors in Eugene

How many financial advisor firms are headquartered in Eugene?

8 SEC-registered financial advisor firms report their principal office in Eugene, OR, managing $5.21B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Eugene?

Sapient Private Wealth Management Services, with $1.75B in regulatory assets under management on its latest Form ADV. The next largest are Sittner & Nelson ($1.05B) and Roehl & Yi Investment Advisors ($959M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Eugene?

The median firm manages $396M in regulatory assets. That is the midpoint of the 8 firms headquartered in Eugene.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Eugene charge?

Of the 8 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Eugene?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Eugene has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Eugene

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