City
Wealth management firms in Eugene, Oregon
As of October 2, 2026, 23 wealth management firms, including broker-dealer firms, with their main office in Eugene, Oregon reported $5.6 billion in regulatory assets under management; the largest by assets was Sapient Private Wealth Management, LLC, with $1.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 23
- Regulatory assets under management
- $5.6 billion
- Average per firm
- $245.2 million
- SEC-registered, of those listed
- 9 of 23 (39.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sapient Private Wealth Management, LLC | SEC | $1.7 billion | 662 |
| 2 | Sittner & Nelson, LLC | SEC | $1.0 billion | 1,506 |
| 3 | Roehl & YI Investment Advisors, LLC | SEC | $959.4 million | 1,683 |
| 4 | 44 Wealth Management LLC | SEC | $487.4 million | 1,176 |
| 5 | Integrity Wealth LLC | SEC | $304.8 million | 831 |
| 6 | Martin Capital Partners, LLC | SEC | $290.5 million | 507 |
| 7 | Go Wealth Management | SEC | $208.4 million | 519 |
| 8 | J.P. Capital Management, Inc. | SEC | $166.6 million | 162 |
| 9 | Holon Wealth Management | SEC | $124.0 million | 187 |
| 10 | Whitewater Wealth | State | $68.5 million | 90 |
| 11 | Syman-Degler Group, LLC | State | $59.8 million | 602 |
| 12 | Isler Wealth Management, LLC | State | $49.1 million | 98 |
| 13 | Mallery Financial | State | $38.3 million | 282 |
| 14 | Insight Investment Solutions | State | $35.2 million | 101 |
| 15 | Chaim Investment Advisors LLC | State | $19.3 million | 114 |
| 16 | Tailored Financial Planning | State | $15.3 million | 88 |
| 17 | Cascadia Investment Consultants | State | $13.2 million | 17 |
| 18 | Nandi Pathefinder & Flourish Financial Group | State | $4.1 million | 17 |
| 19 | Guiding Financial, LLC | State | $2.0 million | 10 |
| 20 | W.H. Lewis Financial, LLC. | State | $540,000 | 7 |
| 21 | Conley Capital Group | State | $0 | 0 |
| 22 | Greig, Kevin P | State | $0 | 0 |
| 23 | Reign Wealth Logic | State | $0 | 0 |
Wealth management firms in Oregon, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.