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Best financial advisors in Eugene, OR

Registered advisers within 25 miles of Eugene, OR.

Offices
163
Firms
77
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,417,840 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

SITTNER & NELSON, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
44 WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

Kevin Lee Sittner
TODD MICHAEL NELSON
SARAH ELIZABETH BROOKE
FREDDIE LEE SITTNER
ELIZABETH ANN NESS
RICHARD PATRICK MACDONALD
JOSEPH ROY DESTROMP
Lisa Schor
Cheyenne Elizabeth Burbank
Vincent James Matteucci
Alexander James Douglas
Bruce E Burbank
Stephen Matteucci
TIMOTHY JOHN MAHALAK
Alicia M Williams
RORY C ROBISON
JESSE AARON HOWES
JANE LEEKA FRUIN
Alexander Schwarte
CURTIS LEE RASMUSSEN
RAYMOND LEROY LEMKE
Andrew Jacob Smith
MICHAEL ARTHUR SCHOR
CANDI CARLSON GLAZEBROOK
Travis Todd Ducker
WARREN SCOTT HYSTER
ANDREW PATRICK HARRIS
JEFFERY WAYNE HILL
MARK RICHARD LERFALD
MARY ANN LOPEZ
KEVIN WILLIAM HORTON
MICHAEL SCOTT HALL
Craig Alan Leonard
John William Mullen
Holly Christine Matus
Margo Werner
Blaine PATRICK Werner
JEFFREY JOHN KRIER
JEREMY PAUL PRICKEL
FRITZ SHAW DUNCAN
Kari Jo Lowry Young
Carrie Lynn Fortier
Donavan Nathaniel Miller
James Ryan McQuiston
NICOLE CATHERINE MCOMBER
MARK PAUL REYNOLDS
MATTHEW TAYLOR ADAMS
Anna Hamilton
Michael Bradley Bergland
RAYMOND MICHAEL SETTELMEYER
TIMOTHY KIRK BENNION
Kaitlyn Hill
Daniel Bruce Berkley Watkins
Jake Mylenek
Stephen Paul Smith
Caleb Pickering

Within 25 miles of Eugene, OR, Best Investors lists 77 registered investment advisory firms with 163 offices nearby, managing about $12.8T in combined regulatory AUM across 2,417,840 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Eugene

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM