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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Eugene, OR

Every SEC-registered investment adviser representative at a firm office in Eugene, with the firms that employ the most of them.

The short answer

270 registered advisors work in Eugene; the most are at Edward Jones (31). 52 list the CFP designation and 192 are also registered broker representatives.

Firms with the most advisors in Eugene

FirmAdvisors in Eugene
Edward Jones news31
Cetera Investment Advisers LLC news26
LPL Financial LLC news24
Morgan Stanley news21
Sapient Private Wealth Management, LLC13
RBC Capital Markets, LLC news10
Roehl & Yi Investment Advisors, LLC8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news7
Charles Schwab & Co., Inc. news6
Ksb Financial Services, LLC6
Pfs Investments Inc.6
Commonwealth Financial Network news5
Eagle Strategies LLC5
Go Wealth Management5
Osaic Wealth, Inc. news5
State Farm Investment Management Corp.5
Valic Financial Advisors, Inc.5
Voya Financial Advisors, Inc.5
Focus Partners Wealth, LLC4
Integrity Wealth LLC4
Martin Capital Partners, LLC4
UBS Financial Services Inc. news4
Ameriprise Financial Services, LLC news3
Raymond James Financial Services Advisors, Inc. news3
Sittner & Nelson, LLC3

Advisors in Eugene, A to Z

CFP advisors in Eugene →

Other cities in Oregon

All of Oregon →

Portland 1,087Lake Oswego 509Bend 285Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23Wilsonville 21

Questions

How many financial advisors are in Eugene, OR?

270 investment adviser representatives are registered at firm offices in Eugene, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 192 of them are also registered as broker representatives, and 52 list the CFP designation.

Which firm has the most financial advisors in Eugene?

Edward Jones, with 31 registered advisors in Eugene, followed by Cetera Investment Advisers LLC with 26.

How do I check a financial advisor in Eugene?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.