Falists

Oregon · 16 advisers

Financial Advisors in Eugene, Oregon

Looking for a financial advisor in Eugene, Oregon? Falists indexes 16 SEC-registered and state-registered investment advisers in Eugene — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 14 firms list a website you can visit directly. Firms in this directory manage up to $1.75B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

16

With website

14

Largest AUM

$1.75B

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth13Planning11Trusts13Retirement9Institutional5

Top advisors in Eugene

Ranked by AUM · Fees, team & specialties at a glance

View all 16 →

More cities in Oregon

Portland (99)Lake Oswego (43)Bend (25)Beaverton (21)Salem (9)Hillsboro (7)West Linn (7)Clackamas (6)Tigard (6)Corvallis (5)Ashland (4)Grants Pass (4)

Common questions

How many financial advisors are in Eugene, Oregon?
16 registered investment advisers are listed in our Eugene directory, sourced from public SEC filings.
What types of advisors are in Eugene?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Eugene?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.