#1 Go Wealth Management
O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
Serves this area from Eugene, OR (34 mi)
Call (541) 338-7631 · WebsiteRetirement Plan Advisors in Corvallis, OR
The top-ranked retirement plan advisors serving Corvallis, OR are Go Wealth Management, Integrity Wealth LLC and Sittner & Nelson, LLC. We list 6 retirement plan advisors serving Corvallis, OR. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Corvallis, OR (Benton County). 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Corvallis
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Go Wealth Management | ✓ SEC-registered investment adviser (CRD) #290254 | Eugene, OR (34 mi) | (541) 338-7631 |
| 2 | Integrity Wealth LLC | ✓ SEC-registered investment adviser (CRD) #330809 | Eugene, OR (36 mi) | (541) 650-6061 |
| 3 | Sittner & Nelson, LLC | ✓ SEC-registered investment adviser (CRD) #309757 | Eugene, OR (36 mi) | (541) 636-4001 |
| 4 | 44 Wealth Management LLC | ✓ SEC-registered investment adviser (CRD) #309647 | Eugene, OR (36 mi) | (541) 359-0388 |
| 5 | Roehl & Yi Investment Advisors, LLC | ✓ SEC-registered investment adviser (CRD) #109258 | Eugene, OR (36 mi) | (541) 683-2085 |
| 6 | Martin Capital Partners, LLC | ✓ SEC-registered investment adviser (CRD) #153452 | Eugene, OR (37 mi) | (541) 636-4170 |
#2 Integrity Wealth LLC
INTEGRITY WEALTH LLCServes this area from Eugene, OR (36 mi)Call (541) 650-6061 · Website#3 Sittner & Nelson, LLC
SITTNER & NELSON, LLCServes this area from Eugene, OR (36 mi)Call (541) 636-4001 · Website#4 44 Wealth Management LLC
44 WEALTH MANAGEMENT LLCServes this area from Eugene, OR (36 mi)Call (541) 359-0388 · Website#5 Roehl & Yi Investment Advisors, LLC
ROEHL & YI INVESTMENT ADVISORS, LLCServes this area from Eugene, OR (36 mi)Call (541) 683-2085 · Website#6 Martin Capital Partners, LLC
MARTIN CAPITAL PARTNERS, LLCServes this area from Eugene, OR (37 mi)Call (541) 636-4170 · Website
Request quotes
Frequently asked questions
How many retirement plan advisors serve Corvallis?
We list 6 retirement plan advisors serving Corvallis, OR: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Corvallis?
The top-ranked retirement plan advisors serving Corvallis, OR are Go Wealth Management, Integrity Wealth LLC, Sittner & Nelson, LLC, 44 Wealth Management LLC and Roehl & Yi Investment Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Corvallis are verified against official records?
6 of the top 6 match an active official record: Go Wealth Management (U.S. Securities and Exchange Commission), Integrity Wealth LLC (U.S. Securities and Exchange Commission), Sittner & Nelson, LLC (U.S. Securities and Exchange Commission), 44 Wealth Management LLC (U.S. Securities and Exchange Commission) and Roehl & Yi Investment Advisors, LLC (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .