#1 44 Wealth Management LLC
44 WEALTH MANAGEMENT LLC
Based in Eugene, OR
Call (541) 359-0388 · WebsiteRetirement Plan Advisors in Eugene, OR
The top-ranked retirement plan advisors serving Eugene, OR are 44 Wealth Management LLC, Go Wealth Management and Martin Capital Partners, LLC. We list 12 retirement plan advisors serving Eugene, OR. 12 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 Eugene, OR (Lane County). 12 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Eugene
#2 Go Wealth Management
O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLCBased in Eugene, ORCall (541) 338-7631 · Website#3 Martin Capital Partners, LLC
MARTIN CAPITAL PARTNERS, LLCBased in Eugene, ORCall (541) 636-4170 · Website#4 Roehl & Yi Investment Advisors, LLC
ROEHL & YI INVESTMENT ADVISORS, LLCBased in Eugene, ORCall (541) 683-2085 · Website#5 Sittner & Nelson, LLC
SITTNER & NELSON, LLCBased in Eugene, ORCall (541) 636-4001 · Website#6 Integrity Wealth LLC
INTEGRITY WEALTH LLCServes this area from Eugene, OR (2 mi)Call (541) 650-6061 · Website#7 Littlejohn Financial Services Inc
LITTLEJOHN FINANCIAL SERVICES, INCServes this area from Roseburg, OR (60 mi)Call (541) 375-0898#8 True Wealth Group
SKYLINER WEALTH, LLCServes this area from Bend, OR (88 mi)Call (541) 588-5008 · Website#9 Axia Wealth Management Inc
AXIA WEALTH MANAGEMENT INCServes this area from Bend, OR (90 mi)Call (541) 647-1500 · Website#10 Axiom Wealth Strategies, LLC
AXIOM WEALTH STRATEGIES, LLCServes this area from Bend, OR (90 mi)Call (541) 389-7777 · Website
2 more providers serving this area
- Cascade Financial Strategies, Bend, OR (90 mi)
- Invera Wealth Advisors LLC, OR
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Frequently asked questions
How many retirement plan advisors serve Eugene?
We list 12 retirement plan advisors serving Eugene, OR: 5 based there and 7 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Eugene?
The top-ranked retirement plan advisors serving Eugene, OR are 44 Wealth Management LLC, Go Wealth Management, Martin Capital Partners, LLC, Roehl & Yi Investment Advisors, LLC and Sittner & Nelson, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Eugene are verified against official records?
10 of the top 10 match an active official record: 44 Wealth Management LLC (U.S. Securities and Exchange Commission), Go Wealth Management (U.S. Securities and Exchange Commission), Martin Capital Partners, LLC (U.S. Securities and Exchange Commission), Roehl & Yi Investment Advisors, LLC (U.S. Securities and Exchange Commission) and Sittner & Nelson, LLC (U.S. Securities and Exchange Commission), and 5 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 .