#144 Wealth Management LLC
44 WEALTH MANAGEMENT LLC
Based in Eugene, OR
Retirement Plan Advisors in Lane County, OR
The top-ranked retirement plan advisors serving Lane County, OR are 44 Wealth Management LLC, Go Wealth Management and Integrity Wealth LLC. We list 12 retirement plan advisors serving Lane County, 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 Lane County, OR. 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 Lane County
#2Go Wealth Management
O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLCBased in Eugene, OR#3Integrity Wealth LLC
INTEGRITY WEALTH LLCBased in Eugene, OR#4Martin Capital Partners, LLC
MARTIN CAPITAL PARTNERS, LLCBased in Eugene, OR#5Roehl & Yi Investment Advisors, LLC
ROEHL & YI INVESTMENT ADVISORS, LLCBased in Eugene, OR#6Sittner & Nelson, LLC
SITTNER & NELSON, LLCBased in Eugene, OR#7Littlejohn Financial Services Inc
LITTLEJOHN FINANCIAL SERVICES, INCServes this area from Roseburg, OR (55 mi)#8True Wealth Group
SKYLINER WEALTH, LLCServes this area from Bend, OR (77 mi)#9Axia Wealth Management Inc
AXIA WEALTH MANAGEMENT INCServes this area from Bend, OR (79 mi)#10Axiom Wealth Strategies, LLC
AXIOM WEALTH STRATEGIES, LLCServes this area from Bend, OR (80 mi)
2 more providers serving this area
- Cascade Financial Strategies, Bend, OR (80 mi)
- Invera Wealth Advisors LLC, OR
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Frequently asked questions
How many retirement plan advisors serve Lane County?
We list 12 retirement plan advisors serving Lane County, OR: 6 based there and 6 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 Lane County?
The top-ranked retirement plan advisors serving Lane County, OR are 44 Wealth Management LLC, Go Wealth Management, Integrity Wealth LLC, Martin Capital Partners, 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 Lane County 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), Integrity Wealth LLC (U.S. Securities and Exchange Commission), Martin Capital Partners, LLC (U.S. Securities and Exchange Commission) and Roehl & Yi Investment Advisors, 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 .
Cities in Lane County
Communities served
Santa Clara, Cottage Grove, Florence, River Road, Junction City, Creswell, Veneta, Oakridge, Heceta Beach, Dunes City, Coburg, Lowell, Dexter, Jasper, Marcola, Elmira, Mapleton, Trent, Cheshire, Westfir