| 1. Sapient Private Wealth Management, LLC CRD 159419 · Limited Liability Company | EUGENE, OR | $1.7B Mar 2026 | +$330.2M+23.3% | +$645.2M+58.6% | +$610.1M+53.7% | +$1.3B+280.6% | +2 employees+15.4% over 3Y | +97 accounts+17.2% over 3Y |
| 2. Sittner & Nelson, LLC CRD 309757 · Limited Liability Company | EUGENE, OR | $1.0B Mar 2026 | +$148.6M+16.5% | +$373.0M+55.2% | +$459.7M+78.1% | — | 0 employees+0.0% over 3Y | +106 accounts+7.6% over 3Y |
| 3. Roehl & Yi Investment Advisors, LLC CRD 109258 · Limited Liability Company | EUGENE, OR | $959.4M Mar 2026 | +$149.6M+18.5% | +$212.8M+28.5% | +$510.9M+113.9% | +$622.2M+184.6% | 0 employees+0.0% over 3Y | +58 accounts+3.6% over 3Y |
| 4. 44 Wealth Management LLC CRD 309647 · Limited Liability Company | EUGENE, OR | $487.4M Mar 2026 | +$41.5M+9.3% | +$45.8M+10.4% | +$123.4M+33.9% | — | 0 employees+0.0% over 3Y | -21 accounts-1.8% over 3Y |
| 5. Integrity Wealth LLC CRD 330809 · Limited Liability Company | EUGENE, OR | $304.8M Apr 2026 | +$44.5M+17.1% | — | — | — | 0 employees+0.0% over 1Y | +67 accounts+8.8% over 1Y |
| 6. Martin Capital Partners, LLC CRD 153452 · Limited Liability Company | EUGENE, OR | $290.5M Mar 2026 | -$42.5M-12.8% | +$18.2M+6.7% | +$57.1M+24.5% | +$200.4M+222.4% | +1 employees+33.3% over 3Y | -44 accounts-8.0% over 3Y |
| 7. Go Wealth Management CRD 290254 · Corporation | EUGENE, OR | $208.4M Feb 2026 | +$42.8M+25.8% | +$95.9M+85.2% | +$155.9M+296.4% | — | +3 employees+50.0% over 3Y | +166 accounts+47.0% over 3Y |