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Best Financial Planners in Eugene, Oregon

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Rankings use the published BizScore formulas. How we score

11Financial Planners scored in Eugene
56Average BizScore
73Top BizScore
36%AI Visibility 50 or higher
72Average SEO score
4.7Average Google rating (8 rated)

Top Financial Planners in Eugene

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Showing 1-11 of 11 Financial Planners listings in Eugene, OR · page 1 of 1

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Mariner of Eugene website

Score breakdown

AI Visibility64
SEO79
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 897-8039
  • marinerfinance.com
Ranked #1 of 18 Financial Planner listings in EugeneScores updated Jun 7, 2026

#2Thrivent of Eugene

5.0 Google rating

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Thrivent of Eugene website

Score breakdown

AI Visibility51
SEO84
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 741-1999
  • thrivent.com
Ranked #2 of 18 Financial Planner listings in EugeneScores updated Jun 7, 2026

#3Wells Fargo Advisors of Eugene

2.8 Google rating

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Wells Fargo Advisors of Eugene website

Score breakdown

AI Visibility60
SEO77
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 684-9508
  • wellsfargo.com
Ranked #4 of 18 Financial Planner listings in EugeneScores updated Jun 7, 2026
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Heritage Wealth Advisors - Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility54
SEO78
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 684-9000
  • ameripriseadvisors.com
Ranked #5 of 18 Financial Planner listings in EugeneScores updated Jun 7, 2026

#5Green Leaf Financial Consulting, LLC

5.0 Google rating

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Green Leaf Financial Consulting, LLC website

Score breakdown

AI Visibility44
SEO81
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 349-9335
  • greenleaffin.com

Green Leaf Financial Consulting, LLC is a financial planner in Eugene, OR, serving small business owners, families, and women across the Pacific Northwest with personalized financial planning and tax strategies. The firm specializes in goal-based financial...

Ranked #7 of 18 Financial Planner listings in EugeneScores updated Jun 7, 2026

#6Ameriprise Financial of Eugene

5.0 Google rating

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Ameriprise Financial of Eugene website

Score breakdown

AI Visibility43
SEO74
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 684-9000
  • ameriprise.com

Ameriprise Financial of Eugene: Heritage Wealth Advisors, affiliated with Ameriprise Financial Services, LLC, offers personalized financial advice and comprehensive wealth management solutions to help clients achieve their long-term financial goals.

Ranked #8 of 18 Financial Planner listings in EugeneScores updated Jun 7, 2026

#7Guiding Financial, LLC

5.0 Google rating · 1 review

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Guiding Financial, LLC website

Score breakdown

AI Visibility43
SEO73
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 357-9306
  • guidingfinancial.com
Ranked #11 of 18 Financial Planner listings in EugeneScores updated Jun 7, 2026

#8RBC Wealth Management Branch - Eugene

5.0 Google rating

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RBC Wealth Management Branch - Eugene website

Score breakdown

AI Visibility47
SEO68
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 485-4550
  • rbcroyalbank.com
Ranked #10 of 18 Financial Planner listings in EugeneScores updated Jun 7, 2026
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Mallery Financial LLC website

Score breakdown

AI Visibility28
SEO66
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 687-7678
  • malleryfinancial.com
Scores updated Oct 5, 2026

#10Morgan Stanley Financial Advisors of Eugene

5.0 Google rating

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M

Score breakdown

AI Visibility4
SEO56
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 485-1111
  • advisor.morganstanley.com
Ranked #17 of 18 Financial Planner listings in EugeneScores updated Jun 22, 2026
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Edward Jones - Financial Advisor: Richard W Smith, ChFC®|CEPA®|SE-AWMA®|CRPS™ website

Score breakdown

AI Visibility0
SEO51
Freshness-
AI Ready-
  • Financial Planner
  • Eugene, Oregon
  • (541) 636-0551
  • edwardjones.com
Ranked #18 of 18 Financial Planner listings in EugeneScores updated Sep 23, 2026
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BizScoreAI ranks 11 financial planners in Eugene, Oregon by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Eugene ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Eugene, Oregon does BizScoreAI track?

11 financial planners in Eugene currently meet the profile-quality bar for this page, with an average BizScore of 56 and a top score of 73.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 36% of measured financial planners in Eugene score 50 or higher.

Is being listed free?

Yes. Every financial planner in Eugene is listed and scored for free, and claiming a listing is free too.