Financial advisers in Bend, OR

10 registered investment adviser firms in Bend managing $3.5B in assets, based on public SEC Form ADV filings.

Jgp Wealth Management, LLC

Bend, OR · Est. 2018

Local

Fee-based

AUM: $1.4B
Per adviser: $110M
Advisers: 13

No reported disclosures

Northwest Quadrant Wealth Management

Bend, OR · Est. 2011

Local

Fee-based

AUM: $580M
Per adviser: $193M
Advisers: 3

No reported disclosures

Capstone Wealth Management Group, LLC

Bend, OR · Est. 2006

Local

Fee-based

AUM: $266M
Per adviser: $53M
Advisers: 5

No reported disclosures

Elevation Capital Advisory

Bend, OR · Est. 2020

Local

Fee-based

AUM: $253M
Per adviser: $126M
Advisers: 2

No reported disclosures

Capstone Wealth Management Group, INC.

Bend, OR · Est. 2026

Local

Fee-based

AUM: $243M
Per adviser: $41M
Advisers: 6

No reported disclosures

Copia Wealth Management

Bend, OR · Est. 2024

Local

Fee-only

AUM: $158M
Per adviser: $53M
Advisers: 3

No reported disclosures

True Wealth Group

Bend, OR · Est. 2024

Local

Fee-only

AUM: $151M
Per adviser: $76M
Advisers: 2

No reported disclosures

Cascade Financial Strategies

Bend, OR · Est. 2025

Local

Fee-based

AUM: $151M
Per adviser: $50M
Advisers: 3

No reported disclosures

Axiom Wealth Strategies, LLC

Bend, OR · Est. 2025

Local

Fee-based

AUM: $125M
Per adviser: $62M
Advisers: 2

No reported disclosures

Northwind Financial LLC

Bend, OR · Est. 2026

Local

Fee-based

AUM: $105M
Per adviser: $53M
Advisers: 2

No reported disclosures