Firms by city
Registered investment advisers in Bend, OR
11 SEC-registered advisers headquartered in Bend, listed by regulatory assets under management as reported on Form ADV.
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11 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| JGP Wealth Management | Bend, OR | $1.43B |
| Northwest Quadrant | Bend, OR | $580M |
| Elevation Capital Advisory | Bend, OR | $253M |
| Capstone Wealth Management Group | Bend, OR | $243M |
| Stonepine Capital Management | Bend, OR | $181M |
| Copia Wealth Management | Bend, OR | $158M |
| Skyliner Wealth | Bend, OR | $151M |
| Cascade Financial Strategies | Bend, OR | $151M |
| Axia Wealth Management | Bend, OR | $148M |
| Northwind Financial | Bend, OR | $142M |
| Axiom Wealth Strategies | Bend, OR | $125M |
- Headquarters
- Bend, OR
- Regulatory AUM
- $1.43B
- Headquarters
- Bend, OR
- Regulatory AUM
- $580M
- Headquarters
- Bend, OR
- Regulatory AUM
- $253M
- Headquarters
- Bend, OR
- Regulatory AUM
- $243M
- Headquarters
- Bend, OR
- Regulatory AUM
- $181M
- Headquarters
- Bend, OR
- Regulatory AUM
- $158M
- Headquarters
- Bend, OR
- Regulatory AUM
- $151M
- Headquarters
- Bend, OR
- Regulatory AUM
- $151M
- Headquarters
- Bend, OR
- Regulatory AUM
- $148M
- Headquarters
- Bend, OR
- Regulatory AUM
- $142M
- Headquarters
- Bend, OR
- Regulatory AUM
- $125M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Bend on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Oregon.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.