Top 10 financial advisor firms in Bend

10 SEC-registered financial advisor firms are headquartered in Bend, OR, with $3.38B in combined regulatory assets under management. The largest by assets are JGP Wealth Management ($1.43B), Northwest Quadrant ($580M) and Elevation Capital Advisory ($253M).

10
Financial advisor firms: $3.38B
Their combined AUM: $154M
Median firm AUM: 4,078
Clients of the top 10

The 10 largest by assets

1
JGP Wealth Management
RIA
$1.43B
Up to 1.50% a year
2
Northwest Quadrant
RIA
$580M
0.75% to 1.50% a year
3
Elevation Capital Advisory
RIA
$253M
0.80% to 1.50% a year
4
Capstone Wealth Management Group
RIA
$243M
0.50% to 1.25% a year
5
Copia Wealth Management
RIA
$158M
0.75% to 1.75% a year
6
Skyliner Wealth
RIA
$151M
0.50% to 1.25% a year
7
Cascade Financial Strategies
RIA
$151M
0.50% to 1.50% a year
8
Axia Wealth Management
RIA
$148M
0.50% to 1.25% a year
9
Northwind Financial
RIA
$142M
Regulatory AUM
10
Axiom Wealth Strategies
RIA
$125M
0.75% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

JGP Wealth Management

JGP Wealth Management is an investment adviser based in Bend, OR, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.43 billion, as filed on 3 February 2026.

JGP Wealth Management charges up to 1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $1.43B
Clients: 803
Advisory staff: 13
Founded: 2017
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 2838 NW Crossing Drive, Suite 212, Bend, OR 97703
Phone: 503-446-6450
Website: jgpwealth.com

No. 2 · RIA

Northwest Quadrant

Northwest Quadrant is an investment adviser based in Bend, OR, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $580 million, as filed on 17 March 2026.

Northwest Quadrant charges 0.75%–1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $580M
Clients: 1,014
Advisory staff: 3
Fee schedule: 0.75% to 1.50% a year
Minimum account: $250,000
Custodians: LPL Financial, Charles Schwab
Headquarters: 650 SW Bond St., Suite 250, Bend, OR 97702
Phone: 541-388-9888
Website: northwestquadrantwealth.com

No. 3 · RIA

Elevation Capital Advisory

Elevation Capital Advisory is an investment adviser based in Bend, OR, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $253 million, as filed on 19 February 2026.

Elevation Capital Advisory charges 0.80%–1.50% a year for its Asset Management.

Regulatory AUM: $253M
Clients: 631
Advisory staff: 2
Fee schedule: 0.80% to 1.50% a year
Minimum account: $300,000
Custodians: Charles Schwab
Headquarters: 775 SW Bonnett Way, Suite 220, Bend, OR 97702
Phone: 541-728-0321
Website: elevationcapitalstrategies.com

No. 4 · RIA

Capstone Wealth Management Group

Capstone Wealth Management Group is an investment adviser based in Bend, OR, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $243 million, as filed on 9 July 2026.

Capstone Wealth Management Group charges 0.50%–1.25% a year for its Individual Portfolio Management.

Regulatory AUM: $243M
Clients: 255
Advisory staff: 5
Founded: 2026
Fee schedule: 0.50% to 1.25% a year
Custodians: Pershing
Headquarters: 404 SW Columbia Street, Suite 230, Bend, OR 97702
Phone: 541-330-0266
Website: capstonewmg.com

No. 5 · RIA

Copia Wealth Management

Copia Wealth Management is an investment adviser based in Bend, OR, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $158 million, as filed on 4 February 2026.

Copia Wealth Management charges 0.75%–1.75% a year for its Portfolio Management Services.

Regulatory AUM: $158M
Clients: 288
Advisory staff: 3
Fee schedule: 0.75% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 572 SW Bluff Drive #100, Bend, OR 97702
Phone: 541-647-2545
Website: copiawealthmanagement.com

No. 6 · RIA

Skyliner Wealth

Skyliner Wealth is an investment adviser based in Bend, OR, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $151 million, as filed on 1 July 2026.

Skyliner Wealth charges 0.50%–1.25% a year for its Investment management.

Regulatory AUM: $151M
Clients: 164
Advisory staff: 3
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 750 NW Charbonneau Street, Suite 211, Bend, OR 97703
Phone: 541-588-5008
Website: mytruewealthgroup.com

No. 7 · RIA

Cascade Financial Strategies

Cascade Financial Strategies is an investment adviser based in Bend, OR, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $151 million, as filed on 20 March 2026.

Cascade Financial Strategies charges 0.50%–1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $151M
Clients: 309
Advisory staff: 3
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab, LPL Financial
Headquarters: 243 Scalehouse Loop, 1a, Bend, OR 97702
Phone: 541-678-5475
Website: cascadefs.com

No. 8 · RIA

Axia Wealth Management

Axia Wealth Management is an investment adviser based in Bend, OR, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $148 million, as filed on 14 July 2026.

Axia Wealth Management charges 0.50%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $148M
Clients: 163
Advisory staff: 3
Fee schedule: 0.50% to 1.25% a year
Headquarters: 255 SW Bluff Drive, Suite 100, Bend, OR 97702
Phone: 541-647-1500

No. 9 · RIA

Northwind Financial

Northwind Financial is an investment adviser based in Bend, OR, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $142 million, as filed on 30 August 2026.

Regulatory AUM: $142M
Clients: 168
Advisory staff: 2
Headquarters: 2445 Ne Division St, Ste 204, Bend, OR 97703-3568
Phone: 541-318-7871
Website: northwindfinancial.com

No. 10 · RIA

Axiom Wealth Strategies

Axiom Wealth Strategies is an investment adviser based in Bend, OR, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $125 million, as filed on 17 July 2026.

Axiom Wealth Strategies charges 0.75%–1.50% a year for its Strategic Wealth Management.

Regulatory AUM: $125M
Clients: 283
Advisory staff: 2
Fee schedule: 0.75% to 1.50% a year
Minimum account: $300,000
Custodians: LPL Financial
Headquarters: 243 SW Scalehouse Loop, Suite 5b, Bend, OR 97702
Phone: 541-389-7777
Website: axiomwealthstrategies.com

Questions about financial advisors in Bend

How many financial advisor firms are headquartered in Bend?

10 SEC-registered financial advisor firms report their principal office in Bend, OR, managing $3.38B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Bend?

JGP Wealth Management, with $1.43B in regulatory assets under management on its latest Form ADV. The next largest are Northwest Quadrant ($580M) and Elevation Capital Advisory ($253M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Bend?

The median firm manages $154M in regulatory assets. That is the midpoint of the 10 firms headquartered in Bend.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Bend charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Bend?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Bend has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Bend

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