Investment adviser firms in BEND, Oregon
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
11 firms · Source months shown: August 2026
- AXIOM WEALTH STRATEGIES, LLCCRD 313124 · BEND, OR$124,726,210.00Regulatory AUM · August 2026
- CAPSTONE WEALTH MANAGEMENT GROUP, INC.CRD 340135 · BEND, OR$243,000,000.00Regulatory AUM · August 2026
- CAPSTONE WEALTH MANAGEMENT GROUP, LLCCRD 128097 · BEND, OR$266,054,369.00Regulatory AUM · August 2026
- CASCADE FINANCIAL STRATEGIES, LLCCRD 166610 · BEND, OR$150,876,230.00Regulatory AUM · August 2026
- COPIA WEALTH MANAGEMENT, LLCCRD 281873 · BEND, OR$157,517,828.00Regulatory AUM · August 2026
- ELEVATION CAPITAL ADVISORY, LLCCRD 171473 · BEND, OR$252,899,443.00Regulatory AUM · August 2026
- JGP WEALTH MANAGEMENT, LLCCRD 290694 · BEND, OR$1,431,772,908.00Regulatory AUM · August 2026
- NORTHWEST QUADRANT, LLCCRD 158455 · BEND, OR$579,712,539.00Regulatory AUM · August 2026
- NORTHWIND FINANCIAL LLCCRD 342069 · BEND, OR$105,443,057.00Regulatory AUM · August 2026
- SKYLINER WEALTH, LLCCRD 332426 · BEND, OR$151,410,600.00Regulatory AUM · August 2026
- STONEPINE CAPITAL MANAGEMENT, LLCCRD 139891 · BEND, OR$181,001,870.00Regulatory AUM · August 2026