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Find The Best Financial Advisors in Bend, Oregon

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Bend is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bend & pick the one as per your needs

How To Find The Best Financial Advisors in Bend, Oregon

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Bend, Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Bend, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bend, Oregon have an average of 15 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Bend, Oregon

advisor-photo

Neal Richards

Axiom Wealth Strategies

541-728-1285

Top Financial Advisor Firms in Bend, Oregon (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
ASI WEALTH MANAGEMENT & CONSULTING SERVICES
15 Sw Colorado, Suite 280
Bend, OR, 97702-1129
108138 $1,465,727,757 412 A Percentage of AUM, Fixed Fees
JGP WEALTH MANAGEMENT, LLC
2838 Nw Crossing Drive, Suite 213
Bend, OR, 97703
290694 $888,913,792 2404 A Percentage of AUM, Hourly charges, Fixed Fees
NORTHWEST QUADRANT WEALTH MANAGEMENT
650 Sw Bond St., Suite 250
Bend, OR, 97702
158455 $391,987,288 1767 A Percentage of AUM, Hourly charges, Fixed Fees
ASCENT CAPITAL
395 Sw Bluff Drive, Ste 200
Bend, OR, 97702
131423 $348,604,758 1126 A Percentage of AUM, Hourly charges, Fixed Fees
MY LEGACY ADVISORS, LLC
35 Nw Hawthorne Ave,
Bend, OR, 97703
290675 $298,490,588 426 A Percentage of AUM, Hourly charges, Fixed Fees
STONEPINE CAPITAL MANAGEMENT, LLC
919 Nw Bond St., Suite 204
Bend, OR, 97703
139891 $271,520,031 1 A Percentage of AUM, Performance Based
ELEVATION CAPITAL ADVISORY
775 Sw Bonnett Way, Suite 220
Bend, OR, 97702
171473 $191,721,424 2052 A Percentage of AUM, Fixed Fees
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
404 Sw Columbia St., Suite 230
Bend, OR, 97702-3453
128097 $184,386,419 278 A Percentage of AUM, Hourly charges, Fixed Fees
COSTELLO FINANCIAL PLANNING, INC.
61115 Minaret Circle, Suite 250 Office #1
Bend, OR, 97702
175295 $115,657,476 392 A Percentage of AUM, Fixed Fees
SUNDOWNER CAPITAL MANAGEMENT LLC
725 Nw Broadway Street,
Bend, OR, 97703
146253 $86,753,566 144 A Percentage of AUM
STRATEGY CAP, LLC
360 Sw Powerhouse Drive, Suite 300
Bend, OR, 97702
323391 $48,118,719 114 A Percentage of AUM, Hourly charges, Fixed Fees

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