Top Financial Advisors in Bend, Oregon
Finding the right financial advisor in Bend is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Bend, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Bend, OR.
Find the Best Financial Advisor Firms in Bend:
ASI WEALTH MANAGEMENT & CONSULTING SERVICES
CRD#: 108138
Address: 15 Sw Colorado Suite 280, Bend, OR 97702-1129
Clients: 176
Average Clients per Advisor: 22
AUM: $ 1.5B
NORTHWEST QUADRANT WEALTH MANAGEMENT
CRD#: 158455
Address: 650 Sw Bond St. Suite 250, Bend, OR 97702
Clients: 776
Average Clients per Advisor: 258
AUM: $ 392M
ASCENT CAPITAL MANAGEMENT, LLC
CRD#: 131423
Address: 2796 Nw Clearwater Dr. Ste 200, Bend, OR 97703
Clients: 184
Average Clients per Advisor: 30
AUM: $ 349M
MY LEGACY ADVISORS, LLC
CRD#: 290675
Address: 35 Nw Hawthorne Ave, Bend, OR 97703
Clients: 303
Average Clients per Advisor: 60
AUM: $ 298M
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD#: 128097
Address: 404 Sw Columbia St. Suite 230, Bend, OR 97702-3453
Clients: 196
Average Clients per Advisor: 49
AUM: $ 184M
SHEPPARD WEALTH MANAGEMENT, LLC
CRD#: 171444
Address: 5 Nw Minnesota Ave Suite 220, Bend, OR 97703
Clients: 73
Average Clients per Advisor: 24
AUM: $ 175M
How We Chose the Top Financial Advisors in Bend, Oregon
To create this list of top financial advisor firms in Bend, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Bend has to offer.
Search Financial Advisors in Bend, Oregon
Jay Lindsey Fain
Registered Affiliation(s):MORGAN STANLEY
John Grant Aspell
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Paul Eric Whitley
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Katherine Ann Hoffmeister
Registered Affiliation(s):NORTHLINE WEALTH MANAGEMENT LLC
Paul Jay Finch
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Eric Dana Henrickson
Registered Affiliation(s):SOLOMON AND ASSOCIATES INVESTMENT ADVISORS
Richard William Little
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
William Everett Summers
Registered Affiliation(s):INTEGRATED CAPITAL PLANNING LLC
Donna Lynne Reichard
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Cheryl A Lantz
Registered Affiliation(s):LPL FINANCIAL LLC
Richard Spencer Peterson
Registered Affiliation(s):MUTUAL ADVISORS, LLC
James Michael Conrads
Registered Affiliation(s):CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Wendie Caprice Hohman
Registered Affiliation(s):INTEGRATED ADVISORS NETWORK LLC
Loren Thomas Gard
Registered Affiliation(s):CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Niki D Sands
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Joseph Leo Mansfield
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Rafay Z Khalid
Registered Affiliation(s):SOLOMON AND ASSOCIATES INVESTMENT ADVISORS
Stacy Marie Horton
Registered Affiliation(s):ONEDIGITAL INVESTMENT ADVISORS
John Anderson Schniepp
Registered Affiliation(s):CASCADE FINANCIAL STRATEGIES
Brian Philip Debels
Registered Affiliation(s):ONEDIGITAL INVESTMENT ADVISORS
Jeannette P Mckenzie
Registered Affiliation(s):MORGAN STANLEY
John Paul Lorenz
Registered Affiliation(s):MORGAN STANLEY
Jeffrey Ryan Griswold
Registered Affiliation(s):MERIT WEALTH MANAGEMENT, LLC
Sandy Lee Corbari
Registered Affiliation(s):D.A. DAVIDSON & CO.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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