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:
JGP WEALTH MANAGEMENT, LLC
CRD#: 290694
Address: 2838 Nw Crossing Drive Suite 212, Bend, OR 97703
Clients: 350
Average Clients per Advisor: 26
AUM: $ 1.2B
ASCENT CAPITAL
CRD#: 131423
Address: 395 Sw Bluff Drive Ste 200, Bend, OR 97702
Clients: 337
Average Clients per Advisor: 67
AUM: $ 446M
MY LEGACY ADVISORS, LLC
CRD#: 290675
Address: 35 Nw Hawthorne Ave, Bend, OR 97703
Clients: 207
Average Clients per Advisor: 51
AUM: $ 333M
STRATEGIC FINANCIAL PARTNERS, LTD
CRD#: 148858
Address: Bend, OR
Clients: 259
Average Clients per Advisor: 43
AUM: $ 269M
INVERA WEALTH ADVISORS LLC
CRD#: 323792
Address: Bend, OR
Clients: 80
Average Clients per Advisor: 26
AUM: $ 236M
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD#: 128097
Address: 404 Sw Columbia St. Suite 230, Bend, OR 97702-3453
Clients: 231
Average Clients per Advisor: 46
AUM: $ 233M
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
John Robert Steiner
Deborah H Lee
Mark Andrew Schang
Annette Carol Vardanega
Kimberly Kay Baltunis
John Anthony Morgan
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
