Investment advisers in Bend, OR
12 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Jgp Wealth Management, LLC | $1.43 billion | 23 | 0 |
| Northwest Quadrant Wealth Management | $579.7 million | 3 | 0 |
| Capstone Wealth Management Group, LLC | $266.1 million | 6 | 0 |
| Elevation Capital Advisory | $252.9 million | 8 | 0 |
| Capstone Wealth Management Group, Inc. | $243.0 million | 5 | 0 |
| Stonepine Capital Management, LLC | $181.0 million | 4 | 0 |
| Copia Wealth Management | $157.5 million | 4 | 1 |
| True Wealth Group | $151.4 million | 6 | 0 |
| Cascade Financial Strategies | $150.9 million | 5 | 0 |
| Axia Wealth Management Inc | $148.0 million | 3 | 0 |
| Northwind Financial LLC | $142.2 million | 2 | 0 |
| Axiom Wealth Strategies, LLC | $124.7 million | 3 | 0 |