AdvisorOS Directory

City Directory

47 Financial Advisors in BEND, OR

Registered investment advisors · SEC/FINRA data

Use our Fee Calculator to see what advisors in BEND typically charge →

Jared Andrew Pearson

STRATEGY CAP, LLC·BEND, OR

Financial Planning · Investment Management

Ian Patrick Laimbeer

MY LEGACY ADVISORS, LLC·BEND, OR

Financial Planning · Investment Management

Melissa Hurst Wheeler

HIGHWEST GLOBAL MANAGEMENT, LLC·BEND, OR

Wendy Dannette Downer

SUNDOWNER CAPITAL MANAGEMENT LLC·BEND, OR

Investment Management · Fee-Only Advisory

Andrew James Nash-Webber

HIGHWEST GLOBAL MANAGEMENT, LLC·BEND, OR

Geoffrey Nyle Gruetzmacher

COPIA WEALTH MANAGEMENT, LLC·BEND, OR

Investment Management · Fee-Only Advisory

Louis Walter Bennett

COPIA WEALTH MANAGEMENT, LLC·BEND, OR

Investment Management · Fee-Only Advisory

Cambrianne Staskal

MY LEGACY ADVISORS, LLC·BEND, OR

Financial Planning · Investment Management

Chad Everett Staskal

MY LEGACY ADVISORS, LLC·BEND, OR

Financial Planning · Investment Management

Daniel Joseph Evans

STRATEGY CAP, LLC·BEND, OR

Financial Planning · Investment Management

David Jeff Paustian

JGP WEALTH MANAGEMENT, LLC·BEND, OR

Financial Planning · Investment Management · Wealth Management

Douglas Everett Downer

SUNDOWNER CAPITAL MANAGEMENT LLC·BEND, OR

Investment Management · Fee-Only Advisory

John Paul Harrigan

ASCENT CAPITAL MANAGEMENT, LLC·BEND, OR

Financial Planning · Investment Management

John Sheppard Swanson

SHEPPARD WEALTH MANAGEMENT, LLC·BEND, OR

Financial Planning · Investment Management · Wealth Management

Katherine Ann Hoffmeister

NORTHLINE WEALTH MANAGEMENT LLC·BEND, OR

Investment Management

QUAM, KELSEY·BEND, OR

Investment Management

Mathew W Hunnicutt

SKYLINER WEALTH, LLC·BEND, OR

Financial Planning · Investment Management

Matthew Carroll

STONEPINE CAPITAL MANAGEMENT, LLC·BEND, OR

Retirement Planning

Ryan Robert Sanford

ELEVATION CAPITAL ADVISORY, LLC·BEND, OR

Financial Planning · Investment Management

Shawn Michael Claycomb

BEND RETIREMENT SOLUTIONS, INC.·BEND, OR

Financial Planning · Investment Management

📖 Read our guide: How to Choose a Financial Advisor in BEND →

Are you a financial advisor in BEND?

Claim your free profile to control your listing and connect with potential clients.

Browse All States All Cities in Oregon

Nearby Cities

City Guides

PORTLAND Guide LAKE OSWEGO Guide EUGENE Guide SALEM Guide BEAVERTON Guide

Research

Advisor Fees in Oregon National Fee Analysis

Browse by specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education