| 1. Jgp Wealth Management, LLC CRD 290694 · Limited Liability Company | BEND, OR | $1.4B Feb 2026 | +$353.3M+32.8% | +$452.4M+46.2% | +$684.8M+91.7% | — | +11 employees+91.7% over 3Y | +1,249 accounts+59.9% over 3Y |
| 2. Northwest Quadrant Wealth Management CRD 158455 · Limited Liability Company | BEND, OR | $579.7M Mar 2026 | +$45.8M+8.6% | +$187.7M+47.9% | +$275.2M+90.3% | +$483.2M+500.7% | -3 employees-50.0% over 3Y | +4 accounts+0.2% over 3Y |
| 3. Capstone Wealth Management Group, LLC CRD 128097 · Limited Liability Company | BEND, OR | $266.1M Mar 2026 | +$61.5M+30.1% | +$67.1M+33.8% | +$134.3M+101.9% | +$172.6M+184.8% | +2 employees+50.0% over 3Y | +450 accounts+168.5% over 3Y |
| 4. Elevation Capital Advisory CRD 171473 · Limited Liability Company | BEND, OR | $252.9M Feb 2026 | +$11.7M+4.9% | +$25.9M+11.4% | +$146.3M+137.1% | +$146.3M+137.1% | -2 employees-20.0% over 3Y | +276 accounts+23.1% over 3Y |
| 5. Copia Wealth Management CRD 281873 · Limited Liability Company | BEND, OR | $157.5M Feb 2026 | +$34.7M+28.3% | — | — | +$37.9M+31.7% | -1 employees-20.0% over 1Y | +93 accounts+12.3% over 1Y |
| 6. True Wealth Group CRD 332426 · Limited Liability Company | BEND, OR | $151.4M Mar 2026 | +$42.9M+39.5% | — | — | — | +2 employees+66.7% over 1Y | +105 accounts+23.2% over 1Y |
| 7. Cascade Financial Strategies CRD 166610 · Limited Liability Company | BEND, OR | $150.9M Mar 2026 | +$30.4M+25.2% | — | — | +$30.4M+25.2% | +3 employees+150.0% over 1Y | +136 accounts+29.0% over 1Y |
| 8. Axiom Wealth Strategies, LLC CRD 313124 · Limited Liability Company | BEND, OR | $124.7M Mar 2026 | — | — | — | +$24.6M+24.6% | -2 employees-40.0% over Total | -92 accounts-24.5% over Total |