RIAs in Bend, Oregon
Explore 12 RIAs headquartered in Bend, with $3.8B in combined reported AUM.
RIAs12Headquartered here
Total AUM$3.8BReported regulatory AUM
Total Employees72Reported by these RIAs
% of Total State AUM1.7%% Of total State AUM Reported
All RIAs in Bend
12 RIAsShowing 1–12 of 12 RIAs
Jgp Wealth Management, LLC
BEND, ORReported AUM$1.4B
Employees23
37.4% of city AUMView RIA ↗
Northwest Quadrant Wealth Management
BEND, ORReported AUM$579.7M
Employees3
15.1% of city AUMView RIA ↗
Capstone Wealth Management Group, LLC
BEND, ORReported AUM$266.1M
Employees6
6.9% of city AUMView RIA ↗
Elevation Capital Advisory
BEND, ORReported AUM$252.9M
Employees8
6.6% of city AUMView RIA ↗
Capstone Wealth Management Group, Inc.
BEND, ORReported AUM$243M
Employees5
6.3% of city AUMView RIA ↗
Stonepine Capital Management, LLC
BEND, ORReported AUM$181M
Employees4
4.7% of city AUMView RIA ↗
Copia Wealth Management
BEND, ORReported AUM$157.5M
Employees4
4.1% of city AUMView RIA ↗
True Wealth Group
BEND, ORReported AUM$151.4M
Employees6
4.0% of city AUMView RIA ↗
Cascade Financial Strategies
BEND, ORReported AUM$150.9M
Employees5
3.9% of city AUMView RIA ↗
Axia Wealth Management Inc
BEND, ORReported AUM$148M
Employees3
3.9% of city AUMView RIA ↗
Northwind Financial LLC
BEND, ORReported AUM$142.2M
Employees2
3.7% of city AUMView RIA ↗
Axiom Wealth Strategies, LLC
BEND, ORReported AUM$124.7M
Employees3
3.3% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.