City
Wealth management firms in Bend, Oregon
As of October 2, 2026, 37 wealth management firms, including broker-dealer firms, with their main office in Bend, Oregon reported $4.9 billion in regulatory assets under management; the largest by assets was JGP Wealth Management, LLC, with $1.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 37
- Regulatory assets under management
- $4.9 billion
- Average per firm
- $133.5 million
- SEC-registered, of those listed
- 14 of 37 (37.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | JGP Wealth Management, LLC | SEC | $1.4 billion | 3,335 |
| 2 | Northwest Quadrant Wealth Management | SEC | $579.7 million | 1,771 |
| 3 | Strategic Financial Partners, Ltd | SEC | $321.1 million | 902 |
| 4 | Elevation Capital Advisory | SEC | $252.9 million | 1,471 |
| 5 | Invera Wealth Advisors LLC | SEC | $243.8 million | 689 |
| 6 | Capstone Wealth Management Group, Inc. | SEC | $243.0 million | 605 |
| 7 | MCS Family Wealth Advisors | SEC | $162.6 million | 220 |
| 8 | Copia Wealth Management | SEC | $157.5 million | 850 |
| 9 | True Wealth Group | SEC | $151.4 million | 557 |
| 10 | Cascade Financial Strategies | SEC | $150.9 million | 605 |
| 11 | Axia Wealth Management Inc | SEC | $148.0 million | 484 |
| 12 | Northwind Financial LLC | SEC | $142.2 million | 361 |
| 13 | Axiom Wealth Strategies, LLC | SEC | $124.7 million | 283 |
| 14 | Thalassa Capital LLC | State | $101.6 million | 220 |
| 15 | Sundowner Capital Management LLC | SEC | $99.7 million | 116 |
| 16 | Smithbrook, LLC | State | $91.2 million | 66 |
| 17 | Gray Wealth Strategies LLC | State | $91.0 million | 152 |
| 18 | 2260 West | State | $76.2 million | 176 |
| 19 | Aspire Wealth Advisors, LLC | State | $74.7 million | 91 |
| 20 | Strategy Cap, LLC | State | $64.8 million | 129 |
| 21 | Bruno Mountain Advisory, LLC | State | $37.2 million | 138 |
| 22 | Wychick Investment Advisors, Inc. | State | $32.8 million | 220 |
| 23 | Diamond Peak Wealth Management LLC | State | $29.9 million | 100 |
| 24 | Integrated Capital Planning LLC | State | $29.9 million | 75 |
| 25 | Alongside Financial Partners | State | $21.0 million | 94 |
| 26 | Strategic Wealth Management, LLC | State | $18.6 million | 50 |
| 27 | Treeline Financial Planning | State | $17.5 million | 102 |
| 28 | Living Earth Investments, LLC | State | $16.2 million | 70 |
| 29 | Vivifi Planning | State | $10.5 million | 72 |
| 30 | Kleinsmith Resource Management, LLC | State | $8.3 million | 37 |
| 31 | Henderson Asset Management, LLC | State | $7.3 million | 21 |
| 32 | West Ridge Capital Management L.L.C. | State | $1.6 million | 11 |
| 33 | Alpine Road Financial | State | $780,505 | 3 |
| 34 | Cresscila Wealth Management | State | $0 | 0 |
| 35 | Edgewood Wealth Management | State | $0 | 0 |
| 36 | Greeley Wealth Management | State | $0 | 0 |
| 37 | Green Tree Wealth, Inc | State | $0 | 0 |
Wealth management firms in Oregon, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.