Best Financial Advisors in BEND, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BEND
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
BEND, OR · Since 2006
NORTHWEST QUADRANT WEALTH MANAGEMENT
BEND, OR · Since 2011
CASCADE FINANCIAL STRATEGIES
BEND, OR · Since 2025
JGP WEALTH MANAGEMENT, LLC
BEND, OR · Since 2018
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
BEND, OR · Since 2026
NORTHWIND FINANCIAL LLC
BEND, OR · Since 2026
ELEVATION CAPITAL ADVISORY
BEND, OR · Since 2020
AXIOM WEALTH STRATEGIES, LLC
BEND, OR · Since 2025
TRUE WEALTH GROUP
BEND, OR · Since 2024
COPIA WEALTH MANAGEMENT
BEND, OR · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BEND?
The median advisory fee in BEND, OR is 0.95% of assets under management per year, based on Form ADV filings from 10 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.