{ "path": "/advisors/or/bend", "url": "https://advisorcensus.com/advisors/or/bend", "page_type": "metro", "title": "Financial advisors in Bend, OR", "filters": {}, "scope_total": 35, "faq": [ { "q": "How many financial advisory firms are there in Bend, OR?", "a": "AdvisorCensus lists 35 investment advisory firms with a principal office in the Bend metro area, from Form ADV filings as of October 2026: 14 SEC-registered, 19 state-registered, and 2 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Bend, OR?", "a": "19 of the 35 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Bend, OR offer financial planning?", "a": "27 of the 33 firms in Bend, OR that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Bend, OR fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 19 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 35 investment advisory firms with a principal office in the Bend metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Bend has 35 investment advisory firms with a principal office in the metro area as of October 2026: 14 SEC-registered, 19 state-registered, and 2 exempt reporting advisers. 19 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 16 report under $100 million in regulatory assets under management. The metro area has 104,529 households, 14,898 of them with income of $200,000 or more, or 426 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Bend, OR: 35 firms from Form ADV filings as of October 2026.", "total_firms": 35, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 14, "state": 19, "exempt": 2 }, "fee_model_mix": [ { "code": "fee-only", "count": 19 }, { "code": "percentage_of_aum", "count": 31 }, { "code": "hourly", "count": 22 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 23 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 1 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 2 } ], "years_registered_distribution": [ { "code": "under_5", "count": 18 }, { "code": "5_to_9", "count": 12 }, { "code": "10_to_19", "count": 3 }, { "code": "20_plus", "count": 2 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 6 }, { "code": "25m_100m", "count": 10 }, { "code": "100m_500m", "count": 13 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 4 } ], "firms": [ { "crd_number": 310460, "name": "2260 West", "name_as_filed": "2260 WEST", "url": "https://advisorcensus.com/firm/2260-west-bend-or-310460", "city": "Bend", "state": "OR", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337539, "name": "Alongside Financial Partners", "name_as_filed": "ALONGSIDE FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/alongside-financial-partners-bend-or-337539", "city": "Bend", "state": "OR", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288151, "name": "Aspire Wealth Advisors, LLC", "name_as_filed": "ASPIRE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/aspire-wealth-advisors-llc-bend-or-288151", "city": "Bend", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155890, "name": "Axia Wealth Management Inc", "name_as_filed": "AXIA WEALTH MANAGEMENT INC", "url": "https://advisorcensus.com/firm/axia-wealth-management-inc-bend-or-155890", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313124, "name": "Axiom Wealth Strategies, LLC", "name_as_filed": "AXIOM WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/axiom-wealth-strategies-llc-bend-or-313124", "city": "Bend", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169271, "name": "Browning Capital Management LLC", "name_as_filed": "BROWNING CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/browning-capital-management-llc-sisters-or-169271", "city": "Sisters", "state": "OR", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327235, "name": "Bruno Mountain Advisory, LLC", "name_as_filed": "BRUNO MOUNTAIN ADVISORY, LLC", "url": "https://advisorcensus.com/firm/bruno-mountain-advisory-llc-bend-or-327235", "city": "Bend", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 340135, "name": "Capstone Wealth Management Group, Inc.", "name_as_filed": "CAPSTONE WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/capstone-wealth-management-group-inc-bend-or-340135", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166610, "name": "Cascade Financial Strategies", "name_as_filed": "CASCADE FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/cascade-financial-strategies-bend-or-166610", "city": "Bend", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281873, "name": "Copia Wealth Management", "name_as_filed": "COPIA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/copia-wealth-management-bend-or-281873", "city": "Bend", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342229, "name": "Diamond Peak Wealth Management LLC", "name_as_filed": "DIAMOND PEAK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/diamond-peak-wealth-management-llc-bend-or-342229", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171473, "name": "Elevation Capital Advisory", "name_as_filed": "ELEVATION CAPITAL ADVISORY", "url": "https://advisorcensus.com/firm/elevation-capital-advisory-bend-or-171473", "city": "Bend", "state": "OR", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307081, "name": "Greeley Wealth Management", "name_as_filed": "GREELEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/greeley-wealth-management-bend-or-307081", "city": "Bend", "state": "OR", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 331662, "name": "Green Tree Wealth, Inc", "name_as_filed": "GREEN TREE WEALTH, INC", "url": "https://advisorcensus.com/firm/green-tree-wealth-inc-bend-or-331662", "city": "Bend", "state": "OR", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150876, "name": "Henderson Asset Management, LLC", "name_as_filed": "HENDERSON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/henderson-asset-management-llc-bend-or-150876", "city": "Bend", "state": "OR", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304637, "name": "Highwest Global", "name_as_filed": "HIGHWEST GLOBAL", "url": "https://advisorcensus.com/firm/highwest-global-bend-or-304637", "city": "Bend", "state": "OR", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 131574, "name": "Integrated Capital Planning LLC", "name_as_filed": "INTEGRATED CAPITAL PLANNING LLC", "url": "https://advisorcensus.com/firm/integrated-capital-planning-llc-bend-or-131574", "city": "Bend", "state": "OR", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323792, "name": "Invera Wealth Advisors LLC", "name_as_filed": "INVERA WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/invera-wealth-advisors-llc-bend-or-323792", "city": "Bend", "state": "OR", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290694, "name": "JGP Wealth Management, LLC", "name_as_filed": "JGP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jgp-wealth-management-llc-bend-or-290694", "city": "Bend", "state": "OR", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106327, "name": "MCS Family Wealth Advisors", "name_as_filed": "MCS FAMILY WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/mcs-family-wealth-advisors-bend-or-106327", "city": "Bend", "state": "OR", "years_registered": 36, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 158455, "name": "Northwest Quadrant Wealth Management", "name_as_filed": "NORTHWEST QUADRANT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/northwest-quadrant-wealth-management-bend-or-158455", "city": "Bend", "state": "OR", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342069, "name": "Northwind Financial LLC", "name_as_filed": "NORTHWIND FINANCIAL LLC", "url": "https://advisorcensus.com/firm/northwind-financial-llc-bend-or-342069", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341145, "name": "Retirement Strategy Advisors LLC", "name_as_filed": "RETIREMENT STRATEGY ADVISORS LLC", "url": "https://advisorcensus.com/firm/retirement-strategy-advisors-llc-bend-or-341145", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289546, "name": "Seven Peaks Ventures Management II, LLC", "name_as_filed": "SEVEN PEAKS VENTURES MANAGEMENT II, LLC", "url": "https://advisorcensus.com/firm/seven-peaks-ventures-management-ii-llc-bend-or-289546", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313679, "name": "Smithbrook, LLC", "name_as_filed": "SMITHBROOK, LLC", "url": "https://advisorcensus.com/firm/smithbrook-llc-bend-or-313679", "city": "Bend", "state": "OR", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139891, "name": "Stonepine Capital Management, LLC", "name_as_filed": "STONEPINE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stonepine-capital-management-llc-bend-or-139891", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 150765, "name": "Strategic Wealth Management, LLC", "name_as_filed": "STRATEGIC WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/strategic-wealth-management-llc-bend-or-150765", "city": "Bend", "state": "OR", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 323391, "name": "Strategy Cap, LLC", "name_as_filed": "STRATEGY CAP, LLC", "url": "https://advisorcensus.com/firm/strategy-cap-llc-bend-or-323391", "city": "Bend", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146253, "name": "Sundowner Capital Management LLC", "name_as_filed": "SUNDOWNER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sundowner-capital-management-llc-sunriver-or-146253", "city": "Sunriver", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285146, "name": "Sylva International", "name_as_filed": "SYLVA INTERNATIONAL", "url": "https://advisorcensus.com/firm/sylva-international-bend-or-285146", "city": "Bend", "state": "OR", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 139707, "name": "Thalassa Capital LLC", "name_as_filed": "THALASSA CAPITAL LLC", "url": "https://advisorcensus.com/firm/thalassa-capital-llc-bend-or-139707", "city": "Bend", "state": "OR", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307067, "name": "Treeline Financial Planning", "name_as_filed": "TREELINE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/treeline-financial-planning-bend-or-307067", "city": "Bend", "state": "OR", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332426, "name": "True Wealth Group", "name_as_filed": "TRUE WEALTH GROUP", "url": "https://advisorcensus.com/firm/true-wealth-group-bend-or-332426", "city": "Bend", "state": "OR", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306768, "name": "Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies", "name_as_filed": "VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES", "url": "https://advisorcensus.com/firm/veritas-bitcoin-strategies-llc-dba-veritas-bitcoin-strategies-madras-or-306768", "city": "Madras", "state": "OR", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137957, "name": "Wychick Investment Advisors, Inc.", "name_as_filed": "WYCHICK INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/wychick-investment-advisors-inc-bend-or-137957", "city": "Bend", "state": "OR", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/or", "label": "Financial advisors in Oregon" }, "metro": { "path": "/advisors/or/bend", "label": "Financial advisors in Bend, OR" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/or/bend/fee-only", "label": "Fee-only financial advisors in Bend, OR", "firm_count": 19 }, { "path": "/advisors/or/bend/flat-fee", "label": "Flat-fee financial advisors in Bend, OR", "firm_count": 23 }, { "path": "/advisors/or/bend/hourly", "label": "Hourly financial advisors in Bend, OR", "firm_count": 22 } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/or/bend.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 4, "sec_registered_at_start": 14, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 4 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }