AdvisorCensus / Financial advisors / Oregon / Bend, OR / Branch offices
Advisory firms with an office in Bend, OR, headquartered elsewhere
25 investment advisory firms with a principal office outside the Bend, OR metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Becker Capital Management, Inc. | Bend, OR | Portland, OR | SEC-registered investment adviser |
| Black Diamond Financial, LLC | Bend, OR | Lutherville, MD | SEC-registered investment adviser |
| Blue Anchor Wealth Advisors, LLC | Bend, OR | Ketchikan, AK | SEC-registered investment adviser |
| CL Wealth Management LLC | Bend, OR | Schaumburg, IL | SEC-registered investment adviser |
| Coldstream Wealth Management | Bend, OR | Bellevue, WA | SEC-registered investment adviser |
| Corepath Wealth Partners LLC | Bend, OR | Scottsdale, AZ | SEC-registered investment adviser |
| D.A. Davidson & Co. | Bend, OR | Great Falls, MT | SEC-registered investment adviser |
| Deschutes Investment Consulting, LLC | Bend, OR | Portland, OR | SEC-registered investment adviser |
| Hightower Advisors, LLC | Bend, OR | Chicago, IL | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Bend, OR | Charlotte, NC | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Bend, OR | Dallas, TX | SEC-registered investment adviser |
| Kera Capital Partners | Bend, OR | San Jose, CA | SEC-registered investment adviser |
| Mariner Advisor Network | Bend, OR | Overland Park, KS | SEC-registered investment adviser |
| NBC Capital Advisors | Sisters, OR | Beaverton, OR | SEC-registered investment adviser |
| Northmarq Fund Management, LLC | Bend, OR | Lake Oswego, OR | SEC-registered investment adviser |
| Onedigital | Bend, OR | Overland Park, KS | SEC-registered investment adviser |
| Peregrine Asset Advisers, Inc. | Bend, OR | Portland, OR | SEC-registered investment adviser |
| Pinnacle Wealth Advisors | Bend, OR | Clackamas, OR | SEC-registered investment adviser |
| Portland Private Wealth Management, Inc. | Bend, OR | Portland, OR | SEC-registered investment adviser |
| Prospera Financial Services, Inc. | Bend, OR | Dallas, TX | SEC-registered investment adviser |
| Ritholtz Wealth Management | Bend, OR | New York, NY | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Bend, OR | Miami, FL | SEC-registered investment adviser |
| Syndicated Capital, Inc. | Bend, OR | Brea, CA | SEC-registered investment adviser |
| Timberchase Financial, LLC | Bend, OR | Homewood, AL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Bend, OR | Plymouth, MN | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Bend, OR on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Investor FAN | Bend, OR | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Bend, OR, headquartered elsewhere. https://advisorcensus.com/advisors/or/bend/branch-offices https://advisorcensus.com/advisors/or/bend/branch-offices