AdvisorCensus / Financial advisors / Oregon / Bend, OR / Charles Schwab
Financial advisors in Bend, OR using Charles Schwab
8 SEC-registered investment advisory firms headquartered in the Bend, OR metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Axia Wealth Management Inc | Bend | SEC-registered investment adviser | $100 million to $500 million |
| Cascade Financial Strategies | Bend | SEC-registered investment adviser | $100 million to $500 million |
| Copia Wealth Management | Bend | SEC-registered investment adviser | $100 million to $500 million |
| Elevation Capital Advisory | Bend | SEC-registered investment adviser | $100 million to $500 million |
| MCS Family Wealth Advisors | Bend | SEC-registered investment adviser | $100 million to $500 million |
| Northwest Quadrant Wealth Management | Bend | SEC-registered investment adviser | $500 million to $1 billion |
| Sundowner Capital Management LLC | Sunriver | SEC-registered investment adviser | $25 million to $100 million |
| True Wealth Group | Bend | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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