🤫 Directory · consent-first

Near 97702. Bend.

22 financial advisors & firms and 0 insurance agents verified near Bend, OR — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 97702

Capstone Wealth Management Group, LLC0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser · $266M AUM

CRD 128097 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Integrated Capital Planning LLC0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser · $30M AUM

CRD 131574 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Axia Wealth Management INC0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser · $148M AUM

CRD 155890 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Northwest Quadrant Wealth Management0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser · $580M AUM

CRD 158455 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cascade Financial Strategies0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser · $151M AUM

CRD 166610 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Elevation Capital Advisory0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser · $253M AUM

CRD 171473 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Copia Wealth Management0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser · $158M AUM

CRD 281873 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sylva International0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser

CRD 285146 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Axiom Wealth Strategies, LLC0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser · $125M AUM

CRD 313124 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Strategy Cap, LLC0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser · $65M AUM

CRD 323391 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capstone Wealth Management Group, INC.0 mi

RIA firm · Bend, OR 97702 · Registered investment adviser · $243M AUM

CRD 340135 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Thalassa Capital LLC8.8 mi

RIA firm · Bend, OR 97701 · Registered investment adviser · $102M AUM

CRD 139707 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Strategic Wealth Management, LLC8.8 mi

RIA firm · Bend, OR 97701 · Registered investment adviser · $19M AUM

CRD 150765 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Henderson Asset Management, LLC15.9 mi

RIA firm · Bend, OR 97703 · Registered investment adviser · $7M AUM

CRD 150876 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Jgp Wealth Management, LLC15.9 mi

RIA firm · Bend, OR 97703 · Registered investment adviser · $1.4B AUM

CRD 290694 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

2260 West15.9 mi

RIA firm · Bend, OR 97703 · Registered investment adviser · $76M AUM

CRD 310460 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bruno Mountain Advisory, LLC15.9 mi

RIA firm · Bend, OR 97703 · Registered investment adviser · $37M AUM

CRD 327235 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Green Tree Wealth, INC15.9 mi

RIA firm · Bend, OR 97703 · Registered investment adviser

CRD 331662 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

True Wealth Group15.9 mi

RIA firm · Bend, OR 97703 · Registered investment adviser · $151M AUM

CRD 332426 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Retirement Strategy Advisors LLC15.9 mi

RIA firm · Bend, OR 97703 · Registered investment adviser · $150M AUM

CRD 341145 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Northwind Financial LLC15.9 mi

RIA firm · Bend, OR 97703 · Registered investment adviser · $105M AUM

CRD 342069 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Diamond Peak Wealth Management LLC15.9 mi

RIA firm · Bend, OR 97703 · Registered investment adviser · $30M AUM

CRD 342229 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to Bend, OR.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 97702. Bend.

22 financial advisors & firms and 0 insurance agents verified near Bend, OR — every one cited to the regulator, claimable and removable by the person named.

Find your person