Falists

Oregon · 25 advisers

Financial Advisors in Bend, Oregon

Looking for a financial advisor in Bend, Oregon? Falists indexes 25 SEC-registered and state-registered investment advisers in Bend — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 25 firms list a website you can visit directly. Firms in this directory manage up to $1.43B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

25

With website

25

Largest AUM

$1.43B

Financial planning

19

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth21Planning19Trusts18Retirement9Institutional9

Top advisors in Bend

Ranked by AUM · Fees, team & specialties at a glance

View all 25 →

2260 WEST

Bend, OR

AUM

$76.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(541) 707-2260

Full profileVisit site →
View all 25 advisors in Bend

More cities in Oregon

Portland (99)Lake Oswego (43)Beaverton (21)Eugene (16)Salem (9)Hillsboro (7)West Linn (7)Clackamas (6)Tigard (6)Corvallis (5)Ashland (4)Grants Pass (4)

Common questions

How many financial advisors are in Bend, Oregon?
25 registered investment advisers are listed in our Bend directory, sourced from public SEC filings.
What types of advisors are in Bend?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bend?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.