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Best financial advisors in Bend, OR

Registered advisers within 25 miles of Bend, OR.

Offices
212
Firms
114
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,493,391 clients when Item 5C has a number
Avg / client
$5.65M
Combined AUM ÷ clients

Nearby offices

Firms

THALASSA CAPITAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWIND FINANCIAL LLC
DIAMOND PEAK WEALTH MANAGEMENT LLC
SYNDICATED CAPITAL, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC WEALTH MANAGEMENT, LLC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

YOURI BUJKO
MATTHEW HORNOR KETTERING
John Anthony Morgan
Gregory David Elder
Aaron John Thompson
BRADLEY JASON BOECK
Joseph John Serrapede
KEVIN JOHN SERRAPEDE
Brian Kirby Stallcop
James Kurtis Sager
Blake Ettestad
Gabriel T Katches
BRETT COUCH
DAVID WAYNE SMITH
Edward Frederick Wettig
Jason P Hunter
LISA JO SLOAN
Megan Uht
Danielle Leona Haliilehua Baptist
VICENTE EDUARDO CONTRERAS
Nicholas Ray Miller
Kenneth C Hadden
Kathleen Elizabeth Gaughan
Kasey Dawn Naugher
JASON THOMAS ARBETTER
AMBER GWEN BILLETER

Within 25 miles of Bend, OR, Best Investors lists 114 registered investment advisory firms with 212 offices nearby, managing about $14.1T in combined regulatory AUM across 2,493,391 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bend

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM