Top Financial Advisors in Bend, Oregon

FinanceHQ’s team of experts conducted thorough research on financial advisors in Bend. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Bend range from $192M to $2B in AUM, and have an average of 19 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
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Facet Wealth

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About Facet Wealth

Bend, ORInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

Facet Wealth is a financial advisor company founded in 2016 and headquartered in Baltimore, MD. They work with clients in Bend, specializing in a wide range of areas, including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. With a team of experienced financial experts, they provide personalized financial solutions through an innovative flat fee model, ensuring objective guidance and access to exclusive partner offerings.

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Asi Wealth Management & Consulting Services

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About Asi Wealth Management & Consulting Services

Bend, ORInvestment Advisor Firm
Assets Managed: $1,465,727,757Total Number of Advisors: 8In Business Since: 1998

ASI is a highly regarded financial advisory firm in the Northwest, managing over $1.4 billion in assets. With a strong track record of over 25 years, a loyal client base, and low staff turnover, ASI is uniquely positioned to assist clients of all backgrounds as one of the top advisors in Bend. With additional offices in Medford, Portland, and Seattle, they help clients achieve their financial goals while maintaining a balanced and fulfilling lifestyle.

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Northwest Quadrant Wealth Management

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About Northwest Quadrant Wealth Management

Bend, ORInvestment Advisor Firm
Assets Managed: $391,987,288Total Number of Advisors: 3In Business Since: 2006

If you're looking for a boutique advisor, Northwest Quadrant Wealth Management is one of the top financial advisor companies headquartered in Bend. Founded in 2006, they specialize in investment management, financial planning, and retirement planning. With over $300 million in assets under management (AUM), their experienced team provides a holistic and transparent approach to help clients achieve their financial goals.

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Ascent Capital

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About Ascent Capital

Bend, ORInvestment Advisor Firm
Assets Managed: $348,604,758Total Number of Advisors: 6In Business Since: 2001

Ascent Capital is an independent advisory firm founded in 2001 and headquartered in Bend. They specialize in comprehensive financial planning services, including areas such as education planning, estate planning, retirement planning, and investment management. As a fiduciary, they prioritize clients' interests and provide transparent and tailored financial advice without quotas, commissions, or hidden fees.

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Northline Wealth Management

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About Northline Wealth Management

Bend, ORInvestment Advisor Firm
Assets Managed: $210,549,944Total Number of Advisors: 3

Northline Wealth Management, founded in Bend, is an independent registered investment advisor (RIA) specializing in investment management, estate planning, and financial planning. They operate in a fiduciary capacity, providing unbiased investment advice and prioritizing simplicity, transparency, communication, and personalized customer service. With a team of experienced advisors, Northline customizes financial solutions, conducts regular portfolio reviews, and offers expert estate and financial planning guidance.

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Elevation Capital Strategies

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About Elevation Capital Strategies

Bend, ORInvestment Advisor Firm
Assets Managed: $191,721,424Total Number of Advisors: 3

Elevation Capital Strategies is one of the top boutique financial advisor companies based in Bend. They specialize in estate planning, healthcare planning, tax planning, investment planning, and income planning. Their services include personalized investment strategies tailored to individual goals, active management to enhance tax efficiency, and a focus on consistent, incremental growth to safeguard wealth for retirement.

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Frequently Asked Questions

What services do the top financial advisors in Bend typically provide?

Top financial advisors in Bend offer a range of services, including investment management, retirement planning, estate planning, tax optimization, and risk management. They tailor their services to meet the unique financial needs of their clients.

How can I choose the right financial advisor in Bend for my specific financial goals?

Selecting the right financial advisor involves considering their experience, expertise, approach to financial planning, and fees. Start by scheduling consultations with potential advisors to discuss your goals and evaluate whether their services align with your needs and values.

What qualifications and certifications should I look for in a financial advisor in Bend?

Look for financial advisors in Bend who are certified and registered. Key certifications include Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). It's also important to ensure they are properly licensed and regulated to provide financial advice in Oregon.

How are fees typically structured when working with financial advisors in Bend?

Financial advisor fees in Bend can vary. Advisors may charge fees based on a percentage of assets under management (AUM), hourly rates, fixed fees, or a combination of the above. It's essential to discuss fee structures with potential advisors to understand their pricing model.

Are there any local regulations or industry standards that financial advisors in Bend must adhere to?

Both state and federal authorities typically regulate financial advisors in Bend. They may be registered with the Oregon Division of Financial Regulation and are often held to fiduciary standards, which require them to act in your best interest. Verify an advisor's regulatory compliance and ask about their fiduciary duty before choosing to work with them.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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