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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bend, OR

Every SEC-registered investment adviser representative at a firm office in Bend, with the firms that employ the most of them.

303 registered advisors work in Bend; the most are at LPL Financial LLC (22). 0 list the CFP designation and 192 are also registered broker representatives.

Firms with the most advisors in Bend

FirmAdvisors in Bend
LPL Financial LLC news22
Merrill Lynch, Pierce, Fenner & Smith Incorporated news19
RBC Capital Markets, LLC news19
Raymond James Financial Services Advisors, Inc. news16
Morgan Stanley news14
Edward Jones news13
D.A. Davidson & Co.10
Osaic Wealth, Inc. news9
Raymond James & Associates, Inc. news7
Cetera Investment Advisers LLC news5
State Farm Investment Management Corp.5
Stifel, Nicolaus & Company, Incorporated news5
Strategic Financial Partners, Ltd.5
Stratos Wealth Partners, Ltd.5
Ameriprise Financial Services, LLC news4
Capstone Wealth Management Group, Inc.4
J.P. Morgan Securities LLC news4
Jgp Wealth Management, LLC4
Mercer Global Advisors Inc.4
UBS Financial Services Inc. news4
Wells Fargo Clearing Services, LLC news4
2260 West3
Cascade Financial Strategies3
Commonwealth Financial Network news3
Copia Wealth Management3

Advisors in Bend, A to Z (first 300 of 303)

Search all of Oregon →

Other cities in Oregon

All of Oregon →

Portland 1,204Lake Oswego 558Eugene 282Tigard 172Salem 171Beaverton 144Medford 111Grants Pass 74Hillsboro 74Clackamas 73Corvallis 72West Linn 59Gresham 43Oregon City 42Springfield 42Tualatin 42Roseburg 36Ashland 34Albany 29Jacksonville 26Wilsonville 26Canby 25Klamath Falls 23McMinnville 22

Questions

How many financial advisors are in Bend, OR?

303 investment adviser representatives are registered at firm offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 192 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Bend?

LPL Financial LLC, with 22 registered advisors in Bend, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 19.

How do I check a financial advisor in Bend?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.