Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Peregrine Asset Advisers, Inc. financial advisors in Bend, OR

Every SEC-registered investment adviser representative at a Peregrine Asset Advisers, Inc. office in Bend, A to Z.

The short answer

3 registered advisors work at Peregrine Asset Advisers, Inc. in Bend, out of 6 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Peregrine Asset Advisers, Inc. advisors in Bend, A to Z

Every Peregrine Asset Advisers, Inc. advisor →

Peregrine Asset Advisers, Inc. advisors in other cities

Portland, OR 2

Other firms in Bend

All Bend advisors →

LPL Financial LLC 20RBC Capital Markets, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Morgan Stanley 16Raymond James Financial Services Advisors, Inc. 15Edward Jones 14Osaic Wealth, Inc. 9D.A. Davidson & Co. 7J.P. Morgan Securities LLC 5Raymond James & Associates, Inc. 5State Farm Investment Management Corp. 5Stifel, Nicolaus & Company, Incorporated 5

Questions

How many financial advisors does Peregrine Asset Advisers, Inc. have in Bend?

3 investment adviser representatives are registered at Peregrine Asset Advisers, Inc. offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Peregrine Asset Advisers, Inc. one of the largest advisor employers in Bend?

Peregrine Asset Advisers, Inc. ranks number 17 in Bend by registered advisors; LPL Financial LLC has the most, with 20.

How do I check a Peregrine Asset Advisers, Inc. advisor in Bend?

Each advisor below links to a profile with their registrations, exams, designations 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 Peregrine Asset Advisers, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.