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Financial advisors in Bend, OR

Looking for a financial advisor in Bend, OR? We list 310 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

310Advisors with offices here
18Median years of experience
5%At fee-only firms
98Firms represented

Largest firms here: LPL Financial (22), RBC Capital Markets (20), Merrill (18).

Nearby: Redmond.

Filter and map these advisors

Integrated Advisors Network
46yrs
William Berner
Financial advisor
P.O. Box 2240
Bend, OR 97709
Top advisor by experience in Bend
Fiduciary
Call Directions
RBC Capital Markets
46yrs
Pamela Carty
Financial advisor
2220 NW Labiche Lane Suite 210
Bend, OR 97703
Top 1% by experience in Oregon
Fiduciary
Call Directions
Morgan Stanley
45yrs
Jay Fain
Financial advisor
705 SW Bonnett Way Suite 1200
Bend, OR 97702
Top 1% by experience in Oregon
Fiduciary
Call Directions
Stifel, Nicolaus & Company
45yrs
James Fleck
Financial advisor
2731 NW Potts Court
Bend, OR 97703
Top 1% by experience in Oregon
Fiduciary
Call Directions
D.A. Davidson & Co.
43yrs
Carolyn Cameron
Financial advisor
360 SW Bond Street Suite 300
Bend, OR 97702
Top 1% by experience in Oregon
CFP®Fiduciary
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RBC Capital Markets
42yrs
George Riemer
Financial advisor
2220 NW Labiche Lane Suite 210
Bend, OR 97703
Top 2% by experience in Bend
Fiduciary
Call Directions
Riverpath Investments
42yrs
John Kelly
Financial advisor
Bend, OR
Top advisor by experience at Riverpath Investments
CFP®
Call Directions
Raymond James Financial Services Advisors
41yrs
Stanley Hauxwell
Financial advisor
121 NW Greenwood Avenue Suite 101
Bend, OR 97703
Top 3% by experience in Bend
Fiduciary
Call Directions
RBC Capital Markets
41yrs
Scott Nicol
Financial advisor
2220 NW Labiche Lane Suite 210
Bend, OR 97703
Top 3% by experience in Bend
Fiduciary
Call Directions
LPL Financial
40yrs
Judy Jorgensen
Financial advisor
1000 NW Wall St, Suite 201
Bend, OR 97703
Top 3% by experience in Oregon
Fiduciary
Call Directions
J.P. Morgan Securities
40yrs
Niki Sands
Financial advisor
450 NW Franklin Ave
Bend, OR 97703
Top 1% by experience at J.P. Morgan Securities
Fiduciary
Call Directions
Morgan Stanley
40yrs
John Lorenz
Financial advisor
705 SW Bonnett Way Suite 1200
Bend, OR 97702
Top 4% by experience in Bend
Fiduciary
Call Directions
Morgan Stanley
40yrs
Jeannette McKenzie
Financial advisor
705 SW Bonnett Way Suite 1200
Bend, OR 97702
Top 4% by experience in Oregon
Fiduciary
Call Directions
UBS Financial Services
38yrs
James Mead
Financial advisor
Bend, OR
Top 5% by experience in Bend
Fiduciary
Call Directions
MCS Family Wealth Advisors
38yrs
Michael Stalker
Financial advisor
750 NW Charbonneau, Suite 201
Bend, OR 97703
Top 5% by experience in Bend
CFA
Call Directions
Merrill
38yrs
Ian Rogers
Financial advisor
755 SW Bonnett Way
Bend, OR 97702
Top 5% by experience in Bend
Fiduciary
Call Directions
Ameriprise Financial Services
37yrs
Ronnie Scheller
Financial advisor
2855 NW Crossing Dr Suite 210
Bend, OR 97703
Top 6% by experience in Bend
PlanningInvesting
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Morgan Stanley
37yrs
Scott McVeigh
Financial advisor
705 SW Bonnett Way Suite 1200
Bend, OR 97702
Top 6% by experience in Bend
Fiduciary
Call Directions
D.A. Davidson & Co.
37yrs
Don Wells
Financial advisor
360 SW Bond Street Suite 300
Bend, OR 97702
Top 7% by experience in Bend
Fiduciary
Call Directions
Strategic Financial Partners
36yrs
Richard Williams
Financial advisor
Bend, OR
Top advisor by experience at Strategic Financial Partners
Fiduciary
Call Directions
D.A. Davidson & Co.
36yrs
Troy Johnston
Financial advisor
360 SW Bond Street Suite 300
Bend, OR 97702
Top 7% by experience in Bend
Fiduciary
Call Directions
LPL Financial
36yrs
Joseph Ferrin
Financial advisor
50 SW Bond Street, Suite 101
Bend, OR 97702
Top 7% by experience in Oregon
Fiduciary
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read