JGP Wealth Management, LLC is a prominent investment advisory firm headquartered in Bend, OR, specializing in providing comprehensive wealth management solutions to its diverse client base. With over 270 individual clients and an impressive $888,914,000 in assets under management, JGP Wealth Management has established itself as a trusted partner in helping clients achieve their financial goals. With two offices strategically located in Bend, JGP Wealth Management caters to a wide range of clients, including high net worth individuals and organizations. While managing employer funds is within their capabilities, 401K and individual accounts account for less than 30% of their assets under management. The firm's expertise lies in discretionary asset management, allowing clients to entrust their financial portfolios entirely to the experienced team at JGP Wealth Management. JGP Wealth Management's compensation structure offers flexibility, including a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with their clients' needs and objectives. The firm boasts a dedicated team of 19 employees, with nine of them providing exceptional investment advisory services. On average, each investment advisor manages approximately $98,770,000 in assets, reflecting the industry average. Notably, JGP Wealth Management takes pride in its long-tenured advisors, such as David Paustian, Kendra Biller, and Joseph Gross, who bring a wealth of experience and expertise to their clients. By leveraging their team's knowledge and market insights, JGP Wealth Management strives to deliver personalized and tailored investment strategies that align with their clients' unique financial circumstances, fostering long-lasting relationships built on trust and mutual success.

Sundowner Capital Management LLC, headquartered in Bend, Oregon, is a small investment advisory firm that caters to a diverse clientele seeking professional financial management services. With a team of two dedicated employees, including one experienced investment advisor, Sundowner Capital Management provides personalized investment advisory services to individual clients and employer 401K plans. The firm's impressive average assets under management per investment advisor amount to approximately $140,560,000, significantly surpassing the industry average. Sundowner Capital Management prides itself on its deep expertise in managing assets, particularly in the employer 401K and individual investment spaces. With over $86,754,000 in assets under management for more than 40 individual clients, the firm has established a strong track record of success. An impressive 90% of the assets under their management are discretionary, indicating the trust and confidence their clients have in their investment strategies. Operating out of a single office, Sundowner Capital Management has been serving its clients since 2008, and one of its key advisors, Douglas Downer, boasts an extensive tenure with the firm. The compensation structure at Sundowner Capital Management includes various types, such as a percentage of assets under management, ensuring that the firm's success is aligned with the financial well-being of their valued clients. As a boutique investment advisory firm, Sundowner Capital Management sets itself apart by offering personalized and tailored financial solutions, allowing clients to navigate the complex world of investments with confidence and peace of mind.

Elevation Capital Advisory, a small investment advisory firm headquartered in Bend, OR, caters to a diverse client base of over 1,050 individuals. With an impressive $191,721,000 in assets under management, the firm has established itself as a trusted partner in financial planning and wealth management. Operating from two offices, Elevation Capital Advisory specializes in managing employer 401K plans and individual assets, which constitute over 80% of their total assets under management. They possess the expertise and qualifications necessary to provide comprehensive 401K plan management for both employers and employees. With a commitment to delivering exceptional service, Elevation Capital Advisory ensures that all the assets they manage are handled with the utmost care and discretion. Their compensation structure offers flexibility, including a percentage of assets under management and fixed fees, aligning with clients' unique needs and preferences. The firm comprises a dedicated team of eight professionals, with three focused on providing investment advisory services. Each investment advisor manages an average of approximately $63,910,000 in assets under management, an industry-standard level. Notably, Elevation Capital Advisory boasts a group of seasoned advisors who have demonstrated their commitment and expertise over the long term, including Michael Jr. Angus, Derrick Hanson, and Ryan Sanford. With their strategic location in Bend, OR, Elevation Capital Advisory is well-positioned to serve clients seeking reliable and personalized investment advice. Their track record of success and commitment to their clients' financial well-being make them a top choice for individuals and employers alike.

Strategy Cap, LLC is a reputable investment advisory firm located in Bend, Oregon. With over 20 individual clients and more than $48,119,000 in assets under management, they have established themselves as a trusted partner in financial planning. While their main focus is on managing high net worth individual accounts, they also possess the expertise to handle employer funds. Strategy Cap, LLC operates from a single office and all their assets under management, totaling 100%, are managed on a discretionary basis. The firm's compensation structure is designed to provide flexibility and cater to diverse client needs. They offer various types of fees, including a percentage of assets under management, fixed fees, and hourly charges. With a commitment to personalized service, Strategy Cap, LLC ensures that every client receives tailored investment advice and solutions. The team at Strategy Cap, LLC consists of two dedicated employees who are all registered advisors. On average, each investment advisor manages approximately $24,060,000 in assets. Daniel Evans and Jared Pearson, two of the longest tenured advisors with the firm, bring extensive experience and expertise to their roles. With their collective knowledge and a client-centric approach, Strategy Cap, LLC is well-equipped to assist individuals and businesses in achieving their financial goals.

Costello Financial Planning, Inc. is a reputable small investment advisory firm based out of Bend, Oregon. With over 60 individual clients and a staggering $115,657,000 in assets under management, they have established themselves as a trusted financial partner. Their success can be attributed to their comprehensive range of services, including accounting and financial planning. Despite the fact that 401K and individual accounts make up less than 30% of their assets under management, Costello Financial Planning, Inc. possesses the expertise and capacity to effectively handle employer funds. Impressively, 79% of the assets they manage are discretionary, reflecting their clients' confidence in their investment decisions. The firm primarily serves high-net-worth individuals, managing the majority of their substantial assets. Costello Financial Planning, Inc. has a diverse compensation structure that includes a percentage of assets under management, as well as fixed fees. This ensures that their clients receive tailored financial advice that aligns with their unique needs and goals. With a total of two employees, both of whom provide investment advisory services, the team at Costello Financial Planning, Inc. maintains a high level of personal attention and dedication to their clients. On average, each investment advisor manages approximately $57,830,000 in assets, a figure that is consistent with the industry average. Notably, Robert Costello and Paul Costello are two of the longest-tenured registered advisors at the firm, bringing a wealth of experience and knowledge to their clients' financial plans. Costello Financial Planning, Inc. stands out in the industry for their commitment to excellence, professionalism, and comprehensive financial solutions.

Asi Wealth Management & Consulting Services, a prominent investment advisory firm based in Bend, OR, is dedicated to providing comprehensive financial guidance and consulting services. With five offices strategically located, Asi Wealth Management & Consulting Services is well-positioned to cater to the diverse needs of their clientele. With a team of 17 dedicated professionals, including eight highly skilled investment advisors, Asi Wealth Management & Consulting Services possesses the expertise to assist individuals and businesses in achieving their financial goals. Their investment advisors boast an impressive track record, managing an average of approximately $183,220,000 in assets per advisor, which exceeds the industry average. Asi Wealth Management & Consulting Services offers a flexible compensation structure that accommodates various client preferences, including a percentage of assets under management and fixed fees. They understand that each client has unique requirements and tailor their services accordingly. A significant portion of the assets managed by Asi Wealth Management & Consulting Services, approximately 58%, is discretionary, demonstrating their clients' confidence in their expertise and ability to make sound investment decisions. With over 180 individual clients, Asi Wealth Management & Consulting Services has successfully accumulated over $1,465,728,000 in assets under management. The firm's longevity and success are also reflected in the tenure of their experienced advisors, including John Bellman, Randy Miller, and Ceneth Schoettler, who have played pivotal roles in serving their clients with integrity and professionalism. Asi Wealth Management & Consulting Services prides itself on their commitment to providing personalized financial solutions, leveraging their expertise and industry knowledge to navigate the complexities of the financial landscape for their valued clients.

Northwest Quadrant Wealth Management, based out of Bend, OR, is a small investment advisory firm specializing in providing comprehensive wealth management services. With a total of six employees, the firm boasts a dedicated team of experienced professionals. Three of their highly skilled advisors offer expert investment advisory services, leveraging their extensive knowledge to assist clients in achieving their financial goals. Northwest Quadrant Wealth Management manages a substantial amount of assets, averaging approximately $60,820,000 per investment advisor. While this figure aligns with the industry average, it is a testament to the firm's ability to effectively navigate the complexities of the financial market. Their compensation structure is designed to align their interests with those of their clients, incorporating various types such as a percentage of assets under management and performance-based fees. The firm takes pride in serving a diverse clientele, catering to over 780 individual clients. Their impressive track record is reflected in the management of more than $391,987,000 in assets under their care. Notably, a significant portion of their assets under management is derived from employer 401Ks and individual accounts, showcasing their expertise and success in this area. Moreover, Northwest Quadrant Wealth Management exercises discretionary control over a remarkable 97% of the assets they manage, enabling them to make informed decisions and provide tailored solutions to their clients. With three offices strategically located, Northwest Quadrant Wealth Management ensures accessibility and convenience for their clients. The firm's longevity is underscored by the presence of well-established advisors like Robert Fenili, Arnold Reinhart, and Tyler Simones, who have contributed to the firm's success over the years. With their commitment to delivering exceptional wealth management services, Northwest Quadrant Wealth Management continues to build strong, long-lasting relationships with their clients, helping them secure their financial future.

My Legacy Advisors, LLC is a distinguished investment advisory firm operating out of Bend, Oregon. With a team of 10 dedicated professionals, they offer a wide range of financial services to individuals and businesses alike. Five of their experienced advisors specialize in providing investment advisory services, boasting an average of $58,140,000 in assets under management per advisor, which aligns with the industry average. The firm prides itself on its client-centric approach, with over 300 individual clients who have entrusted them with a substantial portfolio totaling over $298,491,000 in assets under management. A notable aspect of their clientele is that approximately half of their assets under management come from employer 401Ks or individuals, showcasing their expertise in this particular domain. Moreover, all the assets under their management are handled on a discretionary basis, demonstrating their commitment to making informed investment decisions on behalf of their clients. In addition to their investment advisory services, My Legacy Advisors, LLC also excels as an insurance broker or agent. Their comprehensive compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' best interests. With two offices in Bend, Oregon, My Legacy Advisors, LLC has established a strong local presence in the area. The firm is known for its long-standing advisors, including Mathew Hunnicutt, Matthew Hobson, and Suzanne Daniel, who bring extensive experience and expertise to their clients. Their dedication to providing personalized financial solutions and their deep-rooted ties to the community make My Legacy Advisors, LLC a trusted partner for individuals and businesses seeking sound financial guidance.