Company lists · Data refreshed September 2026
Top 18 Family office advisors based in Bend, United States
RevenueBase identified 25 company matches for family office advisors associated with Bend, United States as of September 2026 and tracks 60 professional contacts across them, including 32 with verified work emails. Across the United States, New York is the largest hub for this category (539 companies); Bend has 25.
This list covers company matches for family office advisors associated with Bend, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 18 largest family office advisors based in Bend, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 5 contacts → | ||||
Exact match “Copia Wealth Management is a financial services company based out of Bend, Oregon.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 4 contacts → | ||||
Exact match “Mackeson Advisory is an independent firm that empowers individuals and families to align their investment strategy with their personal values.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 4 contacts → | ||||
Exact match “You lead a busy life, but you know that putting your financial future on the back burner is not in your best interest.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 4 contacts → | ||||
Exact match “Our firm was built for and around our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 3 contacts → | ||||
Exact match “Rosell Wealth Management is an independent financial planning practice founded in Bend, Oregon in 2001.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 3 contacts → | ||||
Exact match “Axia Wealth Management is a firm built around our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 3 contacts → | ||||
Exact match “There are many aspects to wealth management, and while managing investments is certainly an integral area, it is just one.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 3 contacts → | ||||
Exact match “Ever feel a little lost on your path to financial freedom?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “We are an independent financial planning firm that takes a team approach, utilizing subject matter experts for Financial Planning, Tax, Legal, Money Management and Insurance to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “Sherpa Wealth Strategie is a comprehensive financial services firm in Bend, Oregon committed to helping you improve your long-term financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Crosswaters Wealth Management was founded in 2021 by Eric White, who’d been a successful wealth advisor for nearly three decades, working for an industry leading financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “At G.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “ASI is a wealth management firm providing personal wealth management and institutional consulting throughout the Pacific Northwest.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “The mission of MCS Family Wealth Advisors: Transform Money from a Source of Worry to a Resource for Fulfillment.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “I love the opportunity to bring confidence and clarity to those in retirement or approaching retirement so that they can have the time to live their best days of financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Green Tree Wealth is an independent financial planning firm in Bend, Oregon.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “family office advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 18 of 25 family office advisors based in Bend, United States
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Family office advisors based in Bend, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Bend, so it is reported there. Company counts and contact totals on this page are exact for Bend, over 25 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Bend, United States whose business descriptions match “family office advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 32 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Family office advisors by metro in the United States
- Family office advisors in New York539
- Family office advisors in Dallas241
- Family office advisors in Atlanta235
- Family office advisors in Houston223
- Family office advisors in Chicago211
- Family office advisors in Miami185
- Family office advisors in San Diego185
- Family office advisors in Austin167
- Family office advisors in Scottsdale160
- Family office advisors in Charlotte152
- Family office advisors in San Francisco149
- Family office advisors in Los Angeles144
- Family office advisors in Boston143
- Family office advisors in Denver143
- Family office advisors in Tampa121
- Family office advisors in Cincinnati105
- Family office advisors in Portland95
- Family office advisors in Indianapolis90
- Family office advisors in Phoenix90
- Family office advisors in Newport Beach89
- Family office advisors in Overland Park89
- Family office advisors in Irvine87
- Family office advisors in Seattle85
- Family office advisors in Raleigh84
- Family office advisors in Columbus82
- Family office advisors in Boca Raton81
- Family office advisors in Minneapolis81
- Family office advisors in Bellevue78
- Family office advisors in Birmingham78
- Family office advisors in San Antonio78
- Family office advisors in Omaha73
- Family office advisors in Columbia71
- Family office advisors in Pittsburgh70
- Family office advisors in Fort Worth69
- Family office advisors in Grand Rapids67
- Family office advisors in Greenville64
- Family office advisors in St. Louis64
- Family office advisors in Rochester63
- Family office advisors in Las Vegas62
- Family office advisors in Louisville62
- Family office advisors in Sarasota62
- Family office advisors in Wilmington61
- Family office advisors in Colorado Springs60
- Family office advisors in Jacksonville60
- Family office advisors in Salt Lake City60
- Family office advisors in Nashville57
- Family office advisors in Cleveland56
- Family office advisors in Greenwood Village56
- Family office advisors in Richmond56
- Family office advisors in Washington56
- Family office advisors in Orlando55
- Family office advisors in Madison54
- Family office advisors in Fort Lauderdale53
- Family office advisors in Pasadena53
- Family office advisors in Walnut Creek51
- Family office advisors in Coral Gables50
- Family office advisors in Memphis50
- Family office advisors in Naples50
- Family office advisors in Plano50
- Family office advisors in Springfield50
- Family office advisors in Lexington49
- Family office advisors in Tulsa49
- Family office advisors in Troy46
- Family office advisors in Charleston42
- Family office advisors in Franklin42
- Family office advisors in Philadelphia42
- Family office advisors in Oklahoma City41
- Family office advisors in Alpharetta40
- Family office advisors in Frisco40
- Family office advisors in Baton Rouge39
- Family office advisors in Tucson39
- Family office advisors in Bloomington38
- Family office advisors in Beverly Hills37
- Family office advisors in Lake Oswego37
- Family office advisors in Melville37
- Family office advisors in The Woodlands37
- Family office advisors in Westlake Village37
- Family office advisors in Brentwood36
- Family office advisors in Fort Collins36
- Family office advisors in Greensboro36
- Family office advisors in Mclean36
- Family office advisors in Santa Barbara36
- Family office advisors in Bethesda35
- Family office advisors in Buffalo35
- Family office advisors in Kansas City35
- Family office advisors in San Jose35
- Family office advisors in Virginia Beach34
- Family office advisors in Knoxville33
- Family office advisors in Woodbury32
- Family office advisors in Chattanooga31
- Family office advisors in Fort Wayne31
- Family office advisors in Minnetonka31
- Family office advisors in Westport31
- Family office advisors in Boulder30
- Family office advisors in Lafayette30
- Family office advisors in Reston30
- Family office advisors in Roseville30
- Family office advisors in West Des Moines30
- Family office advisors in Englewood29
- Family office advisors in Jackson29
- Family office advisors in Lincoln29
- Family office advisors in West Chester29
- Family office advisors in Wichita29
- Family office advisors in Alexandria28
- Family office advisors in Ann Arbor28
- Family office advisors in Little Rock28
- Family office advisors in Red Bank28
- Family office advisors in Sacramento28
- Family office advisors in Stamford28
- Family office advisors in Bloomfield Hills27
- Family office advisors in Princeton27
- Family office advisors in Reno27
- Family office advisors in Rockville27
- Family office advisors in Tempe27
- Family office advisors in Wayne27
- Family office advisors in West Palm Beach27
- Family office advisors in Annapolis26
- Family office advisors in Boise26
- Family office advisors in Carlsbad26
- Family office advisors in Chesterfield26
- Family office advisors in Edina26
- Family office advisors in Marietta26
- Family office advisors in Pittsford26
- Family office advisors in San Ramon26
- Family office advisors in Albany25
- Family office advisors in Arlington25
- Family office advisors in Lancaster25
- Family office advisors in Littleton25
- Family office advisors in Naperville25
- Family office advisors in Northbrook25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family office advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office advisors are there based in Bend, United States?
RevenueBase identified 25 company matches for family office advisors associated with Bend, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Copia Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most family office advisors?
New York leads the United States with 539 company records, followed by Dallas (241) and Atlanta (235). Bend has 25.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 32 professional contacts with verified work emails tracked across these 25 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 25 family office advisors based in Bend, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
Company intelligence · public preview
Top 18 family office advisors based in Bend, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 25 matching company records for family office advisors based in Bend, United States, with 60 tracked contacts and 32 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 family office advisors based in Bend, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Copia Wealth Managementcopiawealthmanagement.comHQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 5 contacts → |
“Copia Wealth Management is a financial services company based out of Bend, Oregon.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mackeson Advisorymackesonadvisory.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 4 contacts → |
“Mackeson Advisory is an independent firm that empowers individuals and families to align their investment strategy with their personal values.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bend Wealth Advisorsbendwealth.comHQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 4 contacts → |
“You lead a busy life, but you know that putting your financial future on the back burner is not in your best interest.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  True Wealth Groupmytruewealthgroup.comHQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 4 contacts → |
“Our firm was built for and around our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Rosell Wealth Managementrosellwealthmanagement.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 3 contacts → |
“Rosell Wealth Management is an independent financial planning practice founded in Bend, Oregon in 2001.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Axia Wealth Management, INCaxiawealth.comHQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 3 contacts → |
“Axia Wealth Management is a firm built around our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Invera Wealth Advisorsinverawealthadvisors.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 3 contacts → |
“There are many aspects to wealth management, and while managing investments is certainly an integral area, it is just one.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Eagle Wealth Managementmyeaglewealth.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 3 contacts → |
“Ever feel a little lost on your path to financial freedom?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Miller Ferrari Wealth Managementmillerferrari.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 3 contacts → |
“We are an independent financial planning firm that takes a team approach, utilizing subject matter experts for Financial Planning, Tax, Legal, Money Management and Insurance to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Klein Investment Strategies, LLCkleininvestmentstrategies.com HQ: Bend, OR, United StatesReported employees: 11-50 | Bend, OR, United States | 11-50 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Sherpa Wealth Strategies, LLCsherpawealthstrategies.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 2 contacts → |
“Sherpa Wealth Strategie is a comprehensive financial services firm in Bend, Oregon committed to helping you improve your long-term financial success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Crosswaters Wealth Managementcrosswaterswm.comHQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 2 contacts → |
“Crosswaters Wealth Management was founded in 2021 by Eric White, who’d been a successful wealth advisor for nearly three decades, working for an industry leading financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  G. Pollack Financialgpollackfinancial.comHQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 2 contacts → |
“At G.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ASI Wealth Managementasiwealthmanagement.com HQ: Bend, OR, United StatesReported employees: 11-50 | Bend, OR, United States | 11-50 | Exact match | 2 contacts → |
“ASI is a wealth management firm providing personal wealth management and institutional consulting throughout the Pacific Northwest.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MCS Family Wealth Advisorsmcsfamilywealth.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 2 contacts → |
“The mission of MCS Family Wealth Advisors: Transform Money from a Source of Worry to a Resource for Fulfillment.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Zivney Financial Group, LLCzivneyfinancialgroup.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  Gray Wealth Strategiesgraywealthstrategies.comHQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 1 contacts → |
“I love the opportunity to bring confidence and clarity to those in retirement or approaching retirement so that they can have the time to live their best days of financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Green Tree Wealth INCgreentreewealth.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 1 contacts → |
“Green Tree Wealth is an independent financial planning firm in Bend, Oregon.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 25 company matches
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Family office advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
25 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Bend, so it is reported there. Company counts and contact totals on this page are exact for Bend, over 25 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office advisors by metro in the United States
- Family office advisors in New York539
- Family office advisors in Dallas241
- Family office advisors in Atlanta235
- Family office advisors in Houston223
- Family office advisors in Chicago211
- Family office advisors in Miami185
- Family office advisors in San Diego185
- Family office advisors in Austin167
- Family office advisors in Scottsdale160
- Family office advisors in Charlotte152
- Family office advisors in San Francisco149
- Family office advisors in Los Angeles144
- Family office advisors in Boston143
- Family office advisors in Denver143
- Family office advisors in Tampa121
- Family office advisors in Cincinnati105
- Family office advisors in Portland95
- Family office advisors in Indianapolis90
- Family office advisors in Phoenix90
- Family office advisors in Newport Beach89
- Family office advisors in Overland Park89
- Family office advisors in Irvine87
- Family office advisors in Seattle85
- Family office advisors in Raleigh84
- Family office advisors in Columbus82
- Family office advisors in Boca Raton81
- Family office advisors in Minneapolis81
- Family office advisors in Bellevue78
- Family office advisors in Birmingham78
- Family office advisors in San Antonio78
- Family office advisors in Omaha73
- Family office advisors in Columbia71
- Family office advisors in Pittsburgh70
- Family office advisors in Fort Worth69
- Family office advisors in Grand Rapids67
- Family office advisors in Greenville64
- Family office advisors in St. Louis64
- Family office advisors in Rochester63
- Family office advisors in Las Vegas62
- Family office advisors in Louisville62
- Family office advisors in Sarasota62
- Family office advisors in Wilmington61
- Family office advisors in Colorado Springs60
- Family office advisors in Jacksonville60
- Family office advisors in Salt Lake City60
- Family office advisors in Nashville57
- Family office advisors in Cleveland56
- Family office advisors in Greenwood Village56
- Family office advisors in Richmond56
- Family office advisors in Washington56
- Family office advisors in Orlando55
- Family office advisors in Madison54
- Family office advisors in Fort Lauderdale53
- Family office advisors in Pasadena53
- Family office advisors in Walnut Creek51
- Family office advisors in Coral Gables50
- Family office advisors in Memphis50
- Family office advisors in Naples50
- Family office advisors in Plano50
- Family office advisors in Springfield50
- Family office advisors in Lexington49
- Family office advisors in Tulsa49
- Family office advisors in Troy46
- Family office advisors in Charleston42
- Family office advisors in Franklin42
- Family office advisors in Philadelphia42
- Family office advisors in Oklahoma City41
- Family office advisors in Alpharetta40
- Family office advisors in Frisco40
- Family office advisors in Baton Rouge39
- Family office advisors in Tucson39
- Family office advisors in Bloomington38
- Family office advisors in Beverly Hills37
- Family office advisors in Lake Oswego37
- Family office advisors in Melville37
- Family office advisors in The Woodlands37
- Family office advisors in Westlake Village37
- Family office advisors in Brentwood36
- Family office advisors in Fort Collins36
- Family office advisors in Greensboro36
- Family office advisors in Mclean36
- Family office advisors in Santa Barbara36
- Family office advisors in Bethesda35
- Family office advisors in Buffalo35
- Family office advisors in Kansas City35
- Family office advisors in San Jose35
- Family office advisors in Virginia Beach34
- Family office advisors in Knoxville33
- Family office advisors in Woodbury32
- Family office advisors in Chattanooga31
- Family office advisors in Fort Wayne31
- Family office advisors in Minnetonka31
- Family office advisors in Westport31
- Family office advisors in Boulder30
- Family office advisors in Lafayette30
- Family office advisors in Reston30
- Family office advisors in Roseville30
- Family office advisors in West Des Moines30
- Family office advisors in Englewood29
- Family office advisors in Jackson29
- Family office advisors in Lincoln29
- Family office advisors in West Chester29
- Family office advisors in Wichita29
- Family office advisors in Alexandria28
- Family office advisors in Ann Arbor28
- Family office advisors in Little Rock28
- Family office advisors in Red Bank28
- Family office advisors in Sacramento28
- Family office advisors in Stamford28
- Family office advisors in Bloomfield Hills27
- Family office advisors in Princeton27
- Family office advisors in Reno27
- Family office advisors in Rockville27
- Family office advisors in Tempe27
- Family office advisors in Wayne27
- Family office advisors in West Palm Beach27
- Family office advisors in Annapolis26
- Family office advisors in Boise26
- Family office advisors in Carlsbad26
- Family office advisors in Chesterfield26
- Family office advisors in Edina26
- Family office advisors in Marietta26
- Family office advisors in Pittsford26
- Family office advisors in San Ramon26
- Family office advisors in Albany25
- Family office advisors in Arlington25
- Family office advisors in Lancaster25
- Family office advisors in Littleton25
- Family office advisors in Naperville25
- Family office advisors in Northbrook25
Questions about this company list
What does Exact match mean for family office advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office advisors did RevenueBase find based in Bend, United States?
The saved snapshot records 25 matching company records, 60 tracked contacts and 32 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 18 family office advisors based in Bend, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/bend.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
Company intelligence · public preview
Top 18 family office advisors based in Bend, United States
RevenueBase records 25 matching company records for family office advisors based in Bend, United States, with 60 tracked contacts and 32 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 family office advisors based in Bend, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Copia Wealth Managementcopiawealthmanagement.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 5 contacts → |
“Copia Wealth Management is a financial services company based out of Bend, Oregon.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mackeson Advisorymackesonadvisory.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 4 contacts → |
“Mackeson Advisory is an independent firm that empowers individuals and families to align their investment strategy with their personal values.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bend Wealth Advisorsbendwealth.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 4 contacts → |
“You lead a busy life, but you know that putting your financial future on the back burner is not in your best interest.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | True Wealth Groupmytruewealthgroup.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 4 contacts → |
“Our firm was built for and around our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Rosell Wealth Managementrosellwealthmanagement.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 3 contacts → |
“Rosell Wealth Management is an independent financial planning practice founded in Bend, Oregon in 2001.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Axia Wealth Management, INCaxiawealth.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 3 contacts → |
“Axia Wealth Management is a firm built around our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Invera Wealth Advisorsinverawealthadvisors.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 3 contacts → |
“There are many aspects to wealth management, and while managing investments is certainly an integral area, it is just one.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Eagle Wealth Managementmyeaglewealth.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 3 contacts → |
“Ever feel a little lost on your path to financial freedom?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Miller Ferrari Wealth Managementmillerferrari.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 3 contacts → |
“We are an independent financial planning firm that takes a team approach, utilizing subject matter experts for Financial Planning, Tax, Legal, Money Management and Insurance to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Klein Investment Strategies, LLCkleininvestmentstrategies.com HQ: Bend, OR, United StatesReported employees: 11-50 | Bend, OR, United States | 11-50 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Sherpa Wealth Strategies, LLCsherpawealthstrategies.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 2 contacts → |
“Sherpa Wealth Strategie is a comprehensive financial services firm in Bend, Oregon committed to helping you improve your long-term financial success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Crosswaters Wealth Managementcrosswaterswm.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 2 contacts → |
“Crosswaters Wealth Management was founded in 2021 by Eric White, who’d been a successful wealth advisor for nearly three decades, working for an industry leading financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | G. Pollack Financialgpollackfinancial.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 2 contacts → |
“At G.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ASI Wealth Managementasiwealthmanagement.com HQ: Bend, OR, United StatesReported employees: 11-50 | Bend, OR, United States | 11-50 | Exact match | 2 contacts → |
“ASI is a wealth management firm providing personal wealth management and institutional consulting throughout the Pacific Northwest.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MCS Family Wealth Advisorsmcsfamilywealth.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 2 contacts → |
“The mission of MCS Family Wealth Advisors: Transform Money from a Source of Worry to a Resource for Fulfillment.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Zivney Financial Group, LLCzivneyfinancialgroup.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Gray Wealth Strategiesgraywealthstrategies.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 1 contacts → |
“I love the opportunity to bring confidence and clarity to those in retirement or approaching retirement so that they can have the time to live their best days of financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Green Tree Wealth INCgreentreewealth.com HQ: Bend, OR, United StatesReported employees: 1-10 | Bend, OR, United States | 1-10 | Exact match | 1 contacts → |
“Green Tree Wealth is an independent financial planning firm in Bend, Oregon.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 25 company matches
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Family office advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
25 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Bend, so it is reported there. Company counts and contact totals on this page are exact for Bend, over 25 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office advisors by metro in the United States
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- Family office advisors in Chicago211
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- Family office advisors in Scottsdale160
- Family office advisors in Charlotte152
- Family office advisors in San Francisco149
- Family office advisors in Los Angeles144
- Family office advisors in Boston143
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- Family office advisors in Tampa121
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- Family office advisors in Portland95
- Family office advisors in Indianapolis90
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- Family office advisors in Seattle85
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- Family office advisors in Brentwood36
- Family office advisors in Fort Collins36
- Family office advisors in Greensboro36
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- Family office advisors in Santa Barbara36
- Family office advisors in Bethesda35
- Family office advisors in Buffalo35
- Family office advisors in Kansas City35
- Family office advisors in San Jose35
- Family office advisors in Virginia Beach34
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- Family office advisors in Reston30
- Family office advisors in Roseville30
- Family office advisors in West Des Moines30
- Family office advisors in Englewood29
- Family office advisors in Jackson29
- Family office advisors in Lincoln29
- Family office advisors in West Chester29
- Family office advisors in Wichita29
- Family office advisors in Alexandria28
- Family office advisors in Ann Arbor28
- Family office advisors in Little Rock28
- Family office advisors in Red Bank28
- Family office advisors in Sacramento28
- Family office advisors in Stamford28
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- Family office advisors in Reno27
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- Family office advisors in Pittsford26
- Family office advisors in San Ramon26
- Family office advisors in Albany25
- Family office advisors in Arlington25
- Family office advisors in Lancaster25
- Family office advisors in Littleton25
- Family office advisors in Naperville25
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Questions about this company list
What does Exact match mean for family office advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office advisors did RevenueBase find based in Bend, United States?
The saved snapshot records 25 matching company records, 60 tracked contacts and 32 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 18 family office advisors based in Bend, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/bend.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia