Company lists · Data refreshed September 2026

Top 21 Personal financial accounting firms based in Bend, United States

RevenueBase identified 30 personal financial accounting firms headquartered in Bend, United States as of September 2026 and tracks 105 professional contacts across them, including 39 with verified work emails. Across the United States, New York is the largest hub for this category (434 companies); Bend has 30.

This list covers personal financial accounting firms headquartered in Bend, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
30Companies
105Contacts tracked
39Verified emails
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The 21 largest personal financial accounting firms based in Bend, United States

Ranked by team size
Top 21 of 30 personal financial accounting firms based in Bend, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceBend, OR, United StatesHQ checked Sep 29, 20261-105 contacts →

Strong evidence

“Riley Wigle CPA’s is committed to providing accounting, tax, financial reporting, and consulting services with a level of client service that distinguishes us from our competition.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Copia Wealth Management is a financial services company based out of Bend, Oregon.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Mackeson Advisory is an independent firm that empowers individuals and families to align their investment strategy with their personal values.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“You lead a busy life, but you know that putting your financial future on the back burner is not in your best interest.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceBend, OR, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Our firm was built for and around our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Rosell Wealth Management is an independent financial planning practice founded in Bend, Oregon in 2001.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceBend, OR, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Axia Wealth Management is a firm built around our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Our mission is to make tax and accounting understandable through CLEAR and concise communication.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Ever feel a little lost on your path to financial freedom?”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceBend, OR, United StatesHQ checked Sep 29, 202611-502 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Sherpa Wealth Strategie is a comprehensive financial services firm in Bend, Oregon committed to helping you improve your long-term financial success.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceBend, OR, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“At G.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceBend, OR, United StatesHQ checked Sep 29, 202651-2001 contacts →

Partial evidence

“Capstone CPAs is a leading integrated accounting firm in the Pacific Northwest offering a wide array of services to small and large clients alike.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceBend, OR, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Serving the accounting needs of individuals and businesses throughout Central Oregon and Bend.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceBend, OR, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
19Strong evidenceBend, OR, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“At Catalyst Accounting, we provide trusted, comprehensive financial services to help businesses grow with confidence.”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceBend, OR, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“At Tyler Accounting LLP we pride ourselves on our ability to provide our services in a professional yet personal way.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceBend, OR, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Hanson & Co.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 21 of 30 personal financial accounting firms based in Bend, United States

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Personal financial accounting firms based in Bend, United States at a glance

As of Sep 29, 2026
37.1%Verified-email coverage
3.5Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
3
51-200
2

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 30 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among personal financial accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Bend, United States whose own description of what they do matches “personal financial accounting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names personal financial accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among personal financial accounting firms, and records with no verified work email. Companies headquartered outside Bend are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 39 across the full list. 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 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Personal financial accounting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personal financial accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many personal financial accounting firms are there based in Bend, United States?

RevenueBase identified 30 personal financial accounting firms headquartered in Bend, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Riley Wigle Cpas, LLC, headquartered in Bend, tops this list with the largest team on record.

Which city in the United States has the most personal financial accounting firms?

New York leads the United States with 434 headquartered companies, followed by Houston (290) and Atlanta (244). Bend has 30.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 39 verified decision-maker contacts tracked across these 30 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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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 Smart Search, 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.