Company lists · Data refreshed November 2026

Top 18 Wealth management services based in Bend, United States

Name: Wealth management services based in Bend, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 29 companies tracked

RevenueBase identified 29 company matches for wealth management services associated with Bend, United States as of November 2026 and tracks 75 professional contacts across them, including 39 with verified work emails. Across the United States, New York is the largest hub for this category (664 companies); Bend has 29.

This list covers company matches for wealth management services 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 November 6, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

29Companies

75Contacts tracked

39Verified emails

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The 18 largest wealth management services based in Bend, United States

Ranked by team size

Top 18 of 29 company matches for wealth management services based in Bend, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Mackeson Advisory	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	8 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 · Nov 6, 2026 · View company records in RevenueBase
2	Copia Wealth Management	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Copia Wealth Management is a financial services company based out of Bend, Oregon.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Crosswaters Wealth Management	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	4 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 · Nov 6, 2026 · View company records in RevenueBase
4	Axiom Wealth Strategies	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Axiom Wealth Strategies exists to empower individuals and their families to build ‘true wealth’ in the broadest definition of the term.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	True Wealth Group	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Our firm was built for and around our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Bend Wealth Advisors	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	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 · Nov 6, 2026 · View company records in RevenueBase
7	Miller Ferrari Wealth Management	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	4 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 · Nov 6, 2026 · View company records in RevenueBase
8	Invera Wealth Advisors	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	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 · Nov 6, 2026 · View company records in RevenueBase
9	Axia Wealth Management, INC	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Axia Wealth Management is a firm built around our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	G. Pollack Financial	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “At G.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	ASI Wealth Management	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	11-50	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 · Nov 6, 2026 · View company records in RevenueBase
12	Zivney Financial Group, LLC	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	MCS Family Wealth Advisors	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	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 · Nov 6, 2026 · View company records in RevenueBase
14	Eagle Wealth Management	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Ever feel a little lost on your path to financial freedom?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Klein Investment Strategies, LLC	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	11-50	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Gray Wealth Strategies	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	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 · Nov 6, 2026 · View company records in RevenueBase
17	Rosell Wealth Management	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Rosell Wealth Management is an independent financial planning practice founded in Bend, Oregon in 2001.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Green Tree Wealth INC	Exact match	Bend, OR, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Green Tree Wealth is an independent financial planning firm in Bend, Oregon.” Recorded in the RevenueBase company graph · Nov 6, 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 “wealth management services”. 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 29 wealth management services based in Bend, United States

See the full list, filter by size, metro and specialty, and access 39 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management services based in Bend, United States at a glance

As of Nov 6, 2026

52.0%Verified-email coverage

2.6Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 29 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 “wealth management services” 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 39 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 November 6, 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.

Wealth management services by metro in the United States

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 “wealth management services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management services are there based in Bend, United States?

RevenueBase identified 29 company matches for wealth management services associated with Bend, United States as of November 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?

Mackeson Advisory 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 wealth management services?

New York leads the United States with 664 company records, followed by Atlanta (329) and Houston (327). Bend has 29.

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 39 professional contacts with verified work emails tracked across these 29 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 November 6, 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 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.