MY LEGACY ADVISORS, LLC - Financial Advisor in Oregon, Bend

Tel: 541-330-0220 35 Nw Hawthorne Ave Bend, Oregon 97703

About MY LEGACY ADVISORS, LLC

MY LEGACY ADVISORS, LLC is a Bend, Oregon based financial advisory firm with nearly $374,091,174 in assets under management and provides investment advisory services for 445 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

290675

Firm SEC#:

801-112049

Assets Under Management:

$374,091,174

No. of Clients:

445

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Oregon?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Oregon, Bend

FirmCRD#:108138

SEC#:801-55026

No. of Advisors:15

No. of Clients:418

AUM:$1,728,004,990

FirmCRD#:290694

SEC#:801-112288

No. of Advisors:18

No. of Clients:2682

AUM:$1,078,423,597

FirmCRD#:158455

SEC#:801-72636

No. of Advisors:6

No. of Clients:1741

AUM:$533,960,987

FirmCRD#:131423

SEC#:801-63211

No. of Advisors:7

No. of Clients:1094

AUM:$391,477,045

FirmCRD#:139891

SEC#:801-110935

No. of Advisors:6

No. of Clients:1

AUM:$347,828,196

FirmCRD#:171473

SEC#:801-118748

No. of Advisors:8

No. of Clients:1733

AUM:$241,169,331

FirmCRD#:128097

SEC#:801-66144

No. of Advisors:4

No. of Clients:713

AUM:$204,552,225

FirmCRD#:281873

SEC#:801-131499

No. of Advisors:5

No. of Clients:757

AUM:$122,808,687

FirmCRD#:332426

SEC#:801-130948

No. of Advisors:2

No. of Clients:449

AUM:$108,334,322

FirmCRD#:146253

SEC#:801-123347

No. of Advisors:2

No. of Clients:156

AUM:$94,117,398

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ASI WEALTH MANAGEMENT & CONSULTING SERVICES

108138

801-55026

418

$1,728,004,990

JGP WEALTH MANAGEMENT, LLC

290694

801-112288

2682

$1,078,423,597

NORTHWEST QUADRANT WEALTH MANAGEMENT

158455

801-72636

1741

$533,960,987

ASCENT CAPITAL

131423

801-63211

1094

$391,477,045

STONEPINE CAPITAL MANAGEMENT, LLC

139891

801-110935

$347,828,196

ELEVATION CAPITAL ADVISORY

171473

801-118748

1733

$241,169,331

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

128097

801-66144

713

$204,552,225

COPIA WEALTH MANAGEMENT

281873

801-131499

757

$122,808,687

TRUE WEALTH GROUP

332426

801-130948

449

$108,334,322

SUNDOWNER CAPITAL MANAGEMENT LLC

146253

801-123347

156

$94,117,398