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Fidelon
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Market Standing · 2026
The most transparent firms in Bend.
48 scored firmsTop 3 recognizedfidelon.com/markets/bend-or
1IA-only—91Arank within Top 3; below the 80 standard
2IA-only$14.7M91ARecognized · Top 3
3IA-only—91Arank within Top 3; below the 80 standard
4IA-only$21M90.7A—
5IA-only—90.2A—
6IA-only—90A—
7IA-only$243M89.4A—
8IA-only$158M89.4A—
9IA-only$151M89.3A—
10
Teak Financial
CRD 299960
IA-only—89.2A—
11
2260 West
CRD 310460
IA-only$76.2M89.2A—
12
Vivifi Planning
CRD 299713
IA-only$10.5M88.8A—
13IA-only$1.4B88.5A—
14IA-only$8.3M88.3A—
15
Smithbrook
CRD 313679
IA-only$91.2M88.2A—
16IA-only$91M88.1A—
17IA-only$17.5M87.8B+—
18IA-only$74.7M87.7B+—
19IA-only$6.5M87.4B+—
20IA-only—87.1B+—
21IA-only$148M87B+—
22IA-only$5.7M87B+—
23IA-only$16.2M87B+—
24IA-only$102M86.8B+—
25IA-only$244M86.1B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.