Awards and Rankings

Barron’s Top 100 RIA Firms

Our firm was listed at 62 of 100 companies and the data compiled by Barron’s was based on time-period from July 1, 2023 - June 30, 2024.

Awards and Rankings Disclosures: Ferguson Wellman and West Bearing were named by the following companies: CNBC to their 2024 “Financial Advisor 100” ranking. The firm was listed at 10 of 100 companies. Source: CNBC (awarded 10/2/2024). Data compiled by CNBC based on time period from 4/1/2023-3/31/2024. Barron’s to their 2024 “Top 100 RIA Firms” ranking. The firm was listed at 62 of 100 companies. Source: Barron’s (awarded 9/13/2024). Data compiled by Barron’s based on time period from 7/1/2023-6/30/2024.

Forbes to their 2024 “Top RIA Firms” ranking. The firm was listed at 46 of 250 companies. In partnership with SHOOK, Forbes received 46,212 nominations, invited 25,103 to complete an online survey, performed 21,417 telephone interviews, 5,246 in-person interviews and 1,545 virtual interviews. SHOOK Research pre-determines “minimum thresholds and acceptable compliance records.” Basic requirements can be found at https://www.forbes.com/sites/rjshook/2024/10/08/methodology-americas-top-ria-firms-2024/

Oregon Business produced the 2025 Financial Planners Powerlist list by ranking the companies according to Oregon assets under management as of December 31, 2024. The research and ranking were gathered and distributed by Oregon Business. Ferguson Wellman (the firm) is not aware of any facts that would call into question the validity of the ranking. The firm does not believe this advertisement is inappropriate and is not aware of any unfavorable rating towards the firm. The rating category is financial planners in Oregon. The number of firms that responded to the survey was 10. The rating is not representative of any one client’s experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey. These rankings may not be representative of any one client’s experience, are not endorsements and are not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate, but the firm may pay a licensing fee to use their corporate logos on marketing materials.

Portland Business Journal to their 2024 Oregon’s Most Admired Companies list. The firm was ranked three out of 10 in the financial services category. The publication sent surveys to more than 2,500 business leaders in Oregon and Southwest Washington, asking them to select three companies they most admired in 10 industries. Some 250+ leaders responded to the survey. Companies eligible for consideration were not limited to those based in Oregon and Southwest Washington, but included any business with a substantial presence in the region. Respondents identified their first-, second-, and third-place choices in each category. Points were tabulated by scoring first place with three points, second place with two points and third place with one point.

Portland Business Journal to their 2024 Corporate Philanthropy list. The firm was ranked four out of 21 in the medium-sized category with $10-50 million in annual revenue. Consideration includes annual companywide revenue ranges, then total monetary, in-kind and volunteer contributions 1/1/–12/31/2023.

Ferguson Wellman is not aware of any facts that would call into question the validity of these rankings. The ratings may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of Ferguson Wellman clients. The ratings are not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in the surveys but has paid a licensing fee for use of the logos after the rankings were announced. Please see our website for additional disclosures and information on rankings methodology— www.fergusonwellman.com. References to specific securities are provided for illustrative purposes only and not as an endorsement or offer to buy or sell such securities or investment products.