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:
Barron’s created this list and its ranking by surveying participating RIA firms. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. Rankings are “based on both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; succession planning, and more.” Barron’s  independently verifies data with regulatory databases. (July 1, 2023 – June 30, 2024). The rating category is 2024 Top 100 RIA Firms. Ferguson Wellman does not know how many firms ultimately chose to participate. In 2024, there were more than 15,000 registered investment advisors in existence in the U.S., but only firms that submitted the survey data were considered. Only 100 RIAs were chosen for this ranking. Ferguson Wellman 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 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 rating is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in the survey but has paid a licensing fee for use of the Barrons logo.

CNBC produced this list by gathering data from ADV forms filed with the Securities and Exchange Commission. Next, they used data received via survey from each firm that included assets under management, number of accounts and other proprietary weighted categorizations to refine the list and rank them from 1 to 100. (April 1, 2023 - March 31, 2024). The rating category is Financial Advisor 100 top-rated financial advisory firms of 2024. CNBC considered 40,896 advisers and the considered number of firms was then cut to 903, then to 100. Ferguson Wellman 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 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 rating is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in the survey but has paid a licensing fee for use of the CNBC logo.

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.

Portland Business Journal created this list and its ranking by surveying participating RIA firms. Participation in this ranking is by invitation only. Rankings are based on total regulatory assets under management as reported on an SEC Form ADV within Oregon and Clark/Skamania counties in Washington state. The Portland Business Journal does not independently verify data. (June 1, 2023 – May 31, 2024). The rating category is Largest Money Management Firms in Oregon & SW Washington of 2024. The Portland Business Journal considered at least 46 advisers. Ferguson Wellman does not know how many firms ultimately were invited to participate. In 2024, there were more than 15,000 registered investment advisors in existence in the U.S., but only firms that submitted the survey data were considered. Only 46 RIAs were chosen for this ranking. Ferguson Wellman 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 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 rating is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in the survey and has not paid a licensing fee for use of the Portland Business Journal logo.

Puget Sound Business Journal created this list and its ranking by surveying participating RIA firms. Participation in this ranking is by invitation only. Rankings are based on total assets under management within the “local” Puget Sound region, defined as King, Kitsap, Pierce and Snohomish counties. Respondents must operate an office within the same region. The Puget Sound Business Journal does not independently verify data. (March 1, 2024 – March 1, 2025). The rating category is Largest Wealth and Asset Management Firms in the Seattle Area of 2025. The Puget Sound Business Journal considered at least 33 advisers; it is unknown if more advisers were asked to participate but did not complete the survey. Ferguson Wellman 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 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 rating is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in the survey and has not paid a licensing fee for use of the Puget Sound Business Journal logo.

WealthManagement.com (and its WMIQ research team) created this list in partnership with “ISS MI using data from its Discovery Data MarketPro platform.” Participation in this list was limited to firms that meet the minimum eligibility requirements which are "were limited to SEC-registered investment advisory firms that provide financial planning services. They have high-net-worth individuals as more than half of their client base and manage at least $500 million in assets. WMIQ then filtered that subset of firms by several metrics, including AUM growth over five years, the ratio of employees to clients, AUM per advisor and the percentage of employees with the CFP certification, among a handful of others. Each WMIQ metric was given equal weighting and, on balance, is intended to give a clear picture of firm growth as it relates to client service and internal talent. RIA Edge 100 firms are those with impressive growth rates, the best employee-to-client ratios, the highest CFP certifications and the most efficient use of AUM-based revenue. Firms cannot apply for the list, and there is no cost to be included.” 

 The list category is 2025 RIA Edge 100 firms. In 2024, there were more than 15,000 registered investment advisors in existence in the U.S., but only firms that qualified using the methodology above were considered. Only 100 RIAs were chosen for this listing. This list is not intended “a hierarchy or ranking, nor is it a subjective “best advisor” list” per WealthManagement.com. 

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 number of firms that were included in the list was 100. 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.