Ferguson Wellman Capital Management is pleased to announce that the firm has been named by Forbes Magazine as a top investment company. Specifically, Forbes named Ferguson Wellman Capital Management 40th in the “RIA Giants” category of the Top Fifty Wealth Managers list. The data for the rankings is provided by RIA Database and is based on the total discretionary assets under management.
“While it is always gratifying to be ranked highly among your peers – what is most meaningful to us is earning the trust and confidence of our clients. We work hard at doing that every day,” said Jim Rudd, chief executive officer.
Methodology RIA Database compiled the Top Advisor lists using data as reported March 31, 2013. The Top Advisor list ranked RIAs (registered investment advisors) based on total assets under management. The Growth list ranked RIAs (registered investment advisors) based on their growth in total assets under management as reported March 31, 2011 through March 31, 2013. The Emerging Advisors list ranked RIAs (registered investment advisors) under $500 million in total assets under management based on growth in total assets under management as reported March 31, 2011 through March 31, 2013. Advisors qualified based on quantitative and qualitative factors. RIAs (registered investment advisors) qualified for the list if at least 50% of their clients include high net worth and/or non-high net worth individuals and conduct wealth management services including portfolio management services, asset allocation, manager selection and/or financial planning services. Firms that were dually registered with FINRA as a broker/dealer and firms where their primary business includes managing hedge funds or mutual funds were excluded. Firms affiliated with banks or broker/dealers were included. Firms with no or unreported assets under management as of March 31, 2011 were excluded from the lists.