PORTLAND, Ore. – November 2, 2015 – Ferguson Wellman Capital Management was named by Forbes’s as a top registered investment advisory (RIA) firm in its most recent publication.
Ferguson Wellman ranked 24th on Forbes’s “Top 100 RIA Firms” list. This year’s unique ranking featured wealth management firms by their growth in assets over the last ten years, as opposed to general assets under management as several other lists are organized. The data for the rankings was provided by RIA Database with the majority of the firms accruing over more than $1 billion in assets. Ferguson Wellman is the only firm to be named in Oregon and one of four firms listed from the Pacific Northwest.
“What motivates all of us at Ferguson Wellman every day is striving to take care of the financial needs of our clients. This recognition from Forbes is evidence that if we work diligently to meet that goal, families stay with us for multiple generations. The first step toward growing is exceeding the expectations of our existing clients who then can share firsthand with family, friends and colleagues that working with Ferguson Wellman is a good investment,” said Mark J. Kralj, principal.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment adviser that serves over 700 clients with assets starting at $3 million. The firm works with individuals and institutions in 36 states with a concentration of those clients in the West. Ferguson Wellman manages more than $4 billion comprising union and corporate retirement plans; endowments and foundations; and separately managed accounts for individuals and families. In 2013, West Bearing Investments was established, a division of Ferguson Wellman, that serves clients with assets starting at $750,000. All company information listed above reflects 2015 data.
Data was ranked by growth in assets over the past ten years. To be considered for our ranking, each firm must be a registered investment advisor (RIA) with the SEC, must provide wealth management services and must serve individual clients as a primary focus. Firms managing large funds, hedge funds, broker/dealers, or having disciplinary disclosures were excluded. As the RIA market changes and grows, our sister company, RIA Database, continues to adapt its criteria to the current environment.
RIA Database has been producing the RIA rankings for several publications since 2006. RIA Channel and RIA Database are independently owned firms, and are not compensated by the media, investment banking firms, asset managers or financial advisors.