Ferguson Wellman Ranked a “Top RIA” by Financial Advisor
July 12, 2016 – Ferguson Wellman Capital Management has been named by Financial Advisor magazine as a top investment company.
Financial Advisor named Ferguson Wellman 45 out of 205 U.S. firms in the $1 billion-and-over asset category of their registered investment adviser (RIA) rankings. Ferguson Wellman is the highest-ranked firm headquartered in Oregon. The listing is created by tracking independent investment firms registered with the SEC and ranks the companies according to their assets under management. All firms must provide financial planning services to individual clients in order to be considered for the list.
“We are honored to be recognized as one of the top managers by Financial Advisor. We believe it is a testament to how we have strategically grown our business. With a focus on investment excellence combined with a service model designed to truly build lifelong relationships with our clients we attribute that combination to our growth,” said Mark Kralj, principal.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment adviser, established in the Pacific Northwest. As of 2016, the firm manages over $4 billion for more than 740 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $3 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $750,000. (data as of January 2016).
Methodology and Disclosure from Financial Advisor:
To be eligible for the Financial Advisor Magazine RIA ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC. They firms considered must provide financial planning and related services to individual clients. Firms were measured and ranked by their growth in assets under management to determine the Top 50 Fastest Growing