PORTLAND, Ore. – January 3, 2017 – Ferguson Wellman Capital Management was recently informed that the firm was named by Financial Planning to their “Top 150 Registered Investment Advisers Firms.” Specifically, the firm was named 11 on their list of “Top 20 Firms.”
The Financial Planning list has strict requirements and this year they aimed to capture firms that only provide true, holistic financial advice to individual clients and therefore only considered firms with more than 50 percent individual clients. The magazine excluded firms that take commission, have registered representatives or are owned by big stakeholders. This year they aimed to remove firms that sell commission-generating investments, such as annuities. The rankings were compiled by Discovery Data based on discretionary and nondiscretionary assets under management as listed on SEC Form ADV as of November 2016.
“Everyone at Ferguson Wellman is very gratified by our recent acknowledgement in Financial Planning. We appreciate being mentioned alongside our peers, but what is paramount to everyone at our firm is the trusting relationship that we continually earn with each client we serve,” said James H. Rudd, principal and chief executive officer.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment adviser that serves over 760 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 $4.5 billion that comprises 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 12/31/16 data.
Methodology and Disclosure:
Rankings compiled by data from Form ADV filings as of November 2016, less broker-dealer and insurance company affiliated advisers.