Ferguson Wellman Capital Management has been named by Financial Advisor magazine as a top investment company.
Financial Advisor named Ferguson Wellman 55 out of 214 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 companies according to their assets under management as reported in their ADV forms. 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 and consistently focused on a high level of service for our clients,” said Mark Kralj, principal.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of January 1, 2017, the firm manages over $4.5 billion for more than 760 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 1, 2017).
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. The firms considered must provide financial planning and related services to individual clients. Firms were measured and ranked by their assets under management. Financial Advisor also noted their percentage of growth in assets and average assets per client.
Financial Advisor produced this list by surveying all registered investment advisors that filed their ADV with the SEC. 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. Of the firms listed in the total RIA survey and ranking by Financial Advisor, 33 percent fell into the $1 billion or more assets under management category. The rating does not involve client experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.