Ferguson Wellman Capital Management was recently named by Financial Advisor to their “2019 RIA Survey and Ranking.” The firm was listed at 47 of 507 companies.
According to their methodology, the firms eligible needed to be confirmed independent registered investment advisors (RIAs) and file their own ADV statement with the Securities and Exchange Commission. Next, the firms in question needed to have at least $100 million in assets under management as of December 31, 2018. Corporate RIAs (broker-dealers) and investment advisor representatives were not eligible for the survey.
“It is flattering to be recognized as one of the 50 largest independent registered investment advisers in the country. Our growth has been slow and steady over the 40-year history of our firm, but it would not be possible without the vision of our founders and the generous loyalty of our clients,” said Steve Holwerda, CFA, managing director.
Founded in 1975, Ferguson Wellman Capital Management is a privately-owned registered investment advisory firm, established in the Pacific Northwest. The firm manages over $5.5 billion for more than 830 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 June 30, 2019).
Methodology and Disclosure from Financial Advisor:
Financial Times produced this list by gathering data from filed ADV forms with the Securities and Exchange Commission. Next, they determined if the firms provided financial planning and related services to individual clients. The firms must have had at least $100 million in assets under management as of December 31, 2018 to be included in the print edition of Financial Advisor Magazine. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. 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. The rating category is Top Registered Investment Advisors. The number of RIAs registered with the SEC with more than $100 million in assets under management as of December 31, 2018 is 7,604 and the percentage of advisers that received the rating of top RIAs by Financial Advisor was 14.9 percent. The rating is not representative of any one client’s experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.