Ferguson Wellman Named to Worth's Top RIA Firms List for 2026

PORTLAND, Ore. — Ferguson Wellman Capital Management was named to Worth's Top RIA Firms 2026 list on July 13, 2026, a national recognition highlighting registered investment advisory firms serving high-net-worth individuals and families.

We believe our longstanding commitment to providing independent, fiduciary investment management and comprehensive wealth planning tailored to each client's unique financial objectives. Since its founding in 1975, the firm has focused on combining disciplined portfolio management with personalized advice, helping clients navigate changing markets while aligning investment strategies with long-term goals.

Many of the individuals featured by Worth are business owners, corporate executives, entrepreneurs and philanthropic leaders whose financial lives require coordinated investment management and long-term planning. Ferguson Wellman's approach is built around those same complexities, combining active investment management with wealth planning to help clients make informed decisions throughout changing markets and life stages.

"Our responsibility is to provide thoughtful advice that helps clients make informed financial decisions over the long term," said Ralph Cole, CFA, principal. "We view this distinction as a reflection of the depth of our investment expertise, the strength of our advisory team and the enduring relationships we have built by putting our clients' interests first."

As an independent, employee-owned registered investment adviser, Ferguson Wellman provides investment management and wealth planning services to individuals, families, foundations and other organizations. The firm's investment philosophy emphasizes disciplined research, active portfolio management and personalized service designed to address each client's financial priorities, tax considerations and long-term legacy goals.

According to Worth, firms selected for the Top RIA Firms 2026 list met rigorous eligibility requirements, including managing more than $500 million in assets, serving predominantly high-net-worth clients and providing advice independent of broker-dealers. Worth's methodology evaluates firms based on characteristics traditionally associated with delivering objective, fiduciary advice and customized wealth management for affluent investors.

About Ferguson Wellman Capital Management

Ferguson Wellman is an employee-owned investment advisory firm founded in 1975. The firm manages $11.7 billion for 1,175 individual and institutional clients, offering customized investment portfolios and holistic wealth planning strategies starting at $4 million. Ferguson Wellman has two divisions: West Bearing Investments for clients with $1 million investable assets and a private family office, Octavia Group, for clients with assets starting at $10 million. For more information, visit fergusonwellman.com (data as of September 30, 2026).

Ferguson Wellman was recognized by:

• Worth’s “Top RIA Firms” 2026 ranking. One of 465 companies (January 1, 2025 – December 31, 2025)
• CNBC’s “Elite Advisor” 2026 ranking. One of 25 companies (April 1, 2025 – March 31, 2026)
• Barron’s “Top 100 RIA Firms” 2025 ranking. #75 of 100 companies (July 1, 2024 - June 30, 2025)
• CNBC “Financial Advisor 100” 2025 ranking. #12 of 100 companies (April 1, 2024 - March 31, 2025)
• Forbes “Top RIA Firms” 2025 ranking. #43 of 250 companies (April 1, 2024 - March 31, 2025)

Visit https://www.fergusonwellman.com/awards for our awards and rankings disclosures. These rankings may not be representative of any one client’s experience, are not endorsements and are not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate, but the firm may pay a licensing fee to use their corporate logos on marketing materials.

Disclosure

The views expressed represent the opinion of Ferguson Wellman. The views are subject to change and are not intended as a forecast or guarantee of future results. Ferguson Wellman, Octavia Group and West Bearing do not provide tax, legal, or insurance advice. This material has been prepared for general educational purposes only and not as a substitute for qualified counsel who can determine how this information applies to you. We believe the information provided is from reliable sources but should not be assumed accurate or complete.

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