Ferguson Wellman Capital Management and West Bearing Investments were recently named by Puget Sound Business Journal to their Seattle-area Wealth and Asset Management Firms list.

The selection was made by assets under management in Washington as of May 31, 2023, and Ferguson Wellman was listed 26 of the 30 wealth managers. While Ferguson Wellman and West Bearing manage more than $7.4 billion in total, the ranking was exclusively related to Washington assets of over $273 million.

“We are glad to be recognized on this prestigious list,” said Steve Holwerda, CFA, managing director. “The Puget Sound community has been an important area for us for many years and we look forward to continued growth throughout Washington.”

Methodology and Disclosures:

Puget Sound Business Journal produced the 2023 Seattle-area Wealth and Asset Management Firms list by ranking the companies according to Washington assets under management. The research and ranking were gathered and distributed by Puget Sound Business Journal. Ferguson Wellman and West Bearing (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 Seattle-area wealth and asset management firms. The number of firms given the opportunity to participate was 60, the number of companies making the list was 30, a percentage of 50%. 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.