Ferguson Wellman was recently named to Barron’s Top 100 RIA Firms 2020 rankings, listed at 53 out of 100 in the nation. Ferguson Wellman was the only firm recognized from Oregon. This year, Barron’s included new metrics around firms’ investments in technology, staff diversity and succession planning as well as the traditional measures of assets under management, company growth, client retention and breadth of financial services. Barron’s then verified the data and applied their rankings formula to generate the overall rankings based on assets, revenue, and quality of practice.

Disclosures:

We, Ferguson Wellman, have included the criteria of which the rating is based. We are not aware of any facts that would call into question the validity of the ranking. We do not view this advertisement as inappropriate. We are not aware of any unfavorable rating of the firm. The ranking was determined by Barron's weighing dozens of qualitative and quantitative components, including assets managed, the size and experience of teams and the regulatory records of the advisors and firms who wish to be ranked. We do not know how many firms ultimately chose to participate. The rating category is Top 100 RIA Firms 2020. In 2019, there were 12,993 registered investment advisors in existence in the U.S., but only firms that submitted the survey data were considered. Only 100 RIAs were chosen for this ranking, and the percentage of RIAs that received the ranking was .7 percent of all firms. The rating may not be representative of any one client’s experience. The rating is not indicative of Ferguson Wellman’s future performance. The ranking was created and conducted by Barron’s and Ferguson Wellman did not pay a fee to participate.