PORTLAND, Ore. – October 24, 2022 – Ferguson Wellman Capital Management was recently named by Financial Planning magazine to their “RIA Leaders 2022: Top 150 Fee-Only RIA Firms” ranking. The firm was listed at 23 of 150 companies.

The survey was prepared in partnership with RIA in a Box, a compliance software and consulting firm. RIA in a Box first gathered data from Form ADV filings via the SEC’s Investment Adviser Public Disclosure database and then further culled the list by determining which firms provide financial planning to their clients. The resulting 150 firms met proprietary criteria designed by Financial Planning and represent a collective 23.3 million individual clients. Ferguson Wellman was ranked the highest of all Pacific Northwest-based firms on the list and is the highest ranked from Oregon. Financial Planning does not charge advisors any type of fee to be listed in this ranking.

“We feel privileged to be recognized by Financial Planning,” said Ralph Cole, CFA, director. “Our employees work tirelessly to provide investment excellence and lifelong relationships. We know that our focus on wealth planning and financial forecasting is an important service to our clients and their goals.”

Founded in 1975, Ferguson Wellman is a privately-owned registered investment advisory firm, established in the Pacific Northwest. The firm manages over $8.2 billion for more than 913 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $4 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $1 million. Octavia Group, Ferguson Wellman’s private family office, provides fee-based services for clients with $10 million managed by the firm. (data as of January 1, 2022).

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Methodology and Disclosure from Financial Planning:

Financial Planning produced this list in partnership with RIA in a Box and by gathering data from ADV forms filed with the Securities and Exchange Commission. Next, they determined which firms provide financial planning services to refine the list and rank them from 1 to 150. 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 RIA Leaders 2022: Top 150 Fee-Only RIA Firms. RIA in a Box considered 14,800 RIAs for the listing and then cut to 150. The percentage of advisers that received the rating of Top Fee-Only RIA Firms by Financial Planning was .01%. 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.