PORTLAND, Ore. – October 4, 2022 – Ferguson Wellman Capital Management was recently named by CNBC and Financial Advisor to their “Top 100 Financial Advisors” ranking. The firm was listed at 17 of 100 companies.

The survey was prepared in partnership with AccuPoint Solutions, and the firms considered were analyzed by their compliance record, years in business, total assets under management and number of accounts. A total of 39,818 registered investment advisers (RIA) in the AccuPoint database was then culled to a list of 904 RIAs. The remaining companies were then surveyed to collect more data, then CNBC sorted the firms by their proprietary and weighted process to arrive at the final 100 firms. CNBC and Financial Advisor do not charge advisors any type of fee to be listed in this ranking.

“We are honored to be recognized by CNBC and Financial Advisor,” said George Hosfield, CFA, chief investment officer and director of the firm. “Our employees work tirelessly to earn the trust and confidence of our clients every day and we are glad the hard work of our colleagues is recognized in our industry.”

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 Advisor:

CNBC and Financial Times produced this list by gathering data from ADV forms filed with the Securities and Exchange Commission. Next, they used data received via survey from each firm that included assets under management, number of accounts and other proprietary weighted categorization to refine the list and rank them from 1 to 100. 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 FA 100 top-rated financial advisory firms of 2022. The number of RIAs registered with the SEC as of 2022 is 39,818 and the considered number of firms was then cut to 904, then to the 100. The percentage of advisers that received the rating of top RIAs by CNBC and Financial Advisor was .025%. 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.