Date of List Release: September 20, 2021

Ferguson Wellman Capital Management was recently named to Barron’s Top RIA Firms 2021.

Barron’s Top 100 RIA Firms 2021 rankings listed Ferguson Wellman at 60 out of 100 in the nation and was the only advisory firm to be recognized from Oregon. To be considered for this exclusive list advisory firms had to complete a 102-question survey that was then verified with data from regulatory databases and then Barron’s added their proprietary formula featuring three categories of calculations: (1) assets under management, (2) revenue and (3) quality of practice. While the publication is attentive to the measurement of growth of advisors’ practices and client satisfaction and retention, Barron’s now also considers a wider range of nuanced qualitative aspects such as the experience of advisors, advanced degrees and designations held by advisors and the size, shape and diversity of staff, the companies’ commitment to philanthropy and charitable work, and lastly, their compliance records.

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 2021. In 2021, there were 14,544 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 .68 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.

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