PORTLAND, Ore. - Ferguson Wellman Capital Management was listed 75 out of 100 in the U.S. on Barron’s* annual “2022 Top 100 RIA Firms,” which was also published in The Wall Street Journal.* Ferguson Wellman is the only registered investment advisory (RIA) firm on the list recognized in Oregon. Ferguson Wellman also has an office in Bellevue, Washington.
To be considered for the “Top 100 RIA Firms” list, companies must complete a 102-question survey that is verified with data from regulatory databases. Barron’s rankings include a proprietary formula featuring three categories of calculations: (1) assets under management, (2) revenue and (3) quality of practice. Ferguson Wellman’s assets under management listed in the rankings included its division, West Bearing Investments.
“We appreciate being recognized by Barron’s as a top RIA,” said George Hosfield, CFA, chief investment officer for Ferguson Wellman. “Qualitative and quantitative measurements, such as the ones Barron’s use, help our team strive to grow and enhance our services for clients.”
Ferguson Wellman’s newest offering, Octavia Group, provides private family-office solutions for clients with assets starting at $5 million, and the minimum will increase to $10 million in January of 2023. In addition to the firm’s investment and wealth management offerings, Octavia Group’s services range from technology support and expense management to enhancing collaboration with clients’ tax professionals and estate planning attorneys.
The "Top 100 RIA Firms" rankings list measures the growth of advisors’ practices and client satisfaction and retention. This year, the ranking also considers a broader range of nuanced qualitative aspects, such as the types of assets managed, experiences of advisors, advanced degrees and designations held by advisors, the size, shape and diversity of staff, the companies’ commitment to philanthropy and charitable work, and lastly, their compliance records.
*Barron’s and The Wall Street Journal are owned by the Dow Jones & Company, L.P.
Disclosures:
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements, spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client’s experience, is not an endorsement, and 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.
We, Ferguson Wellman, have included the criteria on 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 by Barron’s. 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 2022 Top 100 RIA Firms. In 2022, there were 15,362 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 .65% of all firms.
About Ferguson Wellman Capital Management
Founded in 1975, Ferguson Wellman is a privately owned registered investment adviser, established in the Pacific Northwest. As of June 30, 2022 the firm manages $6.9 billion for 928 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and foundation and endowments with portfolios of $4 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $1 million. In 2020, Ferguson Wellman created Octavia Group, a private family office for clients.