Ferguson Wellman Capital Management was listed 73 out of 100 in the U.S. on Barron’s* annual “2023 Top 100 RIA Firms” list and in The Wall Street Journal.* Ferguson Wellman is the only registered investment advisory (RIA) firm 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 about the company’s practice and that information is then 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 and director of the firm. “These accolades are very gratifying but the real honor is in serving our clients and working to earn their trust and confidence every single day.”
The "Top 100 RIA Firms" rankings list measures the growth of advisors’ practices and client satisfaction and retention. 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, the firms’ demonstrated efforts towards diversity, equity and inclusion, 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 2023 Top 100 RIA Firms. In 2023, there were 15,566 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 .0064% of all firms.