Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman first in the state on their list of 11 financial planning companies. The listing was compiled based upon assets under management in Oregon.

“Being included in rankings like this is validation of the trust we have built with our clients for nearly 50 years,” said Ralph Cole, CFA, director of the firm. “We appreciate the recognition and applaud our peers’ success as well.”

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Founded in 1975, Ferguson Wellman is a privately owned registered investment advisor established in the Pacific Northwest. As of December 31, 2023, the firm manages more than $8.4 billion for 990 clients that include individuals and families, Taft-Hartley and corporate retirement plans, and foundations 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. Octavia Group provides fee-based personal financial services for Ferguson Wellman and West Bearing clients with assets starting at $10 million. Ferguson Wellman’s offices are located in Portland and Bellevue. Over the past year, Ferguson Wellman has been recognized through awards and rankings by Barron’s, CNBC/FA 100, Portland Business Journal, Puget Sound Business Journal and Oregon Business Magazine.*

*Sources: Dow Jones & Company (awarded 9/18/23, data compiled by Barron’s Advisor 6/30/22-6/30/23); CNBC and Financial Advisor (awarded 9/12/23, data compiled 1/1/22-1/1/23); Puget Sound Business Journal (awarded 6/2/23, data compiled 1/1/22-1/1/23); Portland Business Journal (awarded 12/14/23, data compiled 8/7/23-7/30/23), Oregon Business (awarded 1/1/24, data compiled 9/30/23)

Disclosures:
Oregon Business produced the 2024 Financial Planners Powerlist list by ranking the companies according to Oregon assets under management as of September 30, 2023. The research and ranking were gathered and distributed by Oregon Business. 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 financial planners in Oregon. The number of firms that responded to the survey was 11. 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.

These rankings may not be representative of any one client’s experience, are not endorsements and are not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate, but the firm did pay a licensing fee to use their corporate logos on marketing materials.