Ferguson Wellman Capital Management was recently named by Financial Advisor to their “2019 RIA Survey and Ranking.” The firm was listed at 47 of 507 companies.
Financial Advisor Names Ferguson Wellman to 2019 RIA Ranking
The Need for a POA Starts at 18
Mark Kralj shares a piece by Financial Advisor magazine regarding the need for a power of attorney at the age of 18.
Ferguson Wellman Ranked a “Top RIA” by Financial Advisor
Ferguson Wellman Capital Management has been named by Financial Advisor magazine as a top investment company. Financial Advisor named Ferguson Wellman 55 out of 214 U.S. firms in the $1 billion-and-over asset category of their registered investment adviser (RIA) rankings. Ferguson Wellman is the highest-ranked firm headquartered in Oregon. The listing is created by tracking independent investment firms registered with the SEC and ranks companies according to their assets under management as reported in their ADV forms. All firms must provide financial planning services to individual clients in order to be considered for the list.