The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

10. Ferguson Wellman Capital Management

Ferguson Wellman Capital Management, based in Portland, Oregon, is ranked No. 10 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $8.7B

Years in Business: 49

Accounts Under Management: 1,005

Previous appearances on FA 100 List: 4 (No. 21 in 2023)

Principals:

Steve Holwerda, Managing Director

George Hosfield, Director & Chief Investment Officer

Ralph Cole, Director

Contact:

fergusonwellman.com

888 Southwest Fifth Avenue, Suite 1200, Portland, OR 97204

(800) 327-5765

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