The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

12. Ferguson Wellman Capital Management

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Ferguson Wellman Capital Management, based in Portland, Oregon, is ranked No. 12 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $10 billion
Accounts Under Management: 1,067
Years in Business: 50

  • Accepts clients in all 50 states
  • Physical offices in Oregon and Washington
  • $1 million minimum asset threshold

Leadership and Contact Information:
Steven Holwerda, managing director
George Hosfield, chief investment officer
Ralph Cole, director

fergusonwellman.com
888 Southwest Fifth Ave., Suite 1200, Portland, OR 97204
(800) 327-5765

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