Local firm tops Forbes 100 Wealth Managers List

Ferguson-WellmanFerguson Wellman,

Ferguson Wellman Capital Management was named by Forbes Magazine as a top wealth management firm. This is the third year that Ferguson Wellman was represented on the Forbes list.

Specifically, Forbes named Ferguson Wellman 32nd on the “Top 100 Wealth Managers” list. The data for the rankings is provided by RIA Database and is based on the total discretionary assets under management by year-end 2014. Ferguson Wellman is the only firm to be named in Oregon and one of three firms listed that is located in the Pacific Northwest.

“We appreciate this recognition from Forbes,” said Jim Rudd, principal and chief executive officer. “We are fortunate to experience annual growth in assets and new clients, and we appreciate the work of everyone in our company who is focused on seeking investment excellence and earning lifelong relationships.”

Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment adviser that serves over 700 clients with assets starting at $3 million. The firm works with individuals and institutions in 36 states with a concentration of those clients in the West. Ferguson Wellman manages $4.3 billion comprising union and corporate retirement plans; endowments and foundations; and separately managed accounts for individuals and families. In 2013, West Bearing Investments was established, a division of Ferguson Wellman, that serves clients with assets starting at $750,000. All company information listed above reflects 3/31/15 data.

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