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 statesPhysical 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