Home Archives July 2008 Oregon financial planners & money managers

Oregon financial planners & money managers

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Tuesday, July 01, 2008

FINANCIAL PLANNERS & MONEY MANAGERS — RANKED BY OREGON ASSETS UNDER MANAGEMENT (AUM)

RANK NAME
WEBSITE
ADDRESS/PHONE
SENIOR EXEC(S) OREGON AUM/ WORLDWIDE AUM FINANCIAL PLANNERS/ ORE. EMPLOYEES SPECIALTIES MIN. ACCT. SIZE/ YEAR ESTAB.
1
Wells Fargo Private Bank
wellsfargo.com
1300 S.W. Fifth Ave. , 18th Floor
Portland 97201 503.886.2377
Jeff Grubb
April Sanderson
$4.2b
$224.0b
12
160
Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance
NA
1852
2
Becker Capital Management
beckercap.com
1211 S.W. Fifth Ave., Ste. 2185
Portland 97204 503.223.1720
Janeen S. McAninch
Pat Becker Sr.
$2.0b
$2.2b
1
27
Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds
$1m
1976
3
Strand Atkinson Williams & York
strandatkinson.com
200 S.W. Market St., Ste. 1900
Portland 97223 503.226.7000
Bradford Wear
Cari Few
$1.8b
$2.0b
5
67
Regional, full-service broker dealer and RIA with access to every trading market; in-house Oregon bond department
$1
1928
4
Ferguson Wellman Capital Management
fergusonwellman.com
888 S.W. Fifth Ave., Ste. 1200
Portland 97204 503.226.1444
James H. Rudd
Steven J. Holwerda
$1.7b
$2.8b
8
39
Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities

1975
5
Pioneer Trust Bank NA
pioneertrustbank.com
P.O. Box 2305
Salem 97308 503.363.3136
Michael S. Compton
Bonnie S. Hindman
$643.6m
$643.6m

30
Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts
$300k
1924
6
Deschutes Investment Advisors
deschutesadvisors.com
1211 S.W. Fifth Ave., Ste. 2830
Portland 97204 503.223.2500
MacGregor Hall
Bryn Torkelson
$641.0m
$745.0m
1
12
Comprehensive financial planning and wealth management, corporate retirement plan consulting, retirement income solutions, strategic solutions for business owners
$500k
1997
7
Key Private Bank/Key Investment Services
key.com
1211 S.W. Fifth Ave., Ste. 560
Portland 97204 800.790.7620
Katharine Coakley
$540.0m
$42.5b
3
31
Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services

1924
SteveHolwerda.jpg

“Every seven seconds somebody is turning 60 years old. More and more people will begin to wonder if they have enough money to retire and what to do with it when they do. That’s going to last 15 years and we are really just at the beginning of it.”

STEVE HOLWERDA, PRINCIPAL AND COO, FERGUSON WELLMAN CAPITAL MANAGEMENT, PORTLAND
8
Northwest Capital Management
nwcapital.com
15211 S.W. 68th Ave.
Portland 97223 503.597.1616
Axel Flichtbeil
$512.0m
$872.4m
4
15
Fiduciary, investment and consulting services for qualified retirement plans and private clients
$200k
1998
9
Phillips & Company
phillipsandco.com
1300 S.W. Fifth Ave., Ste. 2100
Portland 97201 503.224.0858
Tim Phillips
$500.0m
$500.0m

55
Full-service wealth management; utilizing a multi-manager approach; catering to business owners, CEOs and high-net-worth individuals
NA
1992
10
Wealth Advisors LLC
wealthadvisors.com
5665 S.W. Meadows Rd., Ste. 200
Lake Oswego 97035 503.620.5329
Scott Barchus
Toby Daniels
$380.0m
$490.0m
9
15
Personal financial planning, estate planning, business transitions, high-net worth investment management, business valuation, bundled 401(K) services
$1m
2000
11
The BMG Group @ Morgan Stanley
morganstanley.com
1001 S.W. Fifth Ave., Ste. 2200
Portland 97204 866.882.5840
Scot Berryman
Jim Mead, Sean Gabrio
$375.0m
$390.0m
2
7
Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives
$1m
1997
12
IMS Capital Management
imscapital.com
8995 S.E. Otty Rd.
Portland 97086 503.788.4200
Carl W. Marker
$356.0m
$615.0m
1
11
Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans
$5k
1988
13
Vista Capital Partners
vistacp.com
9755 S.W. Barnes Rd., Ste. 595
Portland 97225 503.772.9500
Michael J. O’Reilly
Douglas E. Johanson
$350.0m
$380.0m
6
8
Fee-only investment advisor focusing on wealth management and personal asset management for individuals and local institutional clients
$1m
2001
14
South Valley Wealth Management
southvalleywealth.com
810 Main St.
Klamath Falls 97601 541.882.5488
Martin R. Ledgerwood
$326.6m
$326.6m
3
14
NA
1984
15
Financial Reserve Investors
financialreserve.com
12725 S.W. 66th Ave., Ste. 102
Portland 97223 503.624.4600
Gregory A. Parrott
Steven M. Fain
$287.0m
$430.0m
5
13
Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program
$50k
1985
16
The Greenberg Group @ Morgan Stanley
morganstanley.com
1001 S.W. Fifth Ave., Ste. 2200
Portland 97204 503.221.8610
Douglas Greenberg
$240.0m
$325.0m
2
3
Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management
$1m
1993
17
McGee Financial Strategies
mcgeenet.com
12455 S.W. 68th Ave.
Portland 97223 503.597.2222
Judith A. McGee
D. Linette Dobbins
$230.3m
$377.0m
2
16
Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy
$500k
1979
18
Coldstream Capital Management
coldstream.com
111 S.W. Fifth Ave., Ste. 4100
Portland 97204 503.223.5358
Kori Allen
Matt Bader
$230.0m
$1.0b
1
8
Multi-client family office providing comprehensive and integrated wealth management services for individuals and families of significant wealth
$2m
1996
19
Consolidated Financial Management
cfmplanners.com
1915 N.W. AmberGlen Pkwy., Ste. 150
Beaverton 97006 503.844.9146
Leonard T. Berard
Kristy A. Motta
$155.0m
$155.0m
3
5
Customized financial plans for corporate executives, small business owners and professionals
$250k
1982
20
Rosenbaum Financial LLC
rosenbaumfinancial.com
1675 S.W. Marlow Ave., Ste. 401
Portland 97225 503.352.1300
Mark Rosenbaum
Fred Rosenbaum
$151.2m
$160.2m
1
12
Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance
NA
1982
21
CMC Advisers
cmcadvisers.com
4800 S.W. Macadam Ave., Ste. 305
Portland 97239 503.227.5284
David Morganstern
Marilyn Bergen
$150.0m
$185.0m
4
9
Holistic wealth management integrating investment management with life and wealth goals for speciality physicians and successful small business owners.
$750k
1996
22
Chinook Capital Management LLC
chinookcapital.com
4380 S.W. Macadam Ave., Ste. 250
Portland 97239 503.228.1116
Greg Houser
Rick Schmidt
$134.8m
$329.3m
2
8
Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions
$750k
1997
23
Allen Trust Co./Allen Capital Mgmt.
allentrust.com/allencapital.com
121 S.W. Morrison St., Ste. 875
Portland 97204 503.292.1041
Stuart B. Allen
William A. Harris
$130.0m
$130.0m
4
10
Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations
$500k
2000
24
The Partners Group Ltd./TPG Financial Advisors LLC
tpgrp.com
11740 S.W. 68th Pkwy., Ste. 200
Portland 97223 503.241.9550
Bruce Kerr
Rod Cruickshank
$125.0m
$149.0m
2
47
Life/wealth planning, investment management and retirement plan consulting services
NA
1980
25
Hurley Financial Group
hurleyfinancial.com
111 S.W. Fourth St.
Corvallis 97333 541.757.2331
Dorann A. Hurley
Megan E. Schneider
$121.0m
$136.0m
1
6
Registered investment advisory firm specializing in retirement planning
$250k
1987
26
Oregon Pacific Financial Advisors
opfa.com
210 W. Eighth St.
Medford 97501 541.772.1116
Donald A. Todd
$85.0m
$90.0m
5
8
Macro strategic planning, wealth management, retirement distribution strategies

1989
27
The Legacy Group Ltd.
thelegacygroup.com
2720 Commercial St. S.E., Ste. 260
Salem 97302 503.581.6020
Ronald W. LeBlanc, CFP
W. Ray Sagner, CFP
$80.0m
$85.0m
2
3
Wealth management and financial planning advice on a fee-only basis
$500k
1984
28
Peregrine Asset Advisers
peregrineaa.com
One S.W. Columbia St., Ste. 1680
Portland 97258 503.459.4651
Daniel S. Botti
$78.0m
$187.0m
3
3
Customized investment management for individuals and groups
$100k
2001
29
Northwestern Mutual Financial Network
nmfn.com
1221 S.W. Yamhill St., Ste. 400
Portland 97205 503.223.7335
Jeff Pawlowski
$63.7m
$60.0b
7
Full financial planning and advisory services for individuals and businesses
$250k
1857
30
CCB Financial Services
ccbfinancialservices.com
38975 Proctor Blvd./P.O. Box 38
Sandy 97055 503.668.2530
Robert J. Rockwell
$58.0m
$58.0m
1
3
Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt.
$5k
1994
31
Northwest Financial
mycfp.com
711 Chemawa Rd. N.E.
Keizer 97303 503.390.8011
Rick J. Roemer
$50.0m
$52.0m
1
3
Retirement planning, managing risk, income distribution planning, financial coaching, life planning
$100k
1984
32
MKG Capital Advisors
mkgfinancial.com
1500 S.W. First Ave., Ste. 1000
Portland 97201 503.226.6700
Mark Gaskill
Gene Zimmerman
$38.0m
$45.0m
0
8
Separately managed accounts
$250k
2000
33
Investment Alliance
financial-prosperity.com
11050 S.E. 105th
Portland 97086 503.794.2737
Ginny Brewster
$25.0m
$30.0m
1
1
Personal and small business financial planning, 401k and pension plans, rollover IRAs, retirement income, college funding, wealth management
$500
1983
34
Rutherford Investment Mgmt. LLC
rutherfordinvestment.com
10300 S.W. Greenburg Rd., Ste. 115
Portland 97223 503.452.1210
William D. Rutherford
$21.7m
$26.2m

2
Multicap growth management of separately managed accounts offering investments in equities, fixed income and international; trust services
$1m
1994
35
Portland Financial Advisors
pdxadvisors.com
12655 S.W. Center St., Ste. 520
Beaverton 97005 503.684.6116
Russell D. Francis
Gabriel J. Markiz
$10.0m
$10.0m
2
4
Fee-only investment management; comprehensive financial, tax and estate planning
$500k
2003

A representative of each firm provided Powerlist data.

Please contact Research editor Brandon Sawyer at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 503-223-0304 with any corrections or additions to this list.

 

 

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