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Powerlist: financial planners and money managers

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Articles - January 2013
Monday, December 17, 2012

 

RANKED BY OREGON ASSETS UNDER MANAGEMENT (AUM)
RANK NAME ADDRESS / PHONE OR SENIOR EXECS OR AUM / TOTAL AUM OR LIC PROS / OR EMPS SPECIALTIES
1 Wells Fargo 1300 S.W. 5th Ave., 18th Fl.
Portland 97201 503-886-2377
Jeff Grubb, Kirk Mandlin, April Sanderson $11.1b
$1.4t
209
277
Full-service and online brokerage, asset management, wealth and estate planning, etc.
2 Ferguson Wellman Capital Mgmt. 888 S.W. Fifth Ave., Ste. 1200
Portland 97204 503-226-1444
James Rudd, Steve Holwerda $2.2b
$3.1b
9
38
Active asset management, wealth management, financial planning, institutional services
3 The Private Client Reserve of U.S. Bank 111 S.W. Fifth Ave., Ste. 600
Portland 97204 503-275-6588
Ted Austin, Peter Norman $2.0b
$113.0b
9
75
Customized, integrated investment; private banking; personal trust and planning services

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  • Colleges/Universities
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  • Commercial Real Estate
  • CPA Firms
  • Credit Unions
  • Financial Planners/Money Managers
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