Home Back Issues January 2013 Powerlist: financial planners and money managers

Powerlist: financial planners and money managers

| Print |  Email
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

Untitled Document

The above list has been shortened from our print magazine version. To possibly get the current full version, please see below...

Crave more information?

Looking for great well-researched info, or an effective sales lead?

POWERBOOK 2014 is the place to look! You'll get more than 15 Powerlists that rank top companies in key industries, including law firms, MBA programs, staffing firms and more.
Exact roster of Powerlists shown below.

Click the PayPal button now to start your order for
POWERBOOK 2014
!

Buy Now with PayPal

For only $8, safely purchased through PayPal, you will receive:

1. Excel spreadsheets of all lists with the full data for you to sort, manipulate and research
2. An easy-to-read PDF with navigation tools and an easy-to-print layout
3. More than 15 Powerlists.
The exact roster of list is:
  • Advertising/Marketing/PR firms
  • Architecture, Engineering and Design
  • Banks
  • Colleges/Universities
  • Commercial Insurance
  • Commercial Real Estate
  • CPA Firms
  • Credit Unions
  • Financial Planners/Money Managers
  • Foundations
  • Health Plans
  • IT/Tech Services
  • Law Firms
  • MBA Programs
  • Meeting Facilities
  • Staffing Firms
  • Top Private 150 Companies


Buy Now with PayPal

Click the PayPal button at right to start your order! PayPal account not required.

You will receive the files to your PayPal account's email address immediately after purchase.

The instanteous file delivery system is handled by e-junkie.com, a respected digital media provider. You can learn more about e-junkie here or what they do here.

Problems? Please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

More Articles

Innovation: a critique

News
Wednesday, October 08, 2014
1008 innovation thumbBY LINDA BAKER | OB EDITOR

A Design Week panel discussion raises questions about how innovative we really are.


Read more...

Constant Contact

October 2014
Thursday, September 25, 2014
BY AMY MILSHTEIN

To prevent burnout, companies are banning email and after-hours communications. But is the 24-hour workday here to stay?


Read more...

Two Sides of the Coin

Contributed Blogs
Friday, September 26, 2014
0926 iphone6-thumbBY JASON NORRIS | GUEST BLOGGER

This post focuses on the recent release of the new Apple iPhone as well as Alibaba's IPO, the largest U.S. IPO in history.


Read more...

The Backstory

October 2014
Thursday, September 25, 2014

In our cover story this month, Wendy Collie, CEO of New Seasons Market, and Kim Malek, owner of Salt & Straw, discuss their rapidly growing businesses and Portland’s red hot food scene. The conversation provides an interesting lens through which to explore trends in the grocery store and restaurant sectors.


Read more...

Books Rule

October 2014
Thursday, September 25, 2014
BY JON BELL

Powell's stays relevant in the digital age.


Read more...

Gender Code

September 2014
Tuesday, August 26, 2014
BY COURTNEY SHERWOOD

Janice Levenhagen-Seeley reprograms tech.


Read more...

Knight Vision

October 2014
Thursday, September 25, 2014
BY VIVIAN MCINERNY

Travis Knight wants to release a movie a year. Can he pull it off?


Read more...
Oregon Business magazinetitle-sponsored-links-02
SPONSORED LINKS