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 2015 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 2015
!

Buy Now with PayPal

For only $10, 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 Interactive 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

Playoffs pay off for the Ducks

The Latest
Friday, January 02, 2015
oregon-ducks-logo-helmet-thumbBY JACOB PALMER | OB DIGITAL NEWS EDITOR

The University of Oregon football team looked unstoppable on the field Jan. 1 — and the university is reaping the benefits of the new postseason format.


Read more...

Corner Office: Marv LaPorte

January-Powerbook 2015
Saturday, December 13, 2014

The president of LaPorte & Associates lets us in on his day-to-day life.


Read more...

Legislative Preview: A Shifting Balance

January-Powerbook 2015
Thursday, December 11, 2014
BY APRIL STREETER

Democratic gains pave the way for a revival of environment and labor bills as revenue reform languishes.


Read more...

4 married couples who work together

The Latest
Thursday, January 22, 2015
IMG 0020BY JACOB PALMER | OB DIGITAL NEWS EDITOR

They say maintaining a healthy marriage takes work. So does running a business with your spouse.


Read more...

Powerbook Perspective

January-Powerbook 2015
Friday, December 12, 2014
BY LINDA BAKER

A conversation with Oregon state economist Josh Lehner.


Read more...

Will Medford Ever Be Cool?

February 2015
Friday, January 23, 2015
BY DAN COOK | PHOTOS BY JASON E. KAPLAN

A real-estate developer and a Lithia Motors executive aim to revamp the city's forlorn downtown.


Read more...

Political theater

News
Wednesday, January 07, 2015
0107-orbizplansum14-thumbBY LINDA BAKER | OB EDITOR

The Oregon Business Plan Leadership Summit drew more than 1,000 people to the Oregon Convention Center yesterday.


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