|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
|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
|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
|Customized, integrated investment; private banking; personal trust and planning services|
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