Power book: Oregon's top financial planners and money managers

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Articles - January 2014
Tuesday, December 10, 2013

Our ranking of Oregon's top financial planners/ money managers ranked by Oregon assets under management

RANKED BY OREGON ASSETS UNDER MANAGEMENT (AUM)
RANK NAME ADDRESS / PHONE SENIOR EXECUTIVE(S) OR / TOTAL AUM OR LICENSED PROS / EMPLOYEES SPECIALTIES
1 Wells Fargo 1300 S.W. 5th Ave., 18th Floor
Portland 97201 503.886.2377
Jeff Grubb, Kirk Mandlin, April Sanderson $11.1B
$1.4T
209
277
Full-service/online brokerage, asset mgmt., wealth/estate/retirement planning, etc.
2 Arnerich Massena, Inc. 2045 N.E. Martin Luther King Jr. Blvd.
Portland 97212 503.239.0475
Tony Arnerich, Sheree Demers-Arntson $7.8B
$21.9B
13
63
High-net-worth individuals and families, endowments/foundations, employer-sponsored retirement plans
3 Ferguson Wellman Capital Management 888 S.W. 5th Ave., Ste. 1200
Portland 97204 503.226.1444
James Rudd, Steve Holwerda $2.5B
$3.6B
17
41
Investment management for individuals/institutions using customized portfolios
4 The Private Client Reserve of U.S. Bank 111 S.W. 5th Ave., Ste. 600
    Portland 97204 503.275.6588
Ted Austin, Peter Norman $2.2B
$113B
9
80
Wealth management advisors providing customized, integrated investment, private banking, personal trust, charitable and planning services
5 Becker Capital Management 1211 S.W. 5th Ave., Ste. 2185
Portland OR 97204 503.223.1720
Janeen McAninch, Pat Becker, Jr. $2.1B
$2.8B
13
30
Customized investment management solutions for institutions and individuals; advisor to the Becker Value Equity Fund

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