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

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

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

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 webmaster(at)oregonbusiness.com" target="_blank" style="color:#ffffff; text-decoration:underline;">webmaster(at)oregonbusiness.com