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
|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
|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
|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
|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
|Customized investment management solutions for institutions and individuals; advisor to the Becker Value Equity Fund|
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