Home Back Issues March 2011 Powerlist: Financial planning firms

Powerlist: Financial planning firms

| Print |  Email
Articles - March 2011
Tuesday, March 01, 2011

RANKED BY OREGON ASSETS UNDER MANAGEMENT (AUM)
RANK FIRM ADDRESS / PHONE SENIOR EXECUTIVES OR / TOTAL AUM OR CFPS / EMPS MIN ACCT SIZE / YR EST
1 Wells Fargo 1300 S.W. Fifth Ave., 18th Floor
Portland 97201 503.886.2377
Jeff Grubb, Jim Osborne, April Sanderson $11.5b
$1,467.0b
15
346
NA
1852
2 StanCorp Investment Advisers 1100 S.W. Sixth Ave.
Portland 97204 800.378.5742
Julie Grandstaff, Dan Stancil $5.3b
$20.3b
1
21
$250k
2000
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 $2.1b
$55.0b
9
75
$1m
1891

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 2014 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 2014
!

Buy Now with PayPal

For only $8, 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 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

How to help your staff solve their own problems

Contributed Blogs
Friday, March 21, 2014
03.21.14 thumb coxcoffeeTOM COX | OB BLOGGER

During a recent talk to HR Directors, I asked if they saw leaders trying to solve every problem, instead of delegating to and empowering staff. Every head nodded. Every single one.


Read more...

Small business sales go big

March 2014
Tuesday, February 25, 2014

BY BRANDON SAWYER

Sales of small businesses surged in 2013 according to the biggest Internet marketplace of such transactions, BizBuySell, increasing to 7,056 reported sales, a 24% increase over 2012, when they dropped 7%. Portland Metro sales tracked by the site grew 9% to 73, capping three years of solid growth. On top of that, Portland’s median sale price jumped 67% to $250K, versus just 13% to $180K nationally. Portland was one of just six metros tracked where the median sale price matched the median asking price, with sellers getting, on average, 92% of what they asked.

BTNMarch14 tableBTNMarch14 line


BTNMarch14 piePDXBTNMarch14 pieUSA


Read more...

Barrister bands

March 2014
Tuesday, February 25, 2014
IMG 4691BY LINDA BAKER

An intellectual property attorney by day, 48-year-old Stoll Berne attorney Tim DeJong is a singer and guitarist by night.


Read more...

Video: Kickstarting Oregon business

News
Thursday, March 27, 2014
02.04.14 Thumbnail VideoBY JESSICA RIDGWAY | OB WEB EDITOR

Watch this OB Original Video about three Oregon companies and how crowd-funding "kickstarted" their business ideas.


Read more...

Buy the book

News
Tuesday, March 25, 2014
2 03.25.14 thumb bookshopBY VIVIAN MCINERNY | OB BLOGGER

Oregon is home not only to many fine writers but also several accomplished small publishers.


Read more...

Spring thaw

News
Thursday, April 17, 2014
Spring ThawBY JASON NORRIS | OB BLOGGER

The “polar vortex” of 2014 seems to have finally thawed and we believe this change in weather will bring more sunshine to the U.S. economy as well.


Read more...

On fire

March 2014
Tuesday, February 25, 2014
BY JESSICA RIDGWAY

A self-proclaimed “chile head,” John Ford “grows, eats and does everything spicy.” 


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