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

Understanding Oregon medical marijuana dispensary tenants

News
Friday, June 13, 2014
061314 thumb grassrentBY CLIFF HOCKLEY | OB GUEST BLOGGER

This article summarizes the key considerations a building owner must keep in mind when thinking about leasing to a medical marijuana dispensary.


Read more...

OB Video: Dress for Success

News
Wednesday, July 02, 2014
DFSOBY JESSICA RIDGWAY | OB WEB EDITOR

Dress for Success Oregon promotes the economic independence of disadvantaged women by providing professional attire, a network of support and career development tools.


Read more...

The Scott Kveton affair

News
Wednesday, July 09, 2014
ScottKvetonBY LINDA BAKER | OB EDITOR

Scott Kveton, the CEO of Urban Airship is taking a leave of absence from the company. As the story continues to unfold, here’s our perspective on a few of the key players.


Read more...

Who said we should sell in May?

Contributed Blogs
Friday, July 18, 2014
BullMarketBY JASON NORRIS | OB GUEST CONTRIBUTOR

Back in May, we shared a common Wall Street quote about investing, “Sell in May and go away.” Fast forward to July and the most common question we have been getting from clients is, “When is the market pullback going to occur?”


Read more...

EPA Standards: A breath of fresh air for the region

News
Thursday, June 12, 2014
EPABY ANDREA DURBIN | OB GUEST BLOGGER

Last week, the Obama administration took an important and welcomed step in the effort to protect the health and well-being of all Oregonians by limiting carbon pollution from existing power plants.


Read more...

Trends in business succession

News
Thursday, July 03, 2014
TrendsBY TED AUSTIN & MIKE BAELE | GUEST CONTRIBUTORS

The Office of Economic Analysis announced that Oregon is currently enjoying the strongest job growth since 2006. While this resurgence has been welcome, the lingering effects of the 2008 “Great Recession” continues to affect Oregon businesses, especially with regard to estate planning and business succession.


Read more...

Creating a culture of compliance

Business tips
Thursday, June 19, 2014
DataBY MONICA ENAND | GUEST CONTRIBUTOR

Nine tips for building habits among employees to respond when needed.


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