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Powerlist: Financial planning firms

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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

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