The Financial Planners & Money Managers Powerlist from our 2013 Power Book ranks financial planners and money managers by Oregon assets under management (AUM)
| RANKED BY OREGON ASSETS UNDER MANAGEMENT (AUM) | ||||||
| RANK | NAME | ADDRESS / PHONE | OR SENIOR EXECS | OR AUM / TOTAL AUM | OR LIC PROS / OR EMPS | SPECIALTIES |
| 1 | Wells Fargo | 1300 S.W. 5th Ave., 18th Fl. Portland 97201 503-886-2377 |
Jeff Grubb, Kirk Mandlin, April Sanderson | $11.1b $1.4t |
209 277 |
Full-service and online brokerage, asset management, wealth and estate planning, etc. |
| 2 | Ferguson Wellman Capital Mgmt. | 888 S.W. Fifth Ave., Ste. 1200 Portland 97204 503-226-1444 |
James Rudd, Steve Holwerda | $2.2b $3.1b |
9 38 |
Active asset management, wealth management, financial planning, institutional services |
| 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 | $2.0b $113.0b |
9 75 |
Customized, integrated investment; private banking; personal trust and planning services |
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