Our ranking of Oregon’s top financial planners/ money managers ranked by Oregon assets under management
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 $1.4T | 209 277 | 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 $21.9B | 13 63 | 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 $3.6B | 17 41 | 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 $113B | 9 80 | 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 $2.8B | 13 30 | Customized investment management solutions for institutions and individuals; advisor to the Becker Value Equity Fund |
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