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 | $13.3B $1.58T | 169 330 | Full-service and online brokerage, asset management, wealth and estate planning, retirement planning, equity research, portfolio analysis and management |
| 2 | Arnerich Massena, Inc. | 2045 N.E. Martin Luther King Jr. Blvd. Portland 97212 503.239.0475 | Tony Arnerich, Sheree Demers-Arntson | $9.5B $22B | 12 59 | 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 | $4B $4B | 17 43 | Investment management for individuals and institutions using customized portfolios |
| 4 | D.A Davidson & Co. | 1300 S.W. Fifth Ave., Ste 600 Portland 97204 503.525.3600 | Lonn Ensing, Doug Woodcock | $3.9B $46B | 50 135 | Investment banking, research, sales & trading, personalized advice on investments, including financial planning |
| 5 | The Private Client Reserve of U.S. Bank | 111 S.W. 5th Ave., Ste 600 Portland 97204 503.275.6588 | Ted Austin | $2.3B $119.7B | 9 80 | Wealth management advisors providing customized, integrated investment, private banking, private mortgage, personal trust, charitable and planning services |
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