This month’s Powerlist ranks Oregon financial planning firms by assets under management (AUM).
| 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 |
{jumi [/includes-for-articles/Powerbook-PLUS-2012-pitch-wide.html]}
