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 |
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