10. Capital Management Ferguson Wellman

10. Capital Management Ferguson Wellman
10. Capital Management Ferguson Wellman

Ferguson Wellman Capital Management, a Portland, Oregon-based firm, ranks No. 10 on the 2024 CNBC Financial Advisor 100 list, having also appeared on the previous year's FA 100 list.

Total AUM: $8.7B

Years in Business: 49

Accounts Under Management: 1,005

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Principals:

Steve Holwerda, Managing Director

George Hosfield, Director & Chief Investment Officer

Ralph Cole, Director

Contact:

888 Southwest Fifth Avenue, Suite 1200, Portland, OR 97204

(800) 327-5765

by CNBC.com staff

Investing