Ferguson Wellman
Finance · Oregon, United States · 51-200 Employees
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Overview
Headquarters
888 SW 5th Ave Ste 1200, Portland, Orego...Phone Number
(503) 226-1444Website
www.fergusonwellman.comRevenue
$30.9 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Ferguson Wellman
Ferguson Wellman Capital Management is a privately owned investment advisory firm based in the Pacific Northwest, managing $8.9 billion in assets for over 1,026 clients. The firm offers a range of services including wealth management, private family office, and institutional services. Their clientele consists of individuals, families, union and corporate retirement plans, and endowments. Ferguson Wellman is committed to a disciplined investment approach, focusing on diversified portfolios to manage risk and identify opportunities.Explore more
Ferguson Wellman Org Chart
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Activity Insights
Ferguson Wellman is experiencing very low activity levels compared to other companies in the Finance sector.
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Ferguson Wellman is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ferguson Wellman.
Ferguson Wellman Tech Stack
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Facilities Relocation / Expansion
Ferguson Wellman is planning to move offices in January 2026. The move will impact approximately 20 employees at the existing office located at 888 Sw 5Th Ave, Portland, OR.
Facilities Relocation/Expansion
Person-Based
Person-Based
Ferguson Wellman News & Media
$10B Employee-Owned Ferguson Wellman Makes First Acquisition
Portland-based Ferguson Wellman has added a regional RIA with $229 million in client assets amid the sea of competing roll-ups.Ferguson Wellman Celebrates 50 Years with a Push for Financial Literacy
PORTLAND, Ore.--(BUSINESS WIRE)--Ferguson Wellman Capital Management, an employee-owned investment firm, is celebrating 50 years in 2025. To recognize this milestone anniversary, Ferguson Wellman is launching a new initiative to promote more financial education and literacy. A recent World Economic Forum study revealed that financial literacy in U.S. adults has hovered around 50% for the last eight years, with a 2% drop in the past two years. Financial literacy in women consistently lags behindFerguson Wellman Provides Their Top Five Investment Themes for 2025
PORTLAND, Ore.--(BUSINESS WIRE)--Ferguson Wellman Capital Management, an employee-owned investment firm, is celebrating 50 years in 2025. To recognize their upcoming milestone anniversary, Ferguson Wellman offers self-paced resources about investing and personal finance fundamentals through their DollarSense education program to the public, for free. Education programs have been accessible only to clients prior to the company’s fiftieth year and plans are underway to distribute more broadly for
Read more news
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Ferguson Wellman Capital Management is a privately owned investment advisory firm based in the Pacific Northwest, managing $8.9 billion in assets for over 1,026 clients. The firm offers a range of services including wealth management, private family office, and institutional services. Their clientele consists of individuals, families, union and cor... Read More
