Ferguson Wellman Named to CNBC’s Inaugural Elite Advisors List for 2026

PORTLAND, Ore.--(BUSINESS WIRE)--Ferguson Wellman Capital Management has been recognized by CNBC as one of the nation's leading wealth management firms serving ultra-high-net-worth individuals and families, earning a place on the publication's inaugural

CNBC Elite Advisors list for 2026. The recognition reflects the firm's longstanding commitment to delivering comprehensive investment and wealth management to clients with increasingly complex financial needs.

The CNBC Elite Advisors list recognizes 25 firms across the country that demonstrate the scale, expertise, and breadth of services required to advise ultra-high-net-worth families. In selecting firms, CNBC evaluated capabilities that extend beyond investment management, including tax and estate coordination, philanthropy, family governance, private wealth services and other areas critical to managing multigenerational wealth.

"For many families, wealth management extends well beyond portfolio management," said Steve Holwerda, CFA, managing director at Ferguson Wellman Capital Management. "Our role is to help clients navigate financial decisions that accompany significant wealth through thoughtful investment management, strategic planning and close coordination with their broader team of advisors. This recognition reflects the depth of expertise and personalized service our clients have come to expect."

CNBC developed the Elite Advisors list through a comprehensive evaluation of more than 100 qualifying firms. The methodology measured both scale and quality, including organizational capabilities, assets managed for ultra-high-net-worth clients, breadth and sophistication of client services, investment strategies, professional credentials, client retention and overall reputation. CNBC consulted with AccuPoint Solutions and Cerulli Associates in developing the methodology and states that firms did not pay to be included in the ranking.

About Ferguson Wellman Capital Management

Ferguson Wellman Ferguson Wellman is an employee-owned investment advisory firm founded in 1975. The firm manages $11.6 billion for 1,148 individual and institutional clients, offering customized investment portfolios and holistic wealth planning strategies starting at $4 million. Ferguson Wellman has two divisions: West Bearing Investments for clients with $1 million investable assets and our private family office, Octavia Group, for clients with assets starting at $10 million. For more information, visit fergusonwellman.com (data as of June 30, 2026)

Ferguson Wellman was recognized by:

• Barron’s “Top 100 RIA Firms” 2025 ranking. #75 of 100 companies (July 1, 2024 - June 30, 2025)
• CNBC “Financial Advisor 100” 2025 ranking. #12 of 100 companies (April 1, 2024 - March 31, 2025)
• Forbes “Top RIA Firms” 2025 ranking. #43 of 250 companies (April 1, 2024 - March 31, 2025)

Visit https://www.fergusonwellman.com/awards for our awards and rankings disclosures. These rankings may not be representative of any one client’s experience, are not endorsements and are not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate, but the firm may pay a licensing fee to use their corporate logos on marketing materials.