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Insights

Strong Industry Presence Ferguson Wellman is a well-established player in the investment management sector, recognized as a top-ranked fee-only RIA firm and ranked No. 21 on the CNBC Financial Advisor 100 list, highlighting its reputation and market influence.

Growth and Expansion The company plans to expand its offices within Portland by relocating headquarters to the Fox Tower in 2026, indicating ongoing growth initiatives and potential opportunities for local service providers or real estate partners.

Technology Use Ferguson Wellman employs modern technology tools such as Drupal, Google Fonts API, and jQuery, demonstrating an openness to digital solutions and potential for collaboration on tech upgrades or digital marketing projects.

Financial Stability With revenues estimated between $100 million and $250 million and a sizable employee base, Ferguson Wellman shows strong financial health and stability, making it a viable prospect for enterprise service offerings or strategic partnerships.

Strategic Partnerships Recent collaborations with architectural and legal firms, along with media partnerships, suggest a focus on strategic alliances, providing opportunities for B2B services, consulting, or event sponsorships aimed at expanding their service network.

Ferguson Wellman and West Bearing Tech Stack

Ferguson Wellman and West Bearing uses 8 technology products and services including Google Hosted Libraries, Drupal, RSS, and more. Explore Ferguson Wellman and West Bearing's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • Drupal
    Content Management System
  • RSS
    Content Management System
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • jQuery Mobile
    Mobile Frameworks
  • HSTS
    Security

Media & News

Ferguson Wellman and West Bearing's Email Address Formats

Ferguson Wellman and West Bearing uses at least 2 format(s):
Ferguson Wellman and West Bearing Email FormatsExamplePercentage
First.Last@fergwell.comJohn.Doe@fergwell.com
55%
Last@fergwell.comDoe@fergwell.com
41%
FLast@fergwell.comJDoe@fergwell.com
4%
Last@fergusonwellman.comDoe@fergusonwellman.com
50%
First_Last@fergusonwellman.comJohn_Doe@fergusonwellman.com
29%
First.Last@fergusonwellman.comJohn.Doe@fergusonwellman.com
16%
F.Last@fergusonwellman.comJ.Doe@fergusonwellman.com
5%

Frequently Asked Questions

Where is Ferguson Wellman and West Bearing's headquarters located?

Minus sign iconPlus sign iconFerguson Wellman and West Bearing's main headquarters is located at 888 Southwest Fifth Avenue Suite 1200 Portland, Oregon United States. The company has employees across 2 continents, including North AmericaEurope.

What is Ferguson Wellman and West Bearing's phone number?

Minus sign iconPlus sign icon You can contact Ferguson Wellman and West Bearing's main corporate office by phone at
+1-503-226-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ferguson Wellman and West Bearing's official website and social media links?

Minus sign iconPlus sign iconFerguson Wellman and West Bearing's official website is fergusonwellman.com and has social profiles on LinkedIn.

What is Ferguson Wellman and West Bearing's NAICS code?

Minus sign iconPlus sign iconFerguson Wellman and West Bearing's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Ferguson Wellman and West Bearing have currently?

Minus sign iconPlus sign iconAs of April 2026, Ferguson Wellman and West Bearing has approximately 73 employees across 2 continents, including North AmericaEurope. Key team members include Chief Technology Officer & Chief Information Security Officer: D. Q.Chief Investment Officer: G. H.Chief Compliance Officer: E. K.. Explore Ferguson Wellman and West Bearing's employee directory with LeadIQ.

What industry does Ferguson Wellman and West Bearing belong to?

Minus sign iconPlus sign iconFerguson Wellman and West Bearing operates in the Investment Management industry.

What technology does Ferguson Wellman and West Bearing use?

Minus sign iconPlus sign iconFerguson Wellman and West Bearing's tech stack includes Google Hosted LibrariesDrupalRSSGoogle Fonts APIFont AwesomejQueryjQuery MobileHSTS.

What is Ferguson Wellman and West Bearing's email format?

Minus sign iconPlus sign iconFerguson Wellman and West Bearing's email format typically follows the pattern of First.Last@fergwell.com. Find more Ferguson Wellman and West Bearing email formats with LeadIQ.

When was Ferguson Wellman and West Bearing founded?

Minus sign iconPlus sign iconFerguson Wellman and West Bearing was founded in 1975.

Ferguson Wellman and West Bearing

Investment ManagementOregon, United States51-200 Employees

Ferguson Wellman is celebrating 50 years of growth, stability and service. We are an employee-owned, registered investment adviser helping clients reach their long-term goals through customized portfolio management and wealth planning strategies. Minimum investments apply.

Click here to sign up to receive Ferguson Wellman's blog via email: http://eepurl.com/vt63z

Beware of fraudulent job listings. While Ferguson Wellman positions may be found on many sites, our website at fergusonwellman.com will show all open positions with the most up-to-date information.

Section iconCompany Overview

Headquarters
888 Southwest Fifth Avenue Suite 1200 Portland, Oregon United States
Phone number
+1-503-226-****
Website
fergusonwellman.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1975
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    Ferguson Wellman and West Bearing's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Ferguson Wellman and West Bearing's revenue is estimated to be in the range of $100M$250M

Company Leadership

  • Stylized image of a person
    D. Q.
    Chief Technology Officer & Chief Information Security Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. H.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. K.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Chief Wealth Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Vice President Of Administrative Services
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    A. H.
    Senior Vice President, Equity Research & Portfolio Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. D.
    Senior Vice President, Portfolio Management And Trading At Ferguson Wellman And West Bearing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. N.
    Vice President, Portfolio And Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Vice President Of Administrative Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Vice President
    Phone icon
    Mobile Phone

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