SOURCE: BrightScope


June 12, 2012 12:00 ET

BrightScope Names Top 25 Portland, Oregon Area-Based RIA Firms

Ferguson Wellman Capital Management, Inc. Takes the No.1 Spot With $2.9B in Total Assets Under Management and Northwest Capital Management Inc. Follows at No. 2 With $1.7B

SAN DIEGO, CA--(Marketwire - Jun 12, 2012) - BrightScope (, a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisor (RIA) firms in the Portland, Oregon area, focused on individual money management, with the greatest amount of assets under management. This list is part of the series that BrightScope regularly issues to highlight data contained within its Advisor Pages™, a breakthrough way for people to discover, research, and select a financial advisor.

"With each RIA list, it is our goal to build regional awareness of transparent information available on financial advisors to ensure individuals have an easier way of choosing the most appropriate professional for their needs," said Mike Alfred, CEO and co-founder of BrightScope. "By tapping into the popularity and ease of use of social media, BrightScope Advisor Pages allows any investor to access vital information with just a few mouse clicks, something which was previously impossible."

By aggregating hard-to-discover but publicly available information on advisors, BrightScope has created a free, easy-to-use database that is searchable from multiple dimensions. BrightScope's Advisor Pages™ features the data most critical to investors tasked with making an informed decision on which financial professional best meets their needs, including location, qualifications, amount and types of assets under management, area of specialty, legal disputes, formal complaints and more.

Top 25 Portland, Oregon area-based advisors by total assets under management:

Company - Total assets under management

1. Ferguson Wellman Capital Management, Inc. - $2.9B
2. Northwest Capital Management Inc. - $1.7B
3. Vision Capital Management Inc. - $638.3M
4. Ctc Consulting, LLC - $581.2M
5. The H Group, Inc. - $494.5M
6. Vista Capital Partners, Inc. - $484.3M
7. Sigma Investment Management Company - $478.8M
8. Deschutes Investment Consulting, LLC - $443.0M
9. Pacific Investment Advisors LLC - $327.1M
10. Chinook Capital Management LLC - $306.3M
11. Sloy Dahl & Holst Inc. - $285.9M
12. Akt Wealth Advisors, Lp - $270.0M
13. Etesian Wealth Advisors, LLC - $256.0M
14. Peregrine Asset Advisers, Inc. - $229.6M
15. James R. Martin Consulting, Inc. - $206.2M
16. CWC Advisors, LLC - $200.5M
17. Northwest Investment Counselors - $190.5M
18. Thompson Rubinstein Investment Management Inc. - $188.5M
19. Empirical Wealth Management, LLC - $182.0M
20. Great Northern Asset Management, LLC - $167.5M
21. Ims Capital Management - $141.8M
22. Cairn Investment Group - $132.9M
23. Cascade Investment Advisors, Inc. - $129.8M
24. Silver Oak Advisory Group - $122.3M
25. Scott Conyers Capital Management, Inc. - $120.0M

BrightScope obtains its data directly from publicly available sources, including required regulatory filings from the Securities and Exchange Commission. Financial advisors can augment these primary sources by claiming their BrightScope Advisor Page™. By analyzing and interpreting this data, BrightScope now provides unparalleled insight into the financial management industry.

For more information about BrightScope Advisor Pages™ or to find information on a financial advisor, please visit

About BrightScope
BrightScope is a financial information company that brings transparency to opaque markets through independent research and analysis. Delivered through web-based software, BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors. The BrightScope Rating™, developed in partnership with leading independent 401k fiduciaries, reviews more than 200 unique data inputs per plan and calculates a single numerical score which defines plan quality at the company level. In April 2011, the company launched BrightScope Advisor Pages™, the first comprehensive and publicly available directory of financial advisors designed to help consumers discover information and conduct due diligence on wealth management professionals. BrightScope also markets a suite of data analytics software products to Fortune 1000 companies, asset managers, broker-dealers, financial advisors, and other market participants. Public ratings for more than 46,000 retirement plans as well as rating definitions, criteria and methodologies, and information on more than 770,000 financial advisors and 45,000 advisory firms are available for free at

Contact Information

  • Katie Carlson
    Atomic PR for BrightScope
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