PORTLAND, Ore., July 15, 2026–(BUSINESS WIRE)–Ferguson Wellman Capital Management has been acknowledged by CNBC as one of many nation’s main wealth administration companies serving ultra-high-net-worth people and households, incomes a spot on the publication’s inaugural CNBC Elite Advisors record for 2026. The recognition displays the agency’s longstanding dedication to delivering complete funding and wealth administration to purchasers with more and more advanced monetary wants.
The CNBC Elite Advisors record acknowledges 25 companies throughout the nation that reveal the dimensions, experience, and breadth of companies required to advise ultra-high-net-worth households. In deciding on companies, CNBC evaluated capabilities that stretch past funding administration, together with tax and property coordination, philanthropy, household governance, non-public wealth companies and different areas essential to managing multigenerational wealth.
“For many families, wealth management extends well beyond portfolio management,” mentioned 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 record by a complete analysis of greater than 100 qualifying companies. The methodology measured each scale and high quality, together with organizational capabilities, property managed for ultra-high-net-worth purchasers, breadth and class of consumer companies, funding methods, skilled credentials, consumer retention and general status. CNBC consulted with AccuPoint Solutions and Cerulli Associates in creating the methodology and states that companies didn’t pay to be included within the rating.
About Ferguson Wellman Capital Management
Ferguson Wellman Ferguson Wellman is an employee-owned funding advisory agency based in 1975. The agency manages $11.6 billion for 1,148 particular person and institutional purchasers, providing custom-made funding portfolios and holistic wealth planning methods beginning at $4 million. Ferguson Wellman has two divisions: West Bearing Investments for purchasers with $1 million investable property and our non-public household workplace, Octavia Group, for purchasers with property beginning at $10 million. For extra data, go to fergusonwellman.com (knowledge as of June 30, 2026)