Ferguson Wellman

We are an employee-owned, registered investment adviser (RIA) serving individuals, families and institutions. Ferguson Wellman and its division, West Bearing Investments, manage $10.6 billion for 1,085 clients. (updated annually, as of December 31, 2025) For 50 years, we have designed and managed customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans. 

We have created two entry points to the same investment strategies that have been created by our own team of analysts. Our minimum for Ferguson Wellman client portfolios is $4 million and $1 million for West Bearing clients. With areas of expertise in investments, wealth management, institutional services and financial planning, we work together as a team to serve all client needs. In 2023, we launched DollarSense, our client education program for clients.