$10B Employee-Owned Ferguson Wellman Makes First Acquisition

Published on January 9, 2026

Portland-based Ferguson Wellman has added a regional RIA with $229 million in client assets amid the sea of competing roll-ups.

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JPMorgan, Apple and Goldman Score a Rare Win-Win-Win

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FUSE: Asset Managers Home in on RIA Aggregators Amid Market Concentration

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