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RIA comparison · SEC Form ADV

Ferguson Wellman Capital Management, Inc. vs Great Valley Advisor Group, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Ferguson Wellman Capital Management, Inc. and Great Valley Advisor Group, LLC are almost exactly the same size, with $11B and $11B in regulatory assets (Ferguson Wellman Capital Management, Inc. slightly ahead), by their latest Form ADV filings. Great Valley Advisor Group, LLC reports more individual clients (36,836 vs 951), while Ferguson Wellman Capital Management, Inc’s clients hold more on average (about $8.3 million each against $250,000). Ferguson Wellman Capital Management, Inc. is based in Portland, Oregon and Great Valley Advisor Group, LLC in Berwyn, Pennsylvania.

FigureFerguson Wellman Capital Management, Inc.Great Valley Advisor Group, LLC
Regulatory AUM$11B$11B
National rank#89#91
HeadquartersPortland, OregonBerwyn, Pennsylvania
Individual clients95136,836
High-net-worth clients8651,769
Average client assets$8.3 million$250,000
Accounts4,76337,014
Discretionary100% of AUM79% of AUM
Employees68325
Advisory staff31192
Clients per advisory employee31192
Offices273
Form ADV filed2026-06-092026-09-29

Ferguson Wellman Capital Management, Inc.

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management

Great Valley Advisor Group, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Ferguson Wellman Capital Management, Inc. or Great Valley Advisor Group, LLC?

Ferguson Wellman Capital Management, Inc., with $11B in regulatory assets under management against $11B at Great Valley Advisor Group, LLC. Nationally they rank #89 and #91 among 5,657 independent wealth management RIAs.

How many clients do Ferguson Wellman Capital Management, Inc. and Great Valley Advisor Group, LLC have?

Ferguson Wellman Capital Management, Inc. reports 951 individual clients (865 high-net-worth) with 31 advisory employees; Great Valley Advisor Group, LLC reports 36,836 (1,769 high-net-worth) with 192 advisory employees.

How do Ferguson Wellman Capital Management, Inc. and Great Valley Advisor Group, LLC charge clients?

Only Great Valley Advisor Group, LLC lists hourly charges; fixed fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Ferguson Wellman Capital Management, Inc. and Great Valley Advisor Group, LLC offer?

Great Valley Advisor Group, LLC lists educational seminars and workshops; other services, which Ferguson Wellman Capital Management, Inc. does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Ferguson Wellman Capital Management, Inc. ↗, Great Valley Advisor Group, LLC ↗. How to check a financial advisor →