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RIA comparison · SEC Form ADV

Ferguson Wellman Capital Management, Inc. vs Kingsview Wealth Management, 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. is the larger of the two, with $11B in regulatory assets to $9.0B at Kingsview Wealth Management, LLC, 19% more than its rival, by their latest Form ADV filings. Kingsview Wealth Management, LLC reports more individual clients (12,143 vs 951), while Ferguson Wellman Capital Management, Inc’s clients hold more on average (about $8.3 million each against $700,000). Both are based in Oregon: Ferguson Wellman Capital Management, Inc. in Portland and Kingsview Wealth Management, LLC in Grants Pass.

FigureFerguson Wellman Capital Management, Inc.Kingsview Wealth Management, LLC
Regulatory AUM$11B$9.0B
National rank#89#116
HeadquartersPortland, OregonGrants Pass, Oregon
Individual clients95112,143
High-net-worth clients8652,209
Average client assets$8.3 million$700,000
Accounts4,76331,932
Discretionary100% of AUM100% of AUM
Employees68285
Advisory staff3195
Clients per advisory employee31128
Offices247
Form ADV filed2026-06-092026-07-29

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

Kingsview Wealth Management, LLC

Full profile →

Services

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

How it’s paid

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

Questions

Which is bigger, Ferguson Wellman Capital Management, Inc. or Kingsview Wealth Management, LLC?

Ferguson Wellman Capital Management, Inc., with $11B in regulatory assets under management against $9.0B at Kingsview Wealth Management, LLC. Nationally they rank #89 and #116 among 5,657 independent wealth management RIAs.

How many clients do Ferguson Wellman Capital Management, Inc. and Kingsview Wealth Management, LLC have?

Ferguson Wellman Capital Management, Inc. reports 951 individual clients (865 high-net-worth) with 31 advisory employees; Kingsview Wealth Management, LLC reports 12,143 (2,209 high-net-worth) with 95 advisory employees.

How do Ferguson Wellman Capital Management, Inc. and Kingsview Wealth Management, LLC charge clients?

Only Kingsview Wealth Management, 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 Kingsview Wealth Management, LLC offer?

Kingsview Wealth Management, LLC lists portfolio management for investment companies, 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. ↗, Kingsview Wealth Management, LLC ↗. How to check a financial advisor →