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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Pure Financial Advisors, LLC vs Ferguson Wellman Capital Management, Inc.

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

The short answer

Pure Financial Advisors, LLC is the larger of the two, with $11B in regulatory assets to $11B at Ferguson Wellman Capital Management, Inc., 4% more than its rival, by their latest Form ADV filings. Pure Financial Advisors, LLC reports more individual clients (7,503 vs 951), while Ferguson Wellman Capital Management, Inc’s clients hold more on average (about $8.3 million each against $1.5 million). Pure Financial Advisors, LLC is based in SAN Diego, California and Ferguson Wellman Capital Management, Inc. in Portland, Oregon.

FigurePure Financial Advisors, LLCFerguson Wellman Capital Management, Inc.
Regulatory AUM$11B$11B
National rank#87#89
HeadquartersSAN Diego, CaliforniaPortland, Oregon
Individual clients7,503951
High-net-worth clients3,567865
Average client assets$1.5 million$8.3 million
Accounts7,5094,763
Discretionary98% of AUM100% of AUM
Employees20468
Advisory staff7631
Clients per advisory employee9931
Offices142
Form ADV filed2026-09-292026-06-09

Pure Financial Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Fixed fees

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

Questions

Which is bigger, Pure Financial Advisors, LLC or Ferguson Wellman Capital Management, Inc.?

Pure Financial Advisors, LLC, with $11B in regulatory assets under management against $11B at Ferguson Wellman Capital Management, Inc. Nationally they rank #87 and #89 among 5,657 independent wealth management RIAs.

How many clients do Pure Financial Advisors, LLC and Ferguson Wellman Capital Management, Inc. have?

Pure Financial Advisors, LLC reports 7,503 individual clients (3,567 high-net-worth) with 76 advisory employees; Ferguson Wellman Capital Management, Inc. reports 951 (865 high-net-worth) with 31 advisory employees.

How do Pure Financial Advisors, LLC and Ferguson Wellman Capital Management, Inc. charge clients?

Only Pure Financial Advisors, LLC lists fixed fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Pure Financial Advisors, LLC and Ferguson Wellman Capital Management, Inc. offer?

Pure Financial Advisors, LLC lists pension consulting; educational seminars and workshops, which Ferguson Wellman Capital Management, Inc. does not. Ferguson Wellman Capital Management, Inc. lists portfolio management for businesses and institutions, which Pure Financial Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; 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: Pure Financial Advisors, LLC ↗, Ferguson Wellman Capital Management, Inc. ↗. How to check a financial advisor →