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Top Financial Advisor Firms in Oregon

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Finding a Top Financial Advisor Firm in Oregon

SmartAsset has devised this list of the top 10 financial advisor firms in Oregon so that residents can find the firm that’s right for them. In order for you to differentiate exactly what each firm can offer you, we’ve identified each of the firm’s fees, investment strategies, specialties and other important facts in detailed reviews below. For those who prefer automated, question-based searches, the SmartAdvisor tool can set you up with financial advisors in your area.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Ferguson Wellman Capital Management, Inc. Ferguson Wellman Capital Management, Inc. logo Find an Advisor

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$5,152,270,000 $3,000,000
  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$3,000,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
2 Becker Capital Management, Inc. Becker Capital Management, Inc. logo Find an Advisor

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$4,238,865,600 Varies based on account type
  • Financial planning services
  • Portfolio management

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning services
  • Portfolio management
3 Vista Capital Partners, Inc. Vista Capital Partners, Inc. logo Find an Advisor

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$1,365,473,000 $2,000,000
  • Financial planning services
  • Portfolio management

Minimum Assets

$2,000,000

Financial Services

  • Financial planning services
  • Portfolio management
4 Phillips & Company Advisors, LLC Phillips & Company Advisors, LLC logo Find an Advisor

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$993,030,000 $100,000
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
  • Foundation and endowment consulting

Minimum Assets

$100,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
  • Foundation and endowment consulting
5 Sapient Private Wealth Management, LLC Sapient Private Wealth Management, LLC logo Find an Advisor

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$952,119,800 $5,000 minimum annual fee
  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$5,000 minimum annual fee

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
6 Confluence Wealth Management, LLC Confluence Wealth Management, LLC logo Find an Advisor

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$678,872,600 $1,000,000
  • Financial planning services
  • Portfolio management 
  • Pension consulting services

Minimum Assets

$1,000,000

Financial Services

  • Financial planning services
  • Portfolio management 
  • Pension consulting services
7 Cable Hill Partners, LLC Cable Hill Partners, LLC logo Find an Advisor

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$617,217,000 Varies based on account type
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
8 Vision Capital Management, Inc. Vision Capital Management, Inc. logo Find an Advisor

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$583,467,000 Varies based on account type
  • Financial planning services
  • Portfolio management 
  • Educational seminars/workshops

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning services
  • Portfolio management 
  • Educational seminars/workshops
9 Sigma Investment Management Company Sigma Investment Management Company logo Find an Advisor

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$488,477,400 $500,000
  • Financial planning services
  • Portfolio management 
  • Pension consulting services
  • Consulting to financial institutions and high-net-worth families

Minimum Assets

$500,000

Financial Services

  • Financial planning services
  • Portfolio management 
  • Pension consulting services
  • Consulting to financial institutions and high-net-worth families
10 McGee Wealth Management, Inc. McGee Wealth Management, Inc. logo Find an Advisor

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$447,657,000 Varies based on account type
  • Financial planning services
  • Portfolio management 
  • Selection of other advisors (including private fund managers)

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning services
  • Portfolio management 
  • Selection of other advisors (including private fund managers)

How We Found the Top Financial Advisor Firms in Oregon

Our SmartAsset personal finance experts only considered financial advisor firms in Oregon that are registered with the U.S. Securities and Exchange Commission (SEC) for placement on this list. That’s because all SEC-registered firms are bound by fiduciary duty, which requires them to act in clients’ best interests. We removed firms from contention if they didn’t manage individual accounts, didn’t offer financial planning services or had disciplinary issues. The top firms that met these requirements are listed below, sorted from the most assets under management (AUM) to the least.

Ferguson Wellman Capital Management, Inc.

Ferguson Wellman Capital Management, Inc.

Ferguson Wellman Capital Management, Inc. is more than 10 times the size of the last firm on this list, Tru Independence Asset Management. Ferguson has more than $5.15 billion in assets under management (AUM), which earned it the top spot on SmartAsset’s list of the top financial advisor firms in Portland

This fee-only firm has about 640 individual clients, and nearly 620 of them are high-net-worth individuals. Trusts, estates, charitable organizations, foundations, endowments, Taft-Hartley plans and businesses make up the rest of this firm’s typical clientele. You must have at least $3 million in investable assets to open an account.

Ferguson Wellman boasts plenty of certifications on its staff. The advisory team consists of a total of eight chartered financial analysts (CFAs), six certified financial planners (CFPs), two certified trust and financial advisors (CTFAs), one chartered alternative investment analyst (CAIA) and one chartered market technician (CMT).

Ferguson Wellman Capital Management, Inc. Background

The owners of Ferguson Wellman Capital Management, Inc. include CEO James Rudd, COO Steven Holwerda, CIO George Hosfield and principals Dean Dordevic and Marc Fovinci. The firm was established in 1975, affording it the title of the oldest firm on this list.

This firm has chosen to keep things extremely simple as far as its offered services go, sticking to financial forecasting, estate planning, budget management, tax guidance and charitable giving planning. You can customize these plans as you prefer, or add in others.

Ferguson Wellman Capital Management, Inc. Investing Strategy

Rather than conform to popular investment philosophies like Modern Portfolio Theory, Ferguson Wellman Capital Management, Inc. relies much more on its own collective wisdom to build investment plans. The firm’s strategies vary in level of risk tolerance, and they typically revolve around large-cap domestic equities, fixed-income and international equities in developed and emerging markets.

However, the one thing that remains constant at this firm is its active management of investments and portfolios. Other areas of focus for Ferguson Wellman include tax and cost efficiency, as both are important factors to consider to ensure an investment fits your personal profile.

Becker Capital Management, Inc.

Becker Capital Management, Inc.

Becker Capital Management, Inc. is the second firm on SmartAsset’s list of the top financial advisor firms in Portland. It is a fee-only firm with a wide range of typical clientele. This firm works with individuals (both high-net-worth and not), estates, trusts, 401(k) plans, endowments, foundations, public funds, pension and profit-sharing plans, corporations, Taft-Hartley funds, pooled funds and mutual funds.

The account minimum at Becker varies depending on which type of account you want to open. You need at least $1 million for individual investment management, while institutional portfolio management calls for a $3 million minimum. 

The 14-person advisory team at this firm has a total of seven certifications. There are three chartered financial analysts (CFAs), three certified financial planners (CFPs) and one certified private wealth advisor (CPWA).

Becker Capital Management, Inc. Background

Becker Capital Management, Inc. was established in 1976, making it just a year younger than the oldest firm on this list. It is an employee-owned firm, with CEO Janeen McAninch, president Pat Becker, Jr. and CIO Blake Howells holding the largest shares.

Individual and institutional clients of Becker aren’t squeezed into premade advisory services when they join the firm. Instead, Becker Capital Management pairs clients with the appropriate services after analyzing their financial needs.

Becker Capital Management, Inc. Investing Strategy

In effort to increase the consistency of its success, Becker Capital Management, Inc. has developed a four-step process for portfolio creation. For step one, the firm has built a constantly evolving “monitor list,” where it keeps track of new investment ideas that it’s come up with. To assess these new strategies, the firm then extensively analyzes each one. Those that pass the test are moved onto the firm’s “buy list.”

Based on what’s been proven by research, Becker implements these strategies according to your needs, investing in roughly 55 to 65 companies. As your portfolio matures, the firm will keep a watchful eye on it so that it can quell potential problems as soon as it notices them.

Vista Capital Partners, Inc.

Vista Capital Partners, Inc.

Vista Capital Partners, Inc. offers one of the simplest fee schedules on this list, as its advisory fees are based solely on a percentage of assets under management (AUM). The only firms with comparable fee schedules are Ferguson Wellman Capital Management, Inc. and Vision Capital Management, Inc. The rest of the firms on this list also charge some combination of fixed fees and hourly rates in addition to asset-based fees.

Vista Capital Partners serves seven times as many non-high-net-worth individuals as high-net-worth individuals. The firm reserves the right to waive its $2 million stated account minimum.

Vista earned the third spot on SmartAsset’s list of the top 10 financial advisor firms in Portland. It is a fee-only firm. On staff, there are eight certified financial planners (CFPs) and three chartered financial analysts (CFAs).

Vista Capital Partners, Inc. Background

Visa Capital Partners, Inc. was opened in 2001. It is an employee-owned firm. The team of advisors at the firm have anywhere from just a few years of experience to many years, giving it a wide range of perspectives.

Should you become a client of this firm, the following services will be made available to you:

  • Business succession planning
  • Investment management
  • Retirement planning
  • Estate planning
  • Diversification planning
  • Philanthropic giving
  • Tax management

Vista Capital Partners, Inc. Client Experience

Visa Capital Partners, Inc. says that it strives to become the “financial quarterback” of its clients’ lives. It attempts to do this by first getting to know your personal financial needs and goals. To determine these important pieces of information, your advisor will speak with you specifically about your risk tolerance, time horizon and liquidity needs.

The firm wants clients to know that although there may be short-term dips in value, its portfolios are built for long-term success. This is largely because of the investments that the firm typically uses in client portfolios, which include stocks, bonds, global real estate investment trusts (REITs), cash, cash equivalents and index funds.

Phillips & Company Advisors, LLC

Phillips & Company Advisors, LLC

Phillips & Company Advisors, LLC is a fee-based firm that manages just less than $1 billion in assets. This firm placed fourth on SmartAsset's list of the top financial advisors in Portland. You'll need $100,000 to become a client of Phillips.

There is a 15-person advisory staff working at Phillips & Company Advisors. Despite a sizable group of advisors, there are no certifications between them. Typical clients of this firm include individuals both with and without a high net worth, businesses, charitable organizations and retirement plans.

Certain advisors at Phillips & Company may sell insurance policies for additional commission-based earnings. While this represents a potential conflict of interest, the firm is bound by fiduciary duty, legally binding it to act in your best interest.

Phillips & Company Advisors, LLC Background

Phillips & Company Advisors originally opened under a different name, Phillips & Company Securities, Inc., in 2004. However, in 2011, the firm underwent a rebranding that saw it take its current title. CEO Tim Phillips founded the firm and is its principal owner. While the firm has minority owners, none hold more than 5% of the company's shares.

Phillips & Company has a wide range of advisory services surrounding the overarching category of investment advisory.

Phillips & Company Advisors, LLC Investing Strategy

Long-term investing is the most commonly utilized strategy at Phillips & Company Advisors. Under the right client circumstances, though, it may also use short-term purchases and frequent trading strategies. Although these can sometimes be dangerous financial moves because of inflated trading costs, clients with higher risk tolerances may prefer them due to the inherent upside for better returns.

In some situations, taxes can be a major hindrance to the quality of an investment portfolio. To combat this, the firm's advisors will look to be as tax efficient as possible.

Sapient Private Wealth Management, LLC

Sapient Private Wealth Management, LLC

Sapient Private Wealth Management, LLC is a fee-only firm located in Eugene, Oregon. Its a large financial advisory operation, as it employs 15 advisors and manages $952 million. There are five advisory certifications at Sapient, including two certified financial planners (CFPs), one certified investment management analyst (CIMA), one certified private wealth advisor (CPWA) and one certified income specialist (CIS).

The client base at this firm is split nearly 50/50 between individuals and high-net-worth individuals. Estates, trusts, charitable organizations, corporations and ERISA plans make up the rest of Sapient's typical clientele. Rather than institute a minimum investment amount, Sapient's services call for a minimum annual fee of $5,000.

Sapient Private Wealth Management, LLC Background

CEO Greg Erwin, wealth manager emeritus King Martin and wealth manager Alan Rexius co-founded Sapient Private Wealth Management in 2010. Today, the firm is a wholly-owned subsidiary of Focus Operating, LLC, which is in turn a subsidiary of Focus Financial Partners, LLC, a collection of wealth management firms.

Clients of Sapient will have access to wealth management and investment management. Here's a breakdown of some of the services the firm can provide:

  • Tax planning
  • Retirement planning
  • Philanthropy planning
  • Education cost planning
  • Estate planning
  • Risk management
  • Cash flow management

Sapient Private Wealth Management, LLC Investing Strategy

Similar to much of its competition, Sapient Private Wealth Management chooses to focus on a long-term investment philosophy. To support this ideology, Sapient favors investment types like separately managed accounts (SMAs), ETFs and mutual funds. Although many of these investments come with built-in management, your advisor will personalize your portfolio's design to your specific risk- and goal-based profile. Regardless of whether your future financial plans change, the firm offers ongoing rebalances so that your prespecified asset allocation will remain in place. If the asset allocation eventually is not delivering the results you need, the firm will create a new one.

Confluence Wealth Management, LLC

Confluence Wealth Management, LLC

Confluence Wealth Management, LLC is a fee-only financial advisor firm that has a required minimum account size of $1 million. Even with this high barrier to entry, the firm has an almost even number of individual clients with and without a high net worth. Besides these groups, the firm also has a history of working with families, private trusts, estates, foundations, endowments, charitable organizations and corporate employer retirement plans.

Although it has around $680 million in assets under management (AUM), this firm has only seven employees on its team of advisors and investment researchers. Throughout this group, there is a variation of certified financial planners (CFPs), chartered financial analysts (CFAs) and certified public accountants (CPAs).

Confluence placed fifth on SmartAsset’s list of the top financial advisor firms in Portland.

Confluence Wealth Management, LLC Background

CEO Kathleen Kee is the principal owner of Confluence Wealth Management, LLC. She’s spent more than 30 years in financial management. Confluence was created in 2011, making it one of the youngest firms on this list.

You’ll find a multitude of services available at this firm, including:

  • Cash flow management
  • Education cost planning
  • Estate planning
  • Retirement planning
  • Financial planning
  • Investment management
  • Tax planning
  • Risk management
  • Income distribution

Confluence Wealth Management, LLC Investing Strategy

In general, Confluence Wealth Management, LLC considers tax sensitivity, socially responsible preferences, growth/income/capital preservation objectives and risk tolerance in all of its client portfolios. However, the firm also takes into account each client’s investment experience, cash flow needs and time horizon. 

The firm uses a combination of active and passive investment management. The investments that will inhabit your portfolio will vary depending on the type of portfolio you open with Confluence. In general though, the firm invests in exchange-traded funds (ETFs), equities, no-load mutual funds, U.S. bonds, commodities and REITs.

Cable Hill Partners, LLC

Cable Hill Partners, LLC

As the sixth firm on SmartAsset’s list of the top financial advisor firms in Portland, Cable Hill Partners, LLC has more than $600 million in assets under management. The firm primarily works with high-net-worth individuals and individuals, though its client base also includes estates, trusts, businesses, retirement plans and charitable organizations. While most accounts at this firm don’t require a minimum, a retirement plan advisory account calls for an initial investment of $1 million.

This fee-only firm has a total of nine advisor certifications across its 10-person team. There are six certified financial planners (CFPs), two certified investment management analysts (CIMAs) and one chartered retirement plans specialist (CRPS) on staff.

Cable Hill Partners, LLC Background

Cable Hill Partners was founded in 2014. It is independently owned by its three founders: managing director David Christian, CIO Jeffrey Krum and partner Brian Hefele.

Following a detailed assessment of your present financial situation and future goals, this firm will pair you with one or more of these advisory services:

  • General portfolio management
  • Risk management
  • Tax management
  • Estate planning
  • Cash flow management
  • Philanthropic gift planning
  • Cash management

Cable Hill Partners, LLC Investing Strategy

Investing for the long term is what Cable Hill Partners, LLC is focused on for nearly all of its clients. That doesn’t mean that if you have short-term goals the firm can’t oblige. Rather, it will help you meet short-term goals by working towards long-term success.

Although most of the investment purchases made by this firm are held for longer than a year, it does use some short-term purchases to satisfy clients’ liquidity needs. The firm may also end up holding investments for less than a year if it rebalances your portfolio.

Vision Capital Management, Inc.

Vision Capital Management, Inc.

Vision Capital Management, Inc. is based in Portland, where it placed seventh on SmartAsset’s list of the top financial advisor firms in the city. At this fee-only firm, there are four chartered financial analysts (CFAs), three certified financial planners (CFPs), one certified private wealth advisor (CPWA), one certified public accountant (CPA), one certified divorce financial analyst (CDFA) and one chartered mutual fund counselor (CMFC).

Vision Capital Management has almost 400 high-net-worth clients but fewer than 20 non-high-net-worth clients. Trusts, estates, IRAs, self-directed 401(k) accounts, corporate pension and profit-sharing plans, corporations, municipalities and charitable organizations comprise the rest of the firm’s client base. 

The firm’s minimum investment varies by account type. For those looking to open a large-cap growth, dividend growth or fixed-income portfolio, you’ll need at least $250,000 to invest. On the other hand, the firm’s vision vaxa dynamic portfolios require a base investment of just $5,000. Other services come with a minimum annual fee.

Vision Capital solely charges fees based on a percentage of assets under management. Most other firms on this list will charge additional hourly and fixed fees.

Vision Capital Management, Inc. Background

Sue McGrath and Marina Johnson, the firm's president and CIO, respectively, founded Vision Capital Management in 1999. The firm remains in their control to this day, along with director of client relationships Sarah Quist and director of compliance and operations Clifford Yount. The mother-daughter team has around 60 years of financial management experience between them.

For those who are looking for proven financial planning services, Vision Capital has a numerous options available. These include portfolio management, retirement planning, estate planning, divorce settlement planning, intergenerational wealth transfer, college fund planning and insurance planning.

Vision Capital Management, Inc. Investing Strategy

Vision Capital Management, Inc. strives to build globally diversified portfolios. The firm uses global asset classes that it chooses through its market forecasting efforts. Once these have been decided on, the firm creates a risk tolerance-based asset allocation for the portfolio.

The following asset classes make up a large portion of client portfolios at this firm: U.S. large-cap stocks, U.S. mid-cap stocks, U.S. small-cap stocks, international stocks, emerging market stocks, real estate, U.S. corporate bonds, municipal bonds, high yield bonds and government bonds. Vision Capital is not averse to using exchange-traded funds (ETFs) and individual stocks and bonds as well.

Sigma Investment Management Company

Sigma Investment Management Company

Sigma Investment Management Company has nearly $500 million in client assets under management. The firm took eighth place on SmartAsset's list of the top financial advisors in Portland, Oregon. The fee-only firm offers three chartered financial analysts (CFAs), two certified financial planners (CFPs) and one certified public accountant (CPA).

High-net-worth individuals represent the highest percentage of Sigma's client base, with individuals, retirement plans, charitable organizations, businesses and non-qualified profit-sharing plans rounding it out. New clients are required to have $500,000 in investable assets.

Sigma Investment Management Company Background

Established in 1992, Sigma Investment Management Company is under the principal ownership of three employees: CEO and CIO William Berg, president Harmon P.W. Laurin and vice president Timothy Wylder. Berg is the founder of the firm and has been in the financial services field for almost 35 years.

Investment management, consulting and retirement plan services are Sigma's main services. Individual-specific offerings include retirement income planning, business succession planning, college funding planning and more.

Sigma Investment Management Company Investing Strategy

Portfolio customization is at the core of how Sigma manages the investments of its clients. The firm utilizes a series of consultations, questionnaires and computer software to pin down exactly what your risk tolerance, time horizon and liquidity needs are so that you can reach your eventual goals. Stocks, mutual funds, ETFs, bonds and other fixed-income securities are most often used to flesh out Sigma's proprietary portfolios.

McGee Wealth Management, Inc.

McGee Wealth Management, Inc.

McGee Wealth Management, Inc. (MWM) is a Portland-based firm that finished in ninth place on SmartAsset's list of the top financial advisor firms in the city. The minimum investment requirements at the firm are variable. Asset management services call for at least $25,000, whereas some of the investments in its Raymond James-partnered E&M Program range up to $75,000.

More than three-quarters of McGee's clients are individuals, though it boasts over 120 high-net-worth individual clients as well. The firm also has services available for retirement plans, IRAs, trusts, estates, state and municipal government entities, charitable organizations and banks.

Even though McGee employs just six financial advisors, it has six advisory certifications to match them. This list includes four certified financial planners (CFPs), one chartered retirement planning counselor (CRPC) and one chartered financial consultant (ChFC).

As a fee-based firm, some of McGee Wealth Management's advisors can earn income from more than just asset-based fees. In particular, this refers to commissions your advisor could earn for transactions that are made in accordance with Raymond James' published commission schedule. Despite this, the firm is a fiduciary, which legally binds it to act in clients' best interests at all times.

McGee Wealth Management, Inc. Background

CEO and chair Judith McGee founded McGee Wealth Management in 1983, making it one of the oldest firms on this list. In 1979, prior to MWM's creation, McGee became one of the first women to attain the title of CFP. Barron's also ranked McGee as the top financial advisor in Oregon from 2014-2018. The firm's ownership is split between Judith McGee and president and CCO D. Linette Dobbins.

MWM provides a few different types of financial planning and investment management, including retirement planning, insurance planning, tax management, estate planning and portfolio management. It even has services specifically for multigenerational families, sports industry professionals, entrepreneurs, business owners, tech and engineering professionals, values-based investors and individuals in transition.

McGee Wealth Management, Inc. Investing Strategy

Many of the investment decisions that McGee Wealth Management makes are goal-based and, in turn, have an ultimate purpose based in practicality. The firm is a major proponent for fixed-income and pre-diversified investments, like bonds, ETFs and mutual funds.

Should your risk tolerance support it, investing in stocks isn't out of the question, though. This is evident in McGee's flexible usage of short-term purchases and quick trading. Many modern firms have veered away from strategies like these, as long-term investing has grown in popularity. However, the firm's ability to pivot between both styles holds value.

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about cost of living in retirement there.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. Using that calculation, we determined how many years $1 million would last in retirement in each major city.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors throughout the country. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%, reflecting the typical return on a conservative investment portfolio. Finally, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would last in each of the cities in our study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research