The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

45. Zevenbergen Capital Investments

Zevenbergen Capital Investments, based in Edmonds, WA, is ranked No. 45 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $4.3B

Years in Business: 36

Accounts Under Management: 243

Previous appearances on FA 100 List: 3 (No. 36 in 2022)

Principals:

Nancy Zevenbergen, President, Co-Chief Investment Officer & Portfolio Manager

Anthony Zackery, Principal & Portfolio Manager

Joseph Dennison, Principal & Portfolio Manager

Contact:

zci.com

326 Admiral Way, Suite 200, Edmonds, WA 98020

(206) 682-8469