The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

27. Zevenbergen Capital Investments

CNBC.com staff@CNBC
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Zevenbergen Capital Investments, based in Edmonds, Washington, is ranked No. 27 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $4.4B (AccuPoint Solutions)

Years in Business: 20 (AccuPoint Solutions)

Accounts Under Management: 327 (AccuPoint Solutions)

Previous appearances on FA 100 List: 4 (No. 45 in 2023)

Principals:

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

Joseph Dennison, Principal & Portfolio Manager; Anthony Zackery, Principal & Portfolio Manager

Contact:

zci.com

326 Admiral Way, Suite 200, Edmonds, WA 98020

(206) 682-8469

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