CERCANO MANAGEMENT LLC is a Bellevue, Washington based financial advisory firm with nearly $8,000,289,154 in assets under management and provides investment advisory services for 34 clients. There are currently 45 financial advisors at the firm.
General Information |
| Firm CRD#: | 315897 | |
| SEC#: | 801-122903 | |
| Assets under Management: | $8,000,289,154 | |
| No. of Clients: | 34 | |
| No. of Advisors: | 45 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for pooled Investment, Portfolio Management for Business | |
| Fee Structure: | A Percentage of AUM, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 151298 | 801-71546 | 20722 | 149 | $3,580,994,144 |
| THE PACIFIC FINANCIAL GROUP, INC. | 105203 | 801-18151 | 19568 | 85 | $3,039,889,861 |
| EMPIRICAL WEALTH MANAGEMENT | 152622 | 801-72168 | 6280 | 65 | $4,178,934,091 |
| MOSS ADAMS WEALTH ADVISORS LLC | 108917 | 801-58074 | 4118 | 67 | $3,333,840,032 |
| LAIRD NORTON WEALTH MANAGEMENT | 113400 | 801-60345 | 2706 | 97 | $4,060,993,183 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | 801-20248 | 2659 | 35 | $3,862,918,534 |
| BADGLEY PHELPS WEALTH MANAGERS | 315440 | 801-121830 | 2340 | 23 | $4,206,191,970 |
| MERRIMAN | 166580 | 801-77544 | 2306 | 57 | $3,297,155,500 |
| THE CLARIUS GROUP, LLC | 173347 | 801-80681 | 968 | 35 | $3,721,039,806 |
| PACIFIC PORTFOLIO CONSULTING, LLC | 139505 | 801-66277 | 535 | 23 | $4,121,588,642 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 128990 | 801-62477 | 325 | 23 | $3,029,345,000 |
| WASHINGTON CAPITAL MANAGEMENT INC | 105253 | 801-14263 | 245 | 78 | $6,703,669,750 |
| SATURNA CAPITAL CORPORATION | 25586 | 801-35428 | 115 | 75 | $6,643,738,704 |
| APTITUDE INVESTMENT MANAGEMENT LP | 159070 | 801-74419 | 18 | 8 | $6,547,273,135 |
| FRAZIER HEALTHCARE PARTNERS | 157324 | 801-81162 | 17 | 68 | $4,050,015,567 |