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Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader in wealth management, managing approximately $8.5 billion in assets for high net worth individuals and family offices nationwide (as of 3/31/14). As an independently operated affiliate of City National Bank, Convergent provides investment consulting services and customized wealth management solutions to investors with assets of $10 million and more.

Overview

Since its founding in 1994, Convergent Wealth Advisors has always sought to be ahead of the ultra-high net worth wealth management curve: embracing contrarian perspectives and alternative investments, pioneering an open architecture investing approach, building a strong in-house research capability and providing consolidated performance reporting. The company employs over 70 individuals representing a culture of excellence and seeking to provide innovative solutions aligned with the best interests of their clients. Four offices operate across the nation providing research, client services, and support: Washington, DC (headquarters), Los Angeles, New York and Portland (OR).

Company Structure

Convergent Wealth Advisors consists of two divisions designed to achieve the needs of both high net worth and ultra-high net worth investors. Independence by Convergent™ delivers to the $1 million investor the strategies and techniques used by the $100 million investor. For investors with over $10 million in investable assets, Convergent Wealth Advisors’ team of ultra-high net worth professionals are skilled at identifying and working with the specific needs associated with such wealth.

Recognition


 * Advisor earned the #1 spot in Maryland in the state-by-state list of Top 1,200 Financial Advisors (Barrons)
 * Advisor ranked # 10 on the list of nation's top 100 Financial Advisors (Barrons)
 * Selected as Best Private Client Investment Platform – Client Service (Private Asset Management)
 * 2013 - Ranked #10 on Forbes Top 50 Wealth Managers (Forbes)
 * Ranked #2 in Total Assets on annual list of Top Wealth Managers (Advisor One)
 * Selected as a Leading Wealth Advisor (Family Office Exchange)
 * Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past six years (Financial Advisor)
 * Recognized as one of Washington's Premier Wealth Advisors (Nabcap)
 * Ranked #2 in Total Assets on annual list of Top Wealth Managers (Registered Rep.)
 * Steve Aucamp Recognized as a Top Money Manager in Washington, DC (Smart CEO)
 * Dave Zier recognized as Top Financial Advisor in Washington, DC (Washintonian)
 * Stephanie Zaffos: Southern California Rising Star (Los Angeles Magazine)
 * Financial Times Top 300 Financial Advisors (Financial Times)
 * Recognized as one of Washington's Premier Wealth Advisors (Nabcap)
 * Ranked #2 in Total Assets on annual list of Top Wealth Managers (Registered Rep.)
 * Steve Aucamp Recognized as a Top Money Manager in Washington, DC (Smart CEO)
 * Dave Zier recognized as Top Financial Advisor in Washington, DC (Washintonian)
 * Stephanie Zaffos: Southern California Rising Star (Los Angeles Magazine)
 * Financial Times Top 300 Financial Advisors (Financial Times)
 * Dave Zier recognized as Top Financial Advisor in Washington, DC (Washintonian)
 * Stephanie Zaffos: Southern California Rising Star (Los Angeles Magazine)
 * Financial Times Top 300 Financial Advisors (Financial Times)
 * Stephanie Zaffos: Southern California Rising Star (Los Angeles Magazine)
 * Financial Times Top 300 Financial Advisors (Financial Times)
 * Financial Times Top 300 Financial Advisors (Financial Times)