Invest Well

Some of the nation’s wealthiest individuals and families rely on our wealth management advisors to manage their financial lives.

Manage Well

Convergent helped pioneer the open architecture approach to investing, among wealth management companies.

Live Well

We work to protect your wealth.
How you enjoy that wealth is up to you.

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2015—Convergent ranks #14 in Top 100 Wealth Managers Nationally

~ Forbes

Selected as Best RIA for High Net Worth Advisory – 2015

~ Private Asset Management

2014—Advisor ranked in top 20 on list of nation's top 100 Independent Wealth Advisors

~ Barrons

 Ranked Third in the 2014 Luxury Institute’s Luxury Brand Status Index

~ Luxury Institute

2014 - Financial Times Top 300 Financial Advisers

~ Financial Times

2014 - Ranked #6 on Forbes Top 50 Wealth Managers*

~ Forbes

Stephanie Zaffos: Southern California Rising Star-2012

~ Los Angeles Magazine

2014 - Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past seven years

~ Financial Advisor

2013 - Ranked #10 on Forbes Top 50 Wealth Managers

~ Forbes
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News & Announcements

Commentary & Analysis

May 4, 2015
Investors continue to favor equities as stock markets produced positive performance across the globe. Leading the advance was emerging markets, most...
April 21, 2015
April 13, 2015

Dollars & Sense Blog

May 20, 2015
When it comes to investing, it's not what you make but what you keep (post fees/taxes) that counts. And while fees can get...

$1,000,000 ~ $5,000,000

For investors with between $1 million and $5 million in investable assets, please visit Independence.com to learn more about Independence by ConvergentTM.