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.


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

Selected as Best Private Client Investment Platform – Client Service - 2013 

~ Private Asset Management
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News & Announcements

Commentary & Analysis

March 2, 2015
U.S. stocks broke a two-month losing streak in grand fashion amid firming oil prices and stabilization in Europe. The S&P 500 registered its best...
February 10, 2015
February 3, 2015

Dollars & Sense Blog

February 10, 2015
Markets have gotten a bit choppy as of late, with big swings in oil prices and interest rates causing investor angst....
January 12, 2015
December 10, 2014

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

For investors with between $1 million and $10 million in investable assets, please visit to learn more about Independence by ConvergentTM.