Some of the nation’s wealthiest individuals and families rely on our wealth management advisors to manage their financial lives.
Convergent helped pioneer the open architecture approach to investing, among wealth management companies.
We work to protect your wealth.
How you enjoy that wealth is up to you.
2015—Convergent ranks #14 in Top 100 Wealth Managers Nationally
In this guide, we offer our suggestions for turning estate planning into a chance to pass on values—not just assets—to the next generation and beyond. Read full article here.
2014—Advisor ranked in top 20 on list of nation's top 100 Independent Wealth Advisors
Selected as Best RIA for High Net Worth Advisory – 2015
Selected as Best Private Client Investment Platform – Client Service - 2013
For investors with between $1 million and $5 million in investable assets, please visit Independence.com to learn more about Independence by ConvergentTM.
12505 Park Potomac Avenue Suite 400 Potomac, Maryland 20854Get Directions
2000 Avenue of the Stars Suite 550-N Los Angeles, California 90067Get Directions
400 Park Avenue 7th Floor New York, New York 10022Get Directions
720 SW Washington Street Suite 720 Portland, Oregon 97205Get Directions