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.
Selected as Best RIA for High Net Worth Advisory – 2015
2014—Advisor ranked in top 20 on list of nation's top 100 Independent Wealth Advisors
Ranked Third in the 2014 Luxury Institute’s Luxury Brand Status Index
2014 - Financial Times Top 300 Financial Advisers
2014 - Ranked #6 on Forbes Top 50 Wealth Managers*
Stephanie Zaffos: Southern California Rising Star-2012
2014 - Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past seven years
2013 - Ranked #10 on Forbes Top 50 Wealth Managers
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.
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