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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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

April 21, 2015
Weakening earnings helped keep U.S. large cap stocks in check during the first quarter. U.S. manufacturing activity, as well as corporate profits,...
April 13, 2015
April 1, 2015

Dollars & Sense Blog

April 17, 2015
A few major themes have been driving equity markets as of late—energy prices, currencies, and monetary policy. It should...

$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.