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.


2014 - Advisor earned the #1 spot in Maryland in the state-by-state list of Top 1,200 Financial Advisors

~ Barrons

Stephanie Zaffos: Southern California Rising Star-2012

~ Los Angeles Magazine

2013—Two advisors ranked #3 and #6 on list of nation's top 100 Independent Wealth Advisors

~ Barrons

2013 - Two advisors ranked on the list of nation's top 100 Financial Advisors

~ Barrons

2013 - Advisors earned the #1 spots in California and Maryland in the state-by-state list of Top 1,000 Financial Advisors

~ Barrons

2013 - Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past six years

~ Financial Advisor

2013 - Ranked #10 on Forbes Top 50 Wealth Managers

~ Forbes

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

~ Private Asset Management

2012 - Two Advisors ranked on list of the nation's Top 100 Financial Advisors

~ Barrons
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News & Announcements

Commentary & Analysis

April 14, 2014
U.S. stock markets finished the first quarter of 2014 near record highs. However, returns that on the surface appear tranquil, masked trading that...
April 11, 2014
March 11, 2014

Dollars & Sense Blog

April 23, 2014
What if you spent a lot of time, effort, and money on carefully drafting your estate plan, only to realize that you forgot...
April 15, 2014
April 14, 2014

$1,000,000 ~ $10,000,000

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