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.


2015—Convergent ranks #14 in Top 100 Wealth Managers Nationally

~ Forbes

2014—Advisor ranked in top 20 on list of nation's top 100 Independent Wealth Advisors

~ Barrons

Selected as Best RIA for High Net Worth Advisory – 2015

~ Private Asset Management

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

~ Private Asset Management

Steve Aucamp Recognized as a Top Money Manager in Washington, DC

~ Smart CEO

2014 - Ranked #6 on Forbes Top 50 Wealth Managers*

~ Forbes

 Ranked Third in the 2014 Luxury Institute’s Luxury Brand Status Index

~ Luxury Institute

2014 - Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past seven years

~ Financial Advisor

2014 - Financial Times Top 300 Financial Advisers

~ Financial Times
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News & Announcements

Commentary & Analysis

July 1, 2015
The dog days of summer have arrived early this year, and markets have not taken too kindly to the heat. While the U.S. economy is recovering from a...
June 1, 2015
May 4, 2015

Dollars & Sense Blog

July 1, 2015
The reality of a Greek default is not unprecedented. In fact, a person has a better chance of experiencing a Greek default...

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

For investors with between $1 million and $5 million in investable assets, please visit to learn more about Independence by ConvergentTM.