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 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

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

~ Private Asset Management

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

~ Smart CEO
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News & Announcements

Commentary & Analysis

January 23, 2015
Due to global uncertainties, we expect increased volatility across markets this year. In the face of slowing global growth and the resulting...
January 15, 2015
January 9, 2015

Dollars & Sense Blog

January 12, 2015
2014 is in the books, marking the sixth year of the economic recovery and stock market rally off the credit crisis lows. U....
December 10, 2014
November 13, 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.