2010:

• Steve Lockshin ranked No. 4 in the state of California on Barron's list of Top 1,000 Advisors. George Dunn ranked No. 9 in Maryland and Lori Van Dusen ranked No. 46 in New York.

2009:    

• Steve Lockshin ranked No. 2 on Barron's list of Top 100 Independent Financial Advisors. George Dunn and Lori Van Dusen also ranked in the top 100.
• Convergent's CEO, Steve Lockshin, ranked No. 19 by Barron's on their list of the Top 100 Financial Advisors in the US.  Represented one of only ten Registered Investment Advisors on the list.
• Ranked No. 15 by Wealth Manager in their annual list of Top Wealth Managers
• Ranked No. 9 in Registered Rep's Top 100 Registered Investment Advisors
• Recognized by Financial Advisor Magazine as the fourth largest Registered Investment Advisor in the United States

2008:

• Nominated for High Net Worth Leader of the Year award by Institutional Investor's Private Asset Management
• Recognized by Financial Advisor Magazine as the third largest Registered Investment Advisor in the United States

2007:    

• Recognized as No. 8,  Wealth Manager's "TOP DOG" Report 

2006:  

• Recognized as No. 15,  Bloomberg’s  "THE STARS"
• Recognized for Outstanding Community Service, City of Rockville, MD
• Internship Excellence Award, Undergraduate Practice Opportunities Program, Massachusetts Institute of Technology

2005:

• Recognized as No. 7, Bloomberg's Top Wealth Managers
• Recognized for Outstanding Community Service, City of Rockville, MD
• Internship Excellence Award, Undergraduate Practice Opportunities Program, Massachusetts Institute of Technology

2004:

• Recognized as Advisory Firm of the Year by Private Asset Management
• Recognized as No. 6, Bloomberg's Top Wealth Managers
• Recognized for Outstanding Community Service, City of Rockville, MD
• Internship Excellence Award, Undergraduate Practice Opportunities Program, Massachusetts Institute of Technology

2003:

• Internship Excellence Award, Undergraduate Practice Opportunities Program, Massachusetts Institute of Technology

2002:

• Internship Excellence Award, Undergraduate Practice Opportunities Program, Massachusetts Institute of Technology
• Nominated for High Net Worth Leader of the Year award by Institutional Investor's Private Asset Management
• Recognized by Financial Advisor Magazine as the third largest Registered Investment Advisor in the United States
• Recognized by Financial Advisor Magazine as the fourth largest Registered Investment Advisor in the United States

 Click here to for the ranking criteria for the above awards and accolades.