2010:

• Ranked No. 2 in Total Assets by Wealth Manager in their annual list of Top Wealth Managers
• Ranked No. 7 in Registered Rep's Top 100 Registered Investment Advisors
• Recognized by Financial Advisor Magazine as the 3^rd largest Registered Investment Advisor in the United States
• Lori Van Dusen nominated as a 2010 finalist for Nonprofit Consultant of the Year by Foundation & Endowment
• Lori Van Dusen ranked No. 12 on Barron's list of the nation's Top 100 Women Advisors
• Steve Lockshin ranked No. 5 and Dave Zier ranked No. 8 on Barron's list of the nation's Top 100 Financial Advisors
• 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.  We 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 4^th 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.