Convergent Wealth Advisors : Awards & Accolades

Office Locations

Corporate Headquarters
Washington, DC

Regional Offices
Los Angeles
New York
Portland

Awards & Accolades

2011	Steve Lockshin ranked #1 and Dave Zier ranked #3 in Top 100 Independent Advisors
2011	Steve Lockshin and Dave Zier ranked on the list of the nation's Top 100 Financial Advisors
2011	Dave Zier earned the #1 spot in Maryland and Steve Lockshin earned the #3 spot in California on state-by-state list of Top 1,000 Financial Advisors
2010	Steve Lockshin and Dave Zier ranked in the top five on list of the nation's Top 100 Independent Advisors
2010	Steve Lockshin ranked #5 and Dave Zier ranked #8 on list of the nation’s Top 100 Financial Advisors
2010	Steve Lockshin ranked on state-by-state list of Top 1,000 Advisors in California
2009	Steve Lockshin ranked #2 on list of the nation’s Top 100 Independent Financial Advisors.
2009	Steve Lockshin ranked #19 on list of the Top 100 Financial Advisors in the U.S. and represented one of only ten Registered Investment Advisors on the list

Financial Advisor Magazine

2011	Recognized as 5th largest Registered Investment Advisor in the United States
2010	Recognized as 3rd largest Registered Investment Advisor in the United States
2009	Recognized as 4th largest Registered Investment Advisor in the United States

AdvisorOne

2011	Ranked #2 in Total Assets on annual list of Top Wealth Managers
2010	Ranked #2 in Total Assets on annual list of Top Wealth Managers
2009	Ranked #15 on annual list of Top Wealth Managers

Washingtonian

2010	Steve Lockshin and Dave Zier recognized as Top Financial Advisors in Washington, DC area

Registered Rep

2011	Ranked #7 in Top 100 Registered Investment Advisors
2010	Ranked #7 in Top 100 Registered Investment Advisors
2009	Ranked #9 in Top 100 Registered Investment Advisors

National Association of Board Certified Advisory Practices

2011	Recognized as one of Washington's Premier Wealth Advisors

* AdvisorOne was formerly Wealth Manager.

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

The information contained in this summary is for informational purposes only and the views and opinions expressed in are the author’s own and not necessarily those of Convergent Wealth Advisors. This information contained in this summary does not constitute an offer or solicitation for any specific investment portfolio. Moreover, the information provided is not intended to be, and should not be construed as, investment, legal or tax advice. The information is subject to change and, although based upon information that Convergent Wealth Advisors considers reliable, is not guaranteed to accuracy or completeness. Convergent Wealth Advisors makes no warranties with regard to the information or results obtained by its use (or lack thereof) and disclaims any liability arising out of the use of, or reliance on, the information. Past performance is not indicative of future returns.