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Convergent Wealth Advisors Recognized in Wealth Manager's 2007 "Top Dogs" Ranking
JUL 17 2007WASHINGTON, DC- Convergent Wealth Advisors (formerly Lydian Wealth Management) has been recognized as the No. 8 Top Advisory Firm in Wealth Manager Magazine's 2007 "Top Dogs" Ranking, its seventh annual ranking of America's top wealth managers. In addition to being ranked No. 8 out of 464 potential candidates, Convergent Wealth Advisors also had the highest number of client relationships, the highest total assets under management (AUM), and the highest number of professionals compared with the other nine firms recognized in the top 10. Wealth Manager ranked the 464 recognized firms based on average AUM per client, which is calculated by dividing the total firm AUM by the number of client relationships. To be considered for ranking, a firm must be registered investment advisors with its own IARD/CRD numbers, half of its clients must be individuals, and it must offer financial planning services. Convergent Wealth Advisors takes pride in being recognized as one of the nation's Top Advisory Firms and looks to continue its recognition in Wealth Manager's 2008 rankings. About Convergent Wealth Advisors Media Contact: « Back to List |
