Those who cover the wealth management industry keep a close watch on Convergent.

Awards & Accolades

Steve Lockshin ranked #1 in California and Dave Zier ranked #1 in Maryland on state-by-state list of Top 1,000 Advisors
- 2013
Steve Lockshin ranked #2 and Dave Zier ranked #12 on list of nation's top 100 Financial Advisors
- 2013
Steve Lockshin ranked #2 and Dave Zier ranked #6 on list of nation's top 100 Independent Advisors
- 2012
Barron’s Profiles Convergent CEO Dave Zier
- 2012
Steve Lockshin ranked #1 in California and Dave Zier ranked #1 in Maryland on state-by-state list of Top 1,000 Advisors
- 2012
Steve Lockshin and David Zier ranked on list of the nation's Top 100 Financial Advisors
- 2012
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 ranked #1 in Maryland and Steve Lockshin ranked #3 in California on state-by-state list of Top 1,000 Advisors
- 2011
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
- 2010
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Selected as Best Private Client Investment Platform—Client Service in 2013
- 2013
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2013 - Ranked #10 on Forbes Top 50 Wealth Managers
- 2013
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Ranked #2 in Total Assets on annual list of Top Wealth Managers
- 2011
Ranked #2 in Total Assets on annual list of Top Wealth Managers
- 2010
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Selected as a Leading Wealth Advisor
- 2012
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Recognized as one of the Top 10 largest Registered Investment Advisors in the United States for the past four years
- 2012
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Recognized as one of Washington's Premier Wealth Advisors
- 2012
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Ranked #7 in Top 100 Registered Investment Advisors
- 2011
Ranked #7 in Top 100 Registered Investment Advisors
- 2010
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Steve Aucamp Recognized as a Top Money Manager in Washington, DC
- 2012
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Dave Zier recognized as Top Financial Advisor in Washington, DC
- 2012
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