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

Awards & Accolades

Advisor ranked in top 20 on list of nation's top 100 Independent Wealth Advisors
- 2014
Selected as Best RIA for High Net Worth Advisory – 2015
- 2015
Selected as Best Private Client Investment Platform Client Service 2013
- 2013
Ranked #14 on the Top 100 Managers list
- 2015
2014 - Ranked #6 on Forbes Top 50 Wealth Managers*
- 2014
2013 - Ranked #10 on Forbes Top 50 Wealth Managers
- 2013
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
Selected as a Leading Wealth Advisor
- 2012
Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past seven years
- 2014
Ranked #7 in Top 100 Registered Investment Advisors
- 2011
Ranked #2 in Total Assets on annual list of Top Wealth Managers
- 2010