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

Awards & Accolades

Advisor earned the #1 spot in Maryland in the state-by-state list of Top 1,200 Financial Advisors
- 2014
Advisors earned the #1 spots in California and Maryland in the state-by-state list of Top 1,000 Financial Advisors
- 2013
Two advisors ranked on the list of nation's top 100 Financial Advisors
- 2013
Two advisors ranked #3 and #6 on list of nation's top 100 Independent Wealth Advisors
- 2013
Advisors earned the #1 spots in California and Maryland in the state-by-state list of Top 1,000 Financial Advisors
- 2012
2012 - Two Advisors ranked on list of the nation's Top 100 Financial Advisors
- 2012
Two advisors ranked #2 and #6 on list of nation's top 100 Independent Wealth Advisors
- 2012
Barron’s Profiles Convergent CEO Dave Zier
- 2012
Two Advisors ranked #1 and #3 on the list nation's Top 100 Independent Advisors
- 2011
Two Advisors ranked on 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
- 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
Selected as a Leading Wealth Advisor
- 2012
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Recognized as one of the Top 20 largest Registered Investment Advisors in the United States for the past six years
- 2013
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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 #2 in Total Assets on annual list of Top Wealth Managers
- 2010
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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