Barron’s Honor Highlights Convergent Wealth Advisors

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Convergent Wealth Advisors marks five consecutive years in the Barron’s Top 100.

Top Independent Advisory Firms

Dave Zier and Steve Lockshin

Convergent takes great pride in our experience and expertise with this clientele, understanding their unique needs and offering the top-notch service they expect and deserve.

Convergent Wealth Advisors announced its inclusion on the Barron’s 2013 ranking of the Top 100 Financial Advisors. This accolade is Convergent’s fifth consecutive appearance on the list, which includes both top independent advisory firms and large wirehouses. Convergent is the only independent advisory firm with two advisers ranked in the top 15. Specializing in client portfolios of $10 million or more, Convergent has again been recognized as a leading wealth adviser.

“To be included in this Barron’s ranking highlights Convergent’s commitment to developing and maintaining client relationships,” said chairman Steve Lockshin, who was rated number 2 on the national list, his third consecutive ranking in the top ten. CEO David Zier, also included on this list at number 12, added, “Many investors are seeking a more savvy advisory relationship. Convergent takes great pride in our experience and expertise with this clientele, understanding their unique needs and offering the top-notch service they expect and deserve.”

About Convergent Wealth Advisors

Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over $10 billion in assets (as of December 31, 2012). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices with investable assets of $10M and more. Independence by Convergent™ is a division of Convergent focused on servicing clients with $500,000 and more in investable assets.

Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR.

Media Contact: Douglas Wolford | 301.284.1112 | Doug.Wolford (at) ConvergentWealth (dot) com

The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management (Convergent provided AUA as of 12.31.12 for this ranking criterion), revenue produced for the firm, regulatory record, and quality of practice. Quality of practice includes an advisor’s regulatory/compliance record and philanthropic and charitable work. Non-deposit investment products are not FDIC insured, are not deposits or other obligations of Convergent Wealth Advisors, are not guaranteed by Convergent Wealth Advisors and involve investment risks, including the possible loss of principal.

Convergent is a majority-owned subsidiary of Convergent Capital Management, which is a subsidiary of City National Corporation (NYSE:CYN), the parent company of City National Bank.

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Douglas Wolford
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