Forbes Recognizes Leading Status of Convergent Wealth Advisors

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Convergent ranks number ten in Top 50 Wealth Managers

wealth management

Forbes Top 50 Wealth Managers

Recognition like this further encourages our team’s hard work and total dedication to client service.

Forbes magazine has named Convergent Wealth Advisors one of the top 10 “RIA Giants” on its 2013 list of The Top 50 Wealth Managers. This list is another representation of Convergent’s solid presence in the wealth management space. Demand for high-caliber, fee-only registered investment advisors (RIAs) is expected to continue to rise as managing wealth becomes more complex. Forbes claims that the asset growth in this space will continue to increase—in contrast with the wirehouse channel.

“We’re honored to be recognized by Forbes. Recognition like this further encourages our team’s hard work and total dedication to client service,” Convergent president and COO Douglas Wolford stated. Dave Zier, CEO, added, “Our success today is a direct result of our unwavering commitment to our clients and the trust we’ve earned from them over the past 19 years.”

The Forbes list ranked RIAs based on total assets using data as reported March 31, 2013. As the art and science of wealth management evolves, Convergent’s leadership will continue to be underpinned by the firm’s steady resolve to embrace new technology and dedication to improving the client experience.

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 Forbes ranking is based on data provided by RIA Database, which compiled the Top Advisor lists using data as reported March 31, 2013. The Top Advisor list ranked RIAs (registered investment advisors) based on total assets under management. Advisors qualified based on quantitative and qualitative factors. RIAs (registered investment advisors) qualified for the list if at least 50% of their clients include high net worth and/or non-high net worth individuals and conduct wealth management services including portfolio management services, asset allocation, manager selection and/or financial planning services. Firms that were dually registered with FINRA as a broker/dealer and firms where their primary business includes managing hedge funds or mutual funds were excluded. Firms affiliated with banks or broker/dealers were included. Firms with no or unreported assets under management as of March 31, 2011 were excluded from the lists. 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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