Barron’s Recognizes Convergent Wealth Advisors as Top Financial Advisor

David Zier #1 Financial Advisor in Maryland

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Dave Zier

Dave Zier

Our success as a firm is built upon the concept of teamwork. This ranking is a reflection of our entire company, rather than me as an individual.

Washington, D.C. (PRWEB) March 03, 2014

Convergent Wealth Advisors has announced a fourth consecutive number one ranking for CEO Dave Zier on Barron’s 2014 Top 1,200 Advisors: State-by-State Ranking. Zier secured the #1 spot in Maryland. The Barron’s ranking list includes both independent advisory firms and large wirehouses. Barron’s takes assets managed, revenue produced, and quality of practice into consideration when ranking advisors from data provided by over 4,000 of the nation’s most productive advisors.

“We’re proud of Dave and all he has accomplished. He is a top industry talent and has been able to maintain the number one spot through the incredible support system he has at Convergent,” says Douglas Wolford, COO and President of Convergent. “Our firm’s culture inspires all our advisors to strive for excellence.”

“Our success as a firm is built upon the concept of teamwork. This ranking is a reflection of our entire company, rather than me as an individual,” states Zier.

To read the Barron’s profile of Dave Zier and to see the full list of rankings, please visit 2014 Top Financial Advisors: Maryland.

About Convergent Wealth Advisors

Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over $11 billion in assets (as of December 31, 2013). 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 $1 million and more in investable assets.

City National Bank is backed by $29.7 billion in total assets (as of December 31, 2013), and provides banking, investment and trust services through 77 offices, including 16 full-service regional centers in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. The company and its investment affiliates manage or administer $64.7 billion in client investment assets as of December 31, 2013. City National is the 25th largest American commercial bank by asset size.

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 assets under advisement as of September 30, 2013 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 City National Bank, are not guaranteed by City National Bank 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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