Teamwork and outstanding client service—I consider these to be attributes needed for distinguished acknowledgement. Our clients have high expectations, and I believe this ranking reflects the talent and deep pool of knowledge that exists here.
Washington, DC (PRWEB) April 29, 2014
Convergent Wealth Advisors achieves Top 10 placement in the Barron’s 2014 ranking of the Top 100 Financial Advisors in the nation. This marks Convergent’s sixth consecutive appearance on the list, which includes both top independent advisory firms and large wirehouses. Specializing in client portfolios of $10 million or more, Convergent’s Dave Zier is proud to be recognized as a leading wealth advisor.
Zier states, “Teamwork and outstanding client service—I consider these to be attributes needed for distinguished acknowledgement. Our clients have high expectations, and I believe this ranking reflects the talent and deep pool of knowledge that exists here.”
“This achievement is just one way we can mark success at Convergent,” comments President and COO Douglas Wolford. “Our firm continues to attract attention from some of America’s wealthiest individuals and families due to our holistic approach to wealth management.”
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). Assets under advisement (“AUA”) include assets under management and other assets that Convergent provides investment advice on a non-discretionary basis. 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
Barron’s “Top 100 Financial Advisors” includes both RIAs and wirehouses. This ranking is based on assets under management (Convergent provided assets under advisement as of 12/31/13 for this criterion), revenue generated for the advisors’ firm, and the quality of the advisors’ practices.
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.