This Barron’s ranking highlights Convergent’s commitment to build and preserve client relationships. Having advisors from both our East and West Coast offices further demonstrates our growing national footprint.
WASHINGTON, DC (PRWEB) August 27, 2014
Convergent Wealth Advisors has announced that two of the firm’s advisors were included in the top twenty advisors on the Barron’s 2014 ranking of the nation’s Top 100 Independent Financial Advisors. Dave Zier, Chief Executive Officer, was ranked #5 for Convergent’s sixth consecutive appearance on this list, and making his debut, David Kahn, Managing Director, was ranked #18.
“The Barron’s list is one of the most significant accolades an advisor can receive – and one of the most coveted,” says Douglas Wolford, Convergent President & Chief Operating Officer. “And for us to receive two spots in the top twenty is like winning the Super Bowl and the World Series at the same time.”
“This Barron’s ranking highlights Convergent’s commitment to build and preserve client relationships. Having advisors from both our East and West Coast offices further demonstrates our growing national footprint,” states CEO Dave Zier, who landed his fifth consecutive ranking in the top ten. David Kahn, Managing Director in the firm’s Los Angeles office adds, “At Convergent, we strive to provide our clients with objective advice, complete transparency, and insightful wealth management solutions tailored to their individual needs. We aim to bring to our clients a superior wealth management experience that we believe is embraced by our firm philosophy of ‘Invest well. Manage well. Live well.’”
Volume of assets overseen, revenues generated for the firm, and the quality of the advisor’s practice are all ranking criteria for this list.
About Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader in wealth management, managing over $8 billion in assets (as of March 31, 2014). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices with investable assets of $10 million 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 $66.4 billion in client investment assets as of March 31, 2014. 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@ConvergentWealth.com
Factors included in the Barron’s rankings: assets under management, 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.