WASHINGTON, D.C. – Convergent Wealth Advisors announced that four of the firm’s advisors were included on Barron’s
2011 ranking of the nation’s Top 100 Independent Financial Advisors
, including Steve Lockshin, Convergent’s founder and CEO, who received the #1 spot. Dave Zier, executive vice president; George Dunn, executive director; and Lori Van Dusen, executive director, were also included on the ranking at #3, #36, and #45, respectively.
In addition to being the only firm to have two advisors ranked in the top five, Convergent Wealth Advisors is the only firm in the nation to have four advisors included on this list.
“We are honored to have received such prestigious rankings from Barron’s,” said Lockshin. “This honor from Barron’s serves as a reminder to our team that the work we are doing, and our dedication to our clients, continues to be top in the industry.”
Lockshin added, “As an independent advisor, we are able to focus solely on our clients’ needs without being hindered by the need to sell brokerage products. We are confident that our clients are best served by this approach.”
The Barron’s ranking, which includes both registered investment advisors and advisors at boutique brokerages, is based upon each advisor’s assets under management, revenues the advisor generates for their firm and the quality of their practices.
About Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on approximately $14 billion in assets (as of June 30, 2011). Convergent provides investment consulting services and customized wealth management solutions, including advice on concentrated stock strategies, alternative investments, collateralized lending, specialty financings, and insurance and estate planning, to ultra-high net worth individuals, institutions, and family offices. Convergent is headquartered outside of Washington, D.C., with offices in Los Angeles, New York, Portland (OR), and Rochester (NY). 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.
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.