SOURCE: Convergent Wealth Advisors
WASHINGTON, DC--(Marketwire - Sep 5, 2012) - Dave Zier, Chief Executive Officer of Convergent Wealth Advisors, was recently profiled by Barron's. In the same edition, Barron's ranked Dave #6 on its 2012 list of the nation's Top 100 Independent Financial Advisors, his third year in the top 10 of this elite group.
The Barron's ranking is based on 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 over $10 billion in assets (as of June 30, 2012). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices.
Independence by Convergent™ is a division of Convergent focused on servicing clients with between $500,000 and $10 million in investable assets.
Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR. 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.