WASHINGTON, Aug. 31, 2010 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors announced that four of the firm's advisors were included on Barron's 2010 ranking of the nation's Top 100 Independent Financial Advisors, with two Convergent advisors ranked in the top five. Dave Zier, executive vice president; Steve Lockshin, chief executive officer; George Dunn, executive director; and Lori Van Dusen, executive director, were ranked #3, #4, #30, and #55 on the list, respectively.
Convergent Wealth Advisors is the only firm in the nation to have four advisors included on this list, as well as the only firm to have two advisors in the top five. In addition, the combined team assets for the four Convergent advisors were higher than any other individuals or teams ranked on the list.
"We are proud of the work we do as an independent advisor and are thrilled to have received such prestigious rankings from Barron's," said Lockshin. "As an independent advisor, we don't have any hidden agendas or brokerage products to sell -- giving us the ability to offer thoughtful, reasoned advice based solely on our clients' needs."
Lockshin added: "Being honored by Barron's is a reflection of the hard work and dedication of all of our employees. We have some of the best talent in the business, and we will work hard to continue to build strong, long-lasting relationships with our clients."
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 over
$13 billion in assets for individuals, institutions, and family offices (as of March 31, 2010). 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 over 350 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), Rochester (NY) and Seattle. 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.
CONTACT: Convergent Wealth Advisors Media Contact: Laura Smith 301.998.0304 [email protected]
