Founded in 1994, Convergent Wealth Advisors grew to be a leading Registered Investment Advisor (RIA) in the United States, specializing in comprehensive wealth management for clients with substantial assets. The firm focused on providing a wide range of services, including investment management, estate planning, risk management, and philanthropic advisory. In March 2016, Convergent was acquired by City National Bank, a subsidiary of Royal Bank of Canada (RBC), to expand City National's wealth management capabilities. Following the acquisition, Convergent's team and operations were merged into City National's wealth management division.

Founded in

United States