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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
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Barron’s Top 100 Indies

Posted by RJ and Makay on Aug 29, 2011

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Barron’s has come out with its annual list of top 100 independent financial advisors, rating them for volume of assets, revenues generated for the firms and quality of practice.  Steve Lockshin of Convergent Wealth Advisors tops the list.  The Los Angeles, California firm has $10.07 billion in assets, and improved to the top slot after coming in at number 4 in 2010.