Convergence Financial
Columbia, MO·SEC-registered · CRD #304146
Convergence Financial is an SEC-registered investment advisory firm in Columbia, MO managing $904M across 4.8k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$904M
Client accounts
4.8k
Advisory staff
13
Fee model
Fee-based
How Convergence Financial is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Convergence Financial
How much does Convergence Financial manage?
Per its most recent SEC Form ADV filing (06/22/2026), Convergence Financial reports $904M in regulatory assets under management across roughly 4.8k client accounts.
How does Convergence Financial charge?
Convergence Financial is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Convergence Financial a fiduciary?
Yes. Convergence Financial is registered with the U.S. Securities and Exchange Commission (CRD #304146), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Convergence Financial taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Convergence Financial and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Columbia, MO
Profile compiled from Convergence Financial's public SEC Form ADV filing (CRD #304146, filed 06/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Convergence Financial. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Convergence Financial? Claim this profile.