We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. Commonwealth manages total account assets of $232.5 billion.1

Independent, just like us

Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.

How Commonwealth helps us help you

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.”2 But it’s what that achievement means for our clients—on a daily basis—that makes the difference. Whether you’re dually registered, 100 percent advisory, RIA, or something in between, our infrastructure supports the way you work. And as you grow, we grow with you, giving you the flexibility to evolve your practice and dream big. We’ve got your back through it all, with a team of people who are as passionate about seeing you succeed as you are.

  • Choice. Through Commonwealth, we have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
  • Service. The firm’s advisor-to-staff ratio is one of the best in the industry. This means staff members answer our calls promptly, execute transactions quickly and accurately, and, in general, offer our firm the same highly personalized treatment we strive to give you.
  • Technology. Commonwealth’s technology platform is a critical component in our ability to keep you on track with your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.
  • Security. Commonwealth is second to none in its commitment to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure.

Committed to helping those in need

Commonwealth’s commitment to service does not end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and affiliated advisors work, live, and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent, and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason we’re proud to be affiliated with Commonwealth.

If you’d like to know more

We’d be glad to talk with you further or answer any questions you may have about our affiliation with Commonwealth. Just ask!

1 As of 12/31/20

2Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.