We chose to affiliate with Commonwealth Financial Network® as our Registered Investment Adviser–broker/dealer. Since 1979, Commonwealth has enjoyed a stellar reputation among the financial advisors it serves1. Among the many reasons are:
2-to-1 advisor-to-staff ratio
More personal relationships mean a better understanding of our firm, staff, and clients1.
Thriving advisors
Commonwealth’s community boasts the highest payout per advisor among independent broker/dealers in 2023 as reported by Financial Planning in September 2023 IBD Elite special report2.
Best place to work
Commonwealth has notched this honor more than 40 times. If a business is only as good as its people, our practice is in good hands. 3
Independent, always.
Commonwealth remains privately owned so our business needs come first, not the needs of shareholders or stock prices.
1 Advisor satisfaction based on average service ratings provided by Commonwealth advisors during annual Compliance visits and Practice Management feedback sessions.
2 2023 IBD Elite Highest in Average Financial Advisor Payout, created by Financial Planning, presented in Sept 2023 based on data collected during the previous year. Data collected from 45 participating ranked firms. Not indicative of firm’s future performance. Your experience may vary. Click here for more award information.
3 2004-2018 Best Places to Work Awards (44x) created by the Boston Globe, Boston Business Journal, San Diego Business Journal, San Diego Union-Tribune, and Computerworld. These awards are based on employee opinions on various employee satisfaction factors and are not specific to financial services and not imply an endorsement, recommendation, or reflect the performance of the advisor