We are proud to partner with Commonwealth Financial Network.®
Commonwealth is a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients.
Its mission is to help clients live their best lives by delivering an indispensable advantage to the advisors with whom it works.
Commonwealth aims to make sure we—your advisors—are empowered to give you, the client, objective advice and to make recommendations based on your best interest, not ours. The culture Commonwealth has created since opening its doors in 1979, along with the dedicated, friendly support it provides, are among the reasons we chose to partner with the firm—and why you can always expect to receive the prompt, attentive service you deserve. As of December 31, 2024, Commonwealth oversees total account assets of $344 billion.
Independent, Just Like Us
Commonwealth was founded on independence and is committed to act in the best interests of its financial advisors and their clients. 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.
J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms 12 Times in a Row.”
- 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: Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It's that infrastructure–and the always expanding wealth of resources it provides–that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012–2014, and 2018‒2025 U.S. Financial Advisor Satisfaction Studies. Presented on July 16, 2025, for December 2024 to April of 2025, it is based on responses from 3,698 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
