J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms 12 Times in a Row.” 

But it’s what that achievement means for our clients—daily—that makes the difference.

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. 

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 our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

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 2:1 advisor-to-staff ratio¹ 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.

¹As of 12/31/2024.

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 committed to safeguarding your privacy and ensuring that your investment data remains secure. Its encryption standards, redundant data centers, and disaster recovery plans make us confident that the information our clients entrust us with will remain secure.

Subject-matter expertise.

We can take advantage of specialized teams at Commonwealth that serve as an extension of our office, providing guidance on everything from stocks to social security.

Continuing education.

Commonwealth offers us the opportunity to continually learn from industry peers as well as through Commonwealth conferences and events.

Committed to Helping Those in Need

Commonwealth’s commitment to service doesn’t 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!