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We are proud to be affiliated with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer with a singular commitment to serving independent advisors and their clients. The latest demonstration of that commitment can be found in the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study.
For the 10th straight time, J.D. Power ranks Commonwealth, “#1 in Independent Advisor Satisfaction Among Financial Investment Firms”*.
The results were no surprise to us. Commonwealth’s entire organization is built around doing whatever it takes to satisfy not only the advisors who work with the firm, but the clients of those advisors as well. It’s that infrastructure—and the always-expanding wealth of resources—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
Our firm could not be more pleased to keep such good company or to espouse these qualities in our daily dealings with our valued clients.
*Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2023 U.S. Financial Advisor Satisfaction Studies. Presented on July 5, 2023, for December 2022 to April 2023, it is based on responses from 4,183 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
