Advisor feedback about what helps advance practices is the heart of the Commonwealth service model.

Commonwealth Financial Network^®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, ranks “#1 in Independent Advisor Satisfaction Among Financial Investment Firms 12 Times in a Row” by J.D. Power. Commonwealth received an overall satisfaction score of 834 on a 1,000-point scale, outpacing the next-highest-ranked firm in the segment by 93 points, according to the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study^℠.

In addition to its overall #1 ranking, Commonwealth achieved the highest score in every reported key driver of advisor satisfaction—compensation, leadership and culture, professional development, products and marketing, operational support, and technology.

In expressing his gratitude to Commonwealth advisors, Wayne Bloom, CEO of Commonwealth, said, “Thank you to the most productive Advisors in the industry for the decades of essential feedback that have helped build the foundational ethos of continuous improvement, which has driven us to a dozen consecutive #1 rankings. You have consistently shared how to make it easier for you to do business, how to enhance your client relationships, and how to elevate your practices—and it has been this feedback that has fueled each of our #1 rankings! And as gratifying as they are, nothing compares to the satisfaction of helping you grow your business and supporting you as you help your clients achieve their dreams and goals. This is the heart of the Commonwealth model.”

Commonwealth is embarking on an evolution as it prepares to join LPL Financial later this year. “We have succeeded because we’ve evolved to meet our Advisors’ needs. That’s never been truer than now, as we launch this community into our next chapter,” said Bloom. “I’ve seen Advisors’ questions about the future turn into excitement because they know they will gain access to LPL’s scale, capital opportunities, robust solutions, and expert resources. Advisors will continue to benefit from the award-winning service model they’ve come to know and love, with all these additions to help them succeed.”

“We are now building the Commonwealth of the future with our partners at LPL—powered by the best of both firms and designed to innovate in a constantly changing industry,” added Bloom.

About Commonwealth Financial Network^®

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 12 Times in a Row.”* Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio. Learn more about how Commonwealth partners with approximately 2,345 independent financial advisors overseeing more than $344 billion** in assets nationwide by visiting commonwealth.com.

*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.

**As of 12/31/2024

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We have succeeded because we’ve evolved to meet our Advisors’ needs. That’s never been truer than now, as we launch this community into our next chapter.