Commonwealth Financial Network® Congratulates Honorees in Forbes’ 2019 Best-in-State Wealth Advisors List
WALTHAM, Mass.--(BUSINESS WIRE)--Feb 25, 2019--Commonwealth Financial Network ® congratulates 39 affiliated advisors on being named to the Forbes’ Best-in-State Wealth Advisors list for 2019. The list is published on Forbes.com, and a condensed listing will be available in the March issue of the magazine.
The 39 Commonwealth-affiliated advisors named to this list are:
“Congratulations to all of our advisors on this well-deserved recognition by Forbes,” said Wayne Bloom, CEO of Commonwealth. “It is wonderful to see so many client-centric, independent advisors who are devoted to providing expert financial planning represented on this list. We appreciate the value they bring to our industry and our community, and we remain committed to providing the infrastructure and support their thriving practices demand.”
The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors 1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 30,000 advisors were considered, and 3,500 (approximately 11.6 percent of candidates) were recognized. The full methodology 2 that Forbes developed in partnership with SHOOK Research is available here.
About Commonwealth Financial Network Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row.” The firm supports approximately 1,950 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit .
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1 This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
View source version on businesswire.com:https://www.businesswire.com/news/home/20190225005606/en/
CONTACT: Jacquelyn Marchand
Senior Manager, Media Relations
Commonwealth Financial Network
KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS
INDUSTRY KEYWORD: PROFESSIONAL SERVICES CONSULTING FINANCE
SOURCE: Commonwealth Financial Network
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PUB: 02/25/2019 09:11 AM/DISC: 02/25/2019 09:11 AM