About Commonwealth
We are proud to work with Commonwealth, a trade name of LPL Financial (LPL). Commonwealth has long been known for its advisor-focused culture, service, and support designed to help financial professionals serve their clients with care and attention.
Through Commonwealth and LPL, our practice has access to planning support, educational opportunities, technology tools, and other capabilities that support the work we do on your behalf.
About LPL Financial, Our Broker/Dealer and Registered Investment Advisor
LPL Financial serves as our broker/dealer and registered investment advisor. In that role, LPL provides the brokerage and advisory services conducted through our office, including trade execution, supervision, and access to investment platforms and related resources.
LPL’s scale, technology, and operational infrastructure help support advisors like us as we work to provide thoughtful guidance, attentive service, and clear communication.
What This Means for You
Our commitment to you remains the same. We continue to focus on understanding your goals, helping you evaluate your options, and providing recommendations based on your needs, time horizon, and risk tolerance.
LPL Financial provides access to a broad range of investment products, platforms, research, and planning resources. We use those resources to help develop recommendations that align with your financial life.
How These Resources Support Our Work
The support available through Commonwealth and LPL helps us manage important details, stay informed, and serve you more effectively. These capabilities may include investment research, financial planning support, technology platforms, educational opportunities, and operational support.
While many of these tools work behind the scenes, they help us provide the responsive, personal service you expect.
Commonwealth’s historical JD Power recognition
As an independent broker dealer before transitioning to LPL Financial in November 2026, Commonwealth Financial Network earned the highest score among independent advisors in the JD Power U.S. Financial Advisor Satisfaction Study for 13 consecutive years.
Today, Commonwealth is a trade name of LPL Financial. The recognition referenced here was awarded to the former Commonwealth business and is not a current award or ranking of LPL Financial or the Commonwealth trade name.
Commonwealth received the highest score among independent advisors in the JD Power 2010, 2012–2014, and 2018–2026 U.S. Financial Advisor Satisfaction Studies. Presented on July 9, 2026, for December 2025 to April 2026, it is based on responses from 4,503 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.
Questions?
We’d be glad to answer any questions about Commonwealth, LPL Financial, or how these resources support the work we do on your behalf.