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Commonwealth Financial Network® Congratulates Honorees in
Forbes’ 2020 Best-in-State Wealth Advisors List

Waltham, MA (January 22, 2020)—Commonwealth Financial Network® congratulates 47 affiliated advisors on being named to Forbes’ Best-in-State Wealth Advisors list for 2020. The list is published on Forbes.com, and a condensed listing will be available in the February issue of the magazine.

The 47 Commonwealth-affiliated advisors named to this list are:

“Congratulations to each of these advisors on this well-earned recognition by Forbes,”said Wayne Bloom, CEO of Commonwealth. “These advisors are committed to providing expert guidance and essential support to their clients, and we are proud to support them with the business solutions they need to power their practice.”

The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors1 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, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology2 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 “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Six 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, 2018, and 2019 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.

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1This 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.

2Portfolio 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.

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