Commonwealth Wins Two WealthManagement.com Industry Awards

Firm recognized for its suite of solutions for incoming wirehouse advisors, as well as its marketing efforts to build both firm and advisor brands

Waltham, MA (September 23, 2021)—Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces its win of two 2021 WealthManagement.com Industry Awards. The awards honor Commonwealth's curated solutions for advisors breaking away to independence as well as the firm's brand-building initiatives. 

WM Trophy Logo

Commonwealth won in the Broker/Dealer (1,000 advisors or more) Practice Management category for Business Consulting Services, which delivers curated services to support incoming wirehouse advisors and ease their transition into business ownership and independence. Featuring a combination of in-house and external resources, the consulting services range from human resources and payroll support to marketing, finance, and more.

Brian Sullivan, Commonwealth's senior vice president, chief marketing officer, was honored with the Chief Marketing Officer of the Year Award. A visionary leader, Sullivan shepherded the firm through the September 2020 unveiling of the firm's new brand identity and expression and led the evolution of marketing resources for Commonwealth's affiliated advisors.

"The WealthManagement.com Industry Awards allow us to recognize the creativity, success, and excellence of firms like Commonwealth Financial Network that serve the financial advisor community," said David Armstrong, editor-in-chief of WealthManagement.com. "Congratulations on your achievement—we look forward to seeing you next year."

The WealthManagement.com Industry Awards honor outstanding achievements by companies, organizations, and individuals that support the success of financial advisors. Winners were selected based on quantitative measures of their initiatives—including scope, scale, adoption, and feature set—along with qualitative measures such as innovation, creativity, and new methods of delivery. This year, a record-breaking 900 entries were received from nearly 350 companies. WealthManagement.com has published a full list of winners.

About Commonwealth Financial Network® 

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about Commonwealth by visiting www.commonwealth.com.

Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, and 2021 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.

Jaquelyn-Headshot

Hi, I'm Jacquelyn, Director of Corporate Communications at Commonwealth.

Did something here pique your interest? I'd love to tell you more.