A System Built for Advisor Success: Commonwealth Secures 13th Consecutive #1 Ranking from JD Power for Independent Advisor Satisfaction
This latest recognition reflects a model meticulously designed around advisor experience—one that has proven consistent over time while continuing to evolve alongside advisors’ needs.
Waltham, MA (July 9, 2026)—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 13 Times in a Row” according to the JD Power 2026 U.S. Financial Advisor Satisfaction Study℠.
In addition to its #1 ranking, Commonwealth achieved the highest score in six of the seven reported key drivers of advisor satisfaction—compensation, firm leadership and culture, professional development support, product and marketing support, and operational support.
Our model is built on Advisor voices and thoughtful innovations to support evolving needs. That intentionality is what creates consistency and trust, and it’s why Advisors can count on Commonwealth to deliver on its best-in-class service commitment.
With partner firm LPL Financial ranking second in overall satisfaction among independent advisors, the results reflect more than parallel success. They demonstrate a shared philosophy and purpose, highlighting the strength of our aligned, advisor-first approach within the industry.
In reflecting on the commitment required to repeatedly achieve this recognition, Wayne Bloom, CEO of Commonwealth, said, “It’s always good business to do right by those we serve. As we celebrate our 13th consecutive #1 ranking, we recognize that our success must be earned every day. Thank you to our Advisors for trusting us with your feedback and driving our continuous improvement. Commonwealth’s standards are calibrated to your expectations.”
He continued, “LPL’s ascension to the second-place ranking validates our decision to select them as our partner for the future! Our collective focus on independent Advisor experience now combines the 1st- and 2nd-ranked firms with the vast scale and resources of LPL, creating an unmatched service experience to drive our affiliated Advisors’ and their investors’ success!”
“Our brand of personalized service is only possible because we know our Advisors and their businesses deeply, and we foster a mindset of proactive support and intentional relationship stewardship across our home office. The Commonwealth difference is that our people take Advisor success personally; the close relationships they’ve built over time make delivering their very best not only a responsibility, but a privilege,” Bloom explained.
“At Commonwealth, Advisor satisfaction isn’t an outcome—it’s our purpose,” Bloom added. “Our model is built on Advisor voices and thoughtful innovations to support evolving needs. That intentionality is what creates consistency and trust, and it’s why Advisors can count on Commonwealth to deliver on its best-in-class service commitment.”
LPL Financial Holdings Inc. (Nasdaq: LPLA) acquired Commonwealth Financial Network in August 2025. Commonwealth will operate as a wholly owned portfolio company through the onboarding of Commonwealth advisors to LPL’s platform, which is expected to be completed in the fourth quarter of 2026.
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. JD Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 13 Times in a Row.”1 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 independent financial advisors nationwide by visiting commonwealth.com.
1Commonwealth 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. The 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.
