Our Partner

Our partnership with Commonwealth Financial Network®, the nation’s largest privately-held Registered Investment Adviser/Broker/Dealer, gives us – and you – access to a depth of essential specialists and proven tools:

  • Planning professionals
  • Research analysts
  • Economic analysts
  • Compliance specialists
  • Planning tools
  • Financial technology
  • Practice management
  • Community with other independent advisors
Commonwealth Financial Network

Scale and stability

Commonwealth has the scale, stability, and resources to help us deliver the solutions our clients need. With a staff of more than 850, Commonwealth helps approximately 1,800 independent advisors managing total client assets of nearly $156 billion.1

Our independence is your advantage

Like Concentric Private Wealth, Commonwealth is also independently owned and managed. This means we’re both free to allocate resources where they’re needed to benefit clients – not shareholders.

How Commonwealth helps us help you

Commonwealth ranks "Highest in Independent Advisor Satisfaction Among Financial Investment Firms" in the J.D. Power 2018 Financial Advisor Satisfaction Study.2 But it's what that achievement means for our clients—on a daily basis—that makes the difference.

1As of 12/31/17

2Commonwealth Financial Network® 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 customer’s satisfaction among financial advisors. Visit jdpower.com/awards.