2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in October 2022 based on data gathered within 12 months preceding the issue date. 4912 advisors were considered, 384 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018-2022 U.S. Financial Advisor Satisfaction Studies. Presented on 7.6.2022 for January to May 2022 and is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.