Bartholomew & Company’s RIA–Broker/Dealer, Commonwealth, Ranks Highest in J.D. Power Independent Advisor Satisfaction, Six Times in a Row

Press Release

Worcester, MA (August 6, 2019)— In its 2019 U.S. Financial Advisor Satisfaction Study, J.D. Power ranks Commonwealth Financial Network® #1 in the independent advisor segment. This is the sixth consecutive time the firm has won this award.

Commonwealth is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S. Bartholomew & Company of Worcester, Massachusetts, an independent wealth management and financial planning practice, has been affiliated with Commonwealth since 1994.

In the study, Commonwealth received its highest ever overall satisfaction score of 960 on a 1,000-point scale, compared with an industry average of 779, and outpaced the next-highest-ranked firm by 87 points. Commonwealth’s 960 score equates to “among the best” in the Power Circle RatingsTM.

Commonwealth achieved the highest score in all reported key drivers of advisor satisfaction—firm leadership, compensation, operational support, professional development, technology support, and client support.

“It is a true honor to be the highest-ranked firm in the independent channel six consecutive times,” said Commonwealth CEO Wayne Bloom. “Year after year, we are humbled to be recognized by our advisors, and we are deeply thankful for Bartholomew & Company’s feedback that influences everything we do. To us, this award speaks to our track record as a solid, trusted partner whose actions are always in the best interests of our advisors.”

Bloom continued, “As we celebrate our milestone of 40 years in business, we recognize that our continued success directly correlates to both the relationships we’ve built and our continued hard work. We’re invested in Bartholomew & Company’s success, and we will continue to offer the best business solutions to empower their advisors to build thriving practices for today and tomorrow.”

“We are proud to be associated with an RIA–broker/dealer that maintains such high service standards,” said Tom Bartholomew, president of Bartholomew & Company. “To be supported by Commonwealth’s business solutions and deep bench of skilled and caring professionals gives me peace of mind that both my team and my clients are a priority, and my practice is taken care of as my business evolves. We are enabled to spend more time with clients and help them pursue their financial goals.”

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