Top 100 Financial Advisors - 2012-2026

2012-2026 Barron’s Top 100 Advisors, created by Barron’s. Presented in May 2026 based on 12/31/2025 data. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. 

Top 1,500 Financial Advisors - 2012-2026

2012-2026 Barron’s Top 1500 Advisors, created by Barron’s. The 2026 award was presented on 3/20/2026 based on data as of 09/30/2025. Not indicative of advisor’s future performance. Your experience may vary. 

Top 100 Independent Advisors - 2020-2025

2020-2025 Barron’s Top 100 Independent Advisors, created by Barron’s. The 2025 award was presented in Sept. 2025 based on data gathered from June 2024 to June 2025. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. 

FIVE STAR Wealth Manager 2018-2026

2018-2026 FIVE STAR Wealth Manager Award, created by FIVE STAR Professional. The 2026 award was presented in March 2026 based on data gathered within 12 months preceding the issue date. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. 

Power 100 - 2025-2026

2025 Power 100 List, created by Worcester Business Journal. This list is based on leveraging power to have outsize influence on the region and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.

Chairman’s Level Award

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.