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Our RIA-Broker/Dealer

Proud to Partner With Commonwealth Financial Network®

At Cooper Associates, we have combined our efforts with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us better serve their clients. With nearly $200.7 billion in total account assets1, Commonwealth has maintained a clear understanding of their clientele and how to provide dedicated service.

Independently owned and managed, Commonwealth acts in the best interest of its financial advisors and clients, not shareholders. Our partnership supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.

How Commonwealth Helps Us Help You

Commonwealth offers the scale, stability and resources that help us deliver the solutions you need. It's that infrastructure, and the always expanding wealth of resources it provides, that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

  

Choice

 

Choice

Through Commonwealth, we have access to robust, independent market research, financial planning expertise and a wide universe of investment options, from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts and retirement plans.

  

Service

 

Service

The firm's advisor-to-staff ratio is one of the best in the industry. This means staff members answer our calls promptly, execute transactions quickly and accurately and, in general, offer our firm the same highly personalized treatment we strive to give you.

 

Technology

 

Technology

Commonwealth's technology platform is a critical component in our ability to keep you on track to your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.

 

Security

 

Security

Commonwealth is second to none in its commitment to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure.


A Reputation You Can Respect

J.D. Power has ranked Commonwealth "#1 in Independent Advisor Satisfaction Among Financial Investment Firms" seven times in a row.2

Committed to Helping Those In Need


Commonwealth's commitment to service does not end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and affiliated advisors work, live and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason we're proud to be affiliated with Commonwealth.


1As of 12/31/19

2Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019 and 2020 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.