The Largest Privately Held Independent Broker/Dealer–RIA

Featured Sponsor: Commonwealth Financial Network

Commonwealth is home to the highest-producing advisors in the independent channel, according to Financial Advisor’s 2015 Independent Broker-Dealer Ranking. Why do the industry’s most successful advisors thrive here? We believe it’s because of a community of peers that’s unlike any they’ve ever experienced—and because of the virtually unlimited opportunities available through a firm dedicated solely to helping them grow their success and that of their clients. Discover how a B/D–RIA that’s held true to its founding mission for more than 30 years can help you and your clients thrive.
Learn more about Commonwealth Financial Network

Your Destination Hybrid Firm Since 1987

Featured Sponsor: United Planners

United Planners (UP) is a Hybrid Friendly Broker Dealer and RIA structured as a Limited Partnership. Qualifying representatives share in the firm’s annual profits and receive top payouts.

UP’s rich culture has manifested itself as a direct result of the high quality advisors and key back office personnel united over the last 28 years. Representatives benefit from business solutions created to make the advisor and their staff more efficient.

United Planners encourages the hybrid advisor and offers low cost open architecture options under the Firm RIA, or as an Independent RIA. We service. We care. We share (profits).
Learn more about United Planners