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Commonwealth Adds Former Cadaret Grant Team to Platform

Commonwealth Financial Network, the nation’s largest private registered investment adviser and independent broker-dealer, has added Michael Roberts Associates Inc. to its network of independent financial advisors.

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Commonwealth Financial Network, the nation’s largest private registered investment adviser and independent broker-dealer, has added Michael Roberts Associates Inc. to its network of independent financial advisors. The team was previously affiliated with Cadaret, Grant & Co. Inc. and oversees more than $500 million in client assets.

Founded in 1990, Michael Roberts Associates is an independent financial planning firm based in Syracuse, New York and includes financial advisors Neil Hoyt, Rachel Roney, Jeffrey Klein, Sonnet Loftus, and Paul Ahrens. The firm works with more than 1,500 clients across the country and specializes in personal financial planning, retirement planning, and asset management.

Founded in 1979, Commonwealth Financial Network has headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,800 independent financial advisors nationwide.

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