stars 1 stars 2 stars 3

View Leaf Advisors's top competitors like Bespoke Financial, Blue Ocean Global Wealth, and CI Brightworth Private Wealth.

Commonwealth Financial Network
Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Your Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html
Waltham, Massachusetts, US
Private
$448M Revenue
http://www.commonwealth.com
1.6K Employees
Eagle Strategies, LLC
Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser. Eagle Strategies offers our Financial Advisors a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Through our parent company New York Life, Advisors can also offer risk protection products including life insurance, long-term care insurance, and annuities. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet your specific financial goals. We believe that the best financial solutions are built when our Advisors have a thorough understanding of your current financial health as well as your short- and long-term goals. By working in partnership with you, they can identify the appropriate solutions for your individual situation and put you on a path toward achieving your financial objectives. Of course no plan can remain stagnant, as situations will arise that will require adjustments to a financial strategy. When this occurs, your Advisor will be well- positioned to help navigate those changes. To get started on implementing your financial strategy, click below to find an Advisor in your area: http://www.eaglestrategies.com/contact-us/ Eagle Strategies LLC (Eagle) is an investment adviser registered with the Securities and Exchange Commission and is notice filed with appropriate state securities authorities. Registration with the SEC does not imply a certain level of skill or training. Eagle is an indirect wholly owned subsidiary of New York Life Insurance Company. Eagle is not a broker-dealer or an insurance company and does not offer insurance products or brokerage services. * Any insurance recommendation or advice is given solely in an Eagle Investment Adviser Representative's role as an agent of New York Life Insurance Company or New York Life Insurance and Annuity Corporation.
New York, New York, US
Private
$654.2M Revenue
http://www.eaglestrategies.com
666 Employees
VWG Wealth Management
VWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families and small business. At VWG Wealth Management, we are driven to excellence in our service to clients. Motivated by personal integrity and care for our clients, every member of our team leads. We uphold the following commitment to you, our clients: • Your interests always come first • Your needs will be thoroughly assessed • You will receive accurate and timely information • We will be relentless in our pursuit to protect and grow your wealth Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
McLean, Virginia, US
Private
$1.1B Revenue
https://vwg.hightoweradvisors.com/
20 Employees
G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2026
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users