Commonwealth Welcomes $1.5 Billion Angelo Planning Group

Family values and client service are at the center of the team’s work to build its business for the next generation.

Commonwealth Financial Network^®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Rochester, New York-based Angelo Planning Group (APG) to its network of independent advisors. Among APG’s 30 team members are 16 advisors, including founder and managing partner Ralph Angelo, and Registered Principal Todd Harris. Formerly with Osaic, the APG team reported advising on more than $1.5 billion in client assets*, making it one of Commonwealth’s largest new affiliates to date.

“Ralph Angelo and his partners have built a powerhouse practice by putting client service first, and we’re honored they chose Commonwealth to ensure that their model thrives, both now and as we partner with LPL Financial,” said Becca Hajjar, managing principal and chief business development officer.

The APG team serves families and individuals with a model that puts financial planning at the forefront. “We’ve structured the business as a one-stop shop for everything in our clients’ financial lives—from retirement and estate planning to Medicare, long-term care, and other planning specialties,” said Ralph Angelo. The team cultivates a family-oriented feel—“Real people taking care of real people”—with no minimum asset levels. Word-of-mouth referrals have propelled the firm to approximately tenfold asset growth over the past 15 years. Learn more about APG’s practice at https://angeloplanninggroup.com/.

“We have ambitious growth plans made possible by a spectacular rising generation of financial advisors,” said Angelo. “Our move to Commonwealth ensures the durability of our service-oriented business model. Our due diligence emphasized making sure nothing would interrupt the natural flow of our business. We grew confident that Commonwealth holds itself accountable to the same client-service ethic we do.”

In addition to client-service ethic, the APG team highlighted compliance and technology enhancements as welcome supports to its advisory team’s success. In particular, Angelo noted next-gen advisors’ embrace of advanced technology. “We’re seeing significant benefits from the beginning and can focus on them, thanks to Commonwealth’s Transition team making the onboarding process straightforward.”

Hajjar said, “APG’s team ranges from advisors with decades of experience to those early in their career. Our infrastructure and home office support are flexible so that we can meet advisors’ needs across that wide spectrum. We look forward to helping their client-first model thrive.”

About Commonwealth Financial Network^®

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 11 Times in a Row.” Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio. Learn more about how Commonwealth partners with approximately 2,345 independent financial advisors overseeing more than $344 billion** in assets nationwide by visiting www.commonwealth.com.

Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

* As of 6/2/2025

** As of 12/31/2024

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Our move to Commonwealth ensures the durability of our service-oriented business model.