Welcome to the power of partnership.
Welcome to Commonwealth.
You have a vision as an independent financial advisor. Realize it with a partner that puts you first and powers you forward with sophisticated solutions, specialized consulting, and intuitive tools.
We hit new heights in 2023, recruiting $15.9 billion in assets. See our press release for more on our second year of noteworthy results.
After a solid 12 months, can the economy and markets stay the course in 2024? Survey the landscape in our 2024 Outlook.
Is it time to pivot? Identify inflection points in your business, and learn how to evolve for future growth.
An advisor-centric approach to fuel your success
Whether you're growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time, turn to our innovative, advisor-forward strategies to give you a competitive advantage.
Break away and break through
Get up and running as an independent business owner with a suite of valuable resources, from guidance for managing the economics and risks of entrepreneurship to strategies for marketing your new business.
Go from fee-mostly to fee-only
Take control of your growth path by affiliating as your own RIA or through our corporate RIA, with personalized consulting, operations, and compliance tailored to help you optimize your business.
Advisor Voices
What we're thinking
03.13.24
How to Make Your Firm a Best Place to Work for Women Advisors
With women poised to control more wealth than ever in the coming years, is your firm set up to support and retain women advisors? Learn key steps you can take to create a more inclusive culture at your firm.
02.14.24
Is Partnering with a Virtual Support Provider Right for Your Firm?
Bringing on a virtual support provider can help firms free up capacity and grow their business. But is this the right choice for your practice? Discover how these outsourced relationships work and what you should look for.
01.31.24
Valuing an Advisory Practice: Fundamentals to Consider
How can you measure the ROI of your potential acquisition? Review key determinants used in valuing an advisory practice and learn why some valuation models may provide better insights when factoring in client attrition or market adjustments.