Overview

Welcome

“Discover a community dedicated to doing whatever it takes to help you put your clients first. However you affiliate with us, you’ll have the full power of our resources and infrastructure at your disposal.”


— Andrew Daniels, Managing Principal,
Business Development

SEE THE BENEFITS FOR YOU AND YOUR CLIENTS

Whether your business model is commissions, advisory, planning, or hybrid, you’ll find an infrastructure that supports the way you want to work.

From our business-driving Client360°® technology to a fee-based asset management platform that gives you the freedom to make the best choices for your clients and your practice—Commonwealth delivers what today’s independent advisors need to thrive.



*Average gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor, April 2014

Contact us

Four for four!

“Highest in Independent
Advisor Satisfaction Among
Financial Investment Firms” Learn More