How We're Different

OUR DUAL VISION

To be the best at everything we do and to provide a supportive environment where all affiliated individuals can thrive.

It’s what we call our Anything but Common® philosophy, and we fully understand that it’s an uncommon vision for a twenty-first century business to have. But we fully believe that it’s one of the secrets of our success—and yours.

Our Mission

Why It Matters To You

  • Technology that gives you a
    360° view
    of your clients and your business Explore »
  • A transition team focused on maximum retention of clients and assets Details »
  • An advisory platform to let you run your business the way you want Discover »
  • Practice Management and coaching programs to bring out your inner CEO Read More »
  • Educational conferences that are the talk of the industry Take a Look »


*Investment Advisor has named Commonwealth the top broker/dealer in its division an unprecedented 10 times: in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This is based on financial advisors rating their own broker/dealers.