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.

Expertise to Evolve Your Business
Scale to Drive Your Growth
Support to Operate with Ease
White and citron type on a dark green background $11.24 BILLION

We topped the charts in 2022 with $11.24 billion in recruited assets. Read the press release to learn about our best year ever.

A woman in a red shirt and man touching his chin look at a computer reviewing inflection points.

Is it time to pivot? Identify inflection points in your business, and learn how to evolve for future growth.

Commonwealth announces three new business growth initiatives at its premier annual National Conference.

Our strategic goal of $1 trillion in AUM reinforces our commitment to advisor growth. Read the press release.

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.

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Be the advisor you want to be

Build your business with comprehensive, integrated capabilities that accentuate your strengths and a partner who’s as invested in your success as you are.  

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.

What we're thinking


The M&A Journey: Selling Your Financial Services Firm

How do you prepare for selling your financial services firm? Reaching your desired destination means mapping out your journey well before your exit date.


Avoiding Common Charitable Planning Mistakes: A Guide for Advisors

A poorly executed charitable giving strategy can undermine the impact of your clients' gifts. Brush up on common mistakes clients make and learn what you should advise them to do instead.


Helping Your Clients Plan for the Sunset of the TCJA

What do your clients need to do to plan for the sunset of the TCJA? Understanding the key tax code provisions headed for expiration is a good place to start.

Becca Hajjar-footer

Are we a good fit?

Hi, I'm Becca, managing principal, chief business development officer at Commonwealth. I can't wait to learn more about you and share our Commonwealth story.