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.
Our award-winning Virtual Transition Support is drawing raves for helping advisors make smooth moves. Read the press release.
Seeking freedom? Explore independence with this four-part research series from Cerulli Associates.
Looking for growth strategies? Learn how to increase profitability in your practice with our 20-Point System.
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.
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.
Advisor Voices
What we're thinking
09.28.22
From Intern to Business Owner: Behind Advisor Jose Campos's Rapid Ascent
Jose Campos, AIF®, EA, CFP®, CIMA®, shares insights on how he's found success as a young minority advisor and thriving business owner.
09.15.22
An Office Technology Blueprint for Financial Advisors
Do you need to set up or update your office technology? See what financial advisors should consider when creating an infrastructure and what to look for when considering a new firm partner.
08.17.22
Financing Options for the Next Phase of Your Financial Advisory Business
What could you achieve with additional capital? Learn about new financing options many firms are offering to help financial advisors evolve their business.
