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.
Enhanced products and offerings for our advisors to fuel their future are coming in 2024. Read the press release.
Ranked #1 Investment Firm for Independent Advisor Satisfaction 10 times in a row. Read the press release to learn why.
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.
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
12.06.23
How an Equity Ownership Structure Supports Your Evolving Practice
Are you planning to bring on an associate advisor? If so, consider how adopting an equity ownership structure can help you create a sustainable, enduring firm.
11.27.23
It’s Time to Talk Differently About Charitable Planning with HNW Clients
Learn how to approach charitable giving conversations with HNW investors, so you can help them be strategic in their philanthropic efforts.
11.15.23
Overseeing Client Assets Held Away: Getting the Bigger Picture
Learn why you should see a client's assets held away, how you can uncover them, and the technology solutions that have changed the game.
