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 Run Your Business
Scale to Drive Your Growth
Support to Operate with Ease
bull vs. bear

What could go wrong—or right—for the economy and market in 2023? A lot, it turns out. Read our Outlook for more on what we’ll be watching.

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.

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Seeking freedom? Explore independence with this four-part research series from Cerulli Associates.

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


This Framework Can Help Build Economies of Scale in Your Advisory Firm

Ready to turn your successful advisory firm into an exceptional one? Start with this framework for measuring productivity, setting strategic objectives, and establishing an infrastructure, and get ready to build economies of scale to fuel future growth.


Managing Risk in Client Relationships

How can you manage risk in your client relationships? Find out how to navigate challenging situations that may pose potential threats to your advisory firm.


Trends in Financial Services: The Evolving M&A Landscape

Wondering what it takes to buy or sell a practice? Learn what's trending in the evolving M&A landscape.

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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.