Go where you grow.

Build your business at Commonwealth today—and wherever tomorrow takes you. See how we help our independent financial advisors thrive. 

Matt Ramer

How do you make the move from a major wirehouse to the independent channel? Read Matt's story.

Virgil Kahl

A solo practitioner, Virgil has built a perennial top-producing firm within Commonwealth from the ground up. Read Virgil's story.

John Nguyen

Since joining Commonwealth in 2007, John continued his firm's evolution with a transition to a fee-based business in 2018. Read John's story.

2021

CIO Brad McMillan outlines why the 2021 forecast may be better than expected. Download Today.

CIO Brad McMillan outlines why the 2021 forecast may be better than expected. Download Today.

Affiliation

There's no one-size-fits-all business model. Put the power of choice on your side.

Who is Commonwealth

Who is Commonwealth? Find out what makes us unique—and uniquely positioned to help you grow.

Find out why we are a Best Place to Work.

You belong here

Dually registered, 100 percent advisory, or something in between—come to Commonwealth as you are and grow your business, your way. Partner with a firm that values the same things you do: freedom, choice, and culture. Impossible? Not here.

All Models, Supported

What does success look like for you? You decide and we'll get you there, no matter which business model you choose—today or in the future.
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Passion for People

We treat our advisors, staff, and community like family. It's been the secret to our success for more than 40 years, and that's something we'll never change.
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You belong here

Quality and community

Commonwealth's story was built one advisor at a time. Let's build yours here. You'll find the solutions and expertise to move your business forward, backed by our best resource: the best people. Explore why advisors continue to choose us to help them succeed.

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What can you expect in transition?

See the difference a dedicated team makes.

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What we're thinking

01.27.21

Managing SIMPLE IRA Plans: 5 Things You Need to Know

Are you managing SIMPLE IRA plans for small business owner clients? From the annual notice to plan termination, here are five things you need to know.

01.26.21

2020’s Remarkable Value Rally

Investors have taken note of the recent strong performance of value stocks. But will the rally persist?

01.18.21

What Diversity, Equity, and Inclusion in the Workplace Really Means

What does it mean to be a diverse and inclusive organization? Diversity specialist Scarlett Abraham Clarke explains why an authentically inclusive culture matters for your staff and your clients.

AndrewDaniels-HighRes

Are we a good fit?

Hi, I'm Andrew, the managing principal in charge of business development. I can't wait to learn more about you and share our Commonwealth story.