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
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Looking for growth strategies? Learn how to increase profitability in your practice with our 20-Point System.

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Compliance shouldn’t be a roadblock. Download our white paper to learn how the right partner can help pave the way on your road to success.

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.  

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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.

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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.

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What we're thinking

05.11.22

Power Marketing Playbook: 4 Steps to Creating Client Personas

Client personas provide crucial insights into your ideal audience. Learn how you could drive business growth with this powerful tool.

04.22.22

Bringing the 60/40 Portfolio Back to Life

With the Fed poised to push interest rates higher, and inflation at the highest levels we've seen in decades, investors may be wondering whether the 60/40 portfolio should be abandoned for an alternative approach. Here's an argument in favor of staying the course.

04.13.22

Future-Proof Your Firm: Guiding G2 Advisors on the Path to Partnership

Want to unlock more of your firm’s potential and create a powerful synergy with next-gen advisors? A strong internal succession strategy is the key.

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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.