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.

This significant event brings together industry-leading firms to fuel advisor success. Read the press release.

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.

Discover Your 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.

Learn More About Our Advisor-Centric Culture

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.

Learn More

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.

Learn More

hp_caro_oscarLopez_img — "My dad was the kind of man that would always pull over to help anyone who was stranded on the side of the road. That kind of instilled in me a wanting to help others." Watch the video.

hp_caro_mbrm_img — "Before, I was working for someone else, trying to qualify for a fancy trip and health insurance. Now, I want to build an enterprise. I want to build a business." Watch the video.

hp-jeffGodchaux-caro-image — "A lot of people tell their clients, 'Save more money.' I'm like, 'Hey, you've got plenty of money. You need to spend more of it. Go on vacation. Quit being so tight with it.'" Watch the video.

MariannaGoldberg_hp_caro_img — "[My dad’s] financial advisor spent a good hour explaining the options, what he does, and how he can help. At the end of the conversation, I said, 'How do I do what you do?' And the rest is history." Watch the video.

Meet Our Advisors

What we're thinking

The Fee-Only Advisor

Navigating the Regulatory Landscape for Investment Advisers

Scott Wilkinson, IACCP

08.07.24

Wealth Planning & Investing

Why Advisors Should Capitalize on the Convergence of Wealth and Retirement

Mathew Powers, CFA®, AIF®, AIFA®

06.05.24

03.27.25

Direct Indexing: Personalized, Tax-Efficient Portfolios at Scale

See how a direct indexing solution allows financial advisors to deliver customized, tax-efficient portfolios and a better client experience while building scale in their firm.

02.12.25

Running an Independent Financial Advisory Practice with Confidence

Learn how to thrive while running an independent financial advisory practice. Get tips on compliance, operations, marketing, and achieving a balance between independence and scalable growth.

01.22.25

Leaving the Wirehouse: Your Guide to Going Independent as a Financial Advisor

Thinking about leaving the wirehouse? From choosing a business structure to charting the course ahead, our guide to going independent provides everything you need to know to achieve the future you've always envisioned.

All Insights

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.

Let's Connect

An advisor-centric approach to fuel your success

Be the advisor you want to be

Break away and break through

Go from fee-mostly to fee-only

Tailored Business Strategies

Advanced Planning & Research

Complete Marketing Support

Collaborative Compliance

Powerful Technology

"My dad was the kind of man that would always pull over to help anyone who was stranded on the side of the road. That kind of instilled in me a wanting to help others." Watch the video.

"Before, I was working for someone else, trying to qualify for a fancy trip and health insurance. Now, I want to build an enterprise. I want to build a business." Watch the video.

"A lot of people tell their clients, 'Save more money.' I'm like, 'Hey, you've got plenty of money. You need to spend more of it. Go on vacation. Quit being so tight with it.'" Watch the video.

"[My dad’s] financial advisor spent a good hour explaining the options, what he does, and how he can help. At the end of the conversation, I said, 'How do I do what you do?' And the rest is history." Watch the video.