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.
Our strategic goal of $1 trillion in AUM reinforces our commitment to advisor growth. Read the press release.
Seeking freedom? Explore independence with this four-part research series from Cerulli Associates.
Looking for growth strategies? Learn how to increase profitability in your practice with our 20-Point System.
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
11.29.22
5 Benefits of a Giving-Back Strategy and How to Get Started
See why a giving-back strategy can be good for your financial advisory practice and learn how to implement one at your firm.
11.16.22
Recruit the Right Advisor for Your Firm in 5 Steps
Looking to bring on the perfect new hire to expand your financial advisory business? Follow our five-step guide to recruit the right advisor for your firm.
11.02.22
What It Takes to Run an RIA: Compliance Program Must-Haves
Is it the right time to run an RIA? From hiring a CCO to putting the right policies in place, a good place to start is with these compliance program must-haves.
