Go where you grow.

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

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Can you foster a culture of learning while continuing to grow as an advisor and business owner? Read Ryan’s story.

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

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Their RIA was just five weeks old when news of the pandemic broke in 2020. How did advisors Jodi and Newlin pivot? Watch their story.

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J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Read the press release.

The Advisor’s Guide to Pre-Independence

So, you want to break away from the wirehouse. Now what? Download our complimentary guide to what you should do next.

Brad's Mid Year Outlook Sm Thumbnail Topper August

Will we return to normal by year-end? Commonwealth CIO Brad McMillan forecasts what to expect in his latest outlook.

Explore more than 65 open roles at Commonwealth. Join our team.

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

09.22.21

Gaining Introductions to High-Quality Prospects: 4 Common Questions

Looking to drive production growth? Learn how to ask for introductions rather than referrals.

09.15.21

Becoming the Trusted Advisor

What are the benefits of becoming the trusted advisor? From growing your business to developing a niche, learn how this status is good for you and your clients.

09.10.21

China: Value Play or Value Trap?

Given China's recent regulatory crackdown, is there a case for investing in Chinese equities?

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.