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
2022 Midyear Outlook Topper Image

With some indicators slowing, does the economy have enough momentum to keep growing? Get our take in the 2022 Midyear Outlook.

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Seeking freedom? Explore independence with this four-part research series from Cerulli Associates.

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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.

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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.  

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.

What we're thinking

07.29.22

2022 Midyear Outlook: Energy Supply Vs. Demand Dynamics

In his 2022 midyear outlook, Commonwealth's Nathan Parker explores energy supply and demand dynamics and what they mean for investors going forward.

07.27.22

8 Strategic Risks in Your Financial Advisory Practice

In our constantly changing industry, what can you do to address revenue growth pressure, increased regulations, and other risks in your financial advisory practice?

07.19.22

2022 Midyear Outlook: The Road Ahead for Fixed Income

What does the road ahead look like for fixed income? In his 2022 midyear outlook, Commonwealth's Peter Essele sees opportunity on the horizon.

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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.