Go where you grow.

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


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

John Nguyen

Since joining Commonwealth in 2007, John continued his firm's evolution with a transition to a fee-based business in 2018. Read John'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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Visit our dedicated site for breakaway financial advisors to learn more about the journey to independence and how to run and market your new business.

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.

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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.

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


Pay It Forward with These 12 Giving Tuesday Ideas

Looking for ways to pay it forward this Giving Tuesday? We've got some ideas to help you give back.


Is Something Amiss? Protecting Your Senior Clients

A client request seems suspicious. Now what? Learn how to help protect your senior clients from elder abuse.


Retirement Planning for Veterans and Military Clients

Former and current service members have some complex choices to make in order to manage and optimize their retirement benefits. Understanding the ins and outs of their plan options is key to helping guide them toward financial security in military retirement.


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.