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.
With some indicators slowing, does the economy have enough momentum to keep growing? Get our take in the 2022 Midyear Outlook.
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
06.24.22
Reluctant to Outsource Investment Management? You Shouldn't Be
Today’s outsourcing options have become a game changer for many advisors. We break down the myths versus the reality of using this powerful strategy to elevate your business.
06.15.22
Protecting Senior Clients from Elder Financial Abuse
A client request seems unusual. What should you do? Consider asking these four questions to help protect senior clients from elder financial abuse.
06.08.22
How to Run a More LGBTQIA+ Inclusive Practice
LGBTQIA+ individuals and couples face unique financial challenges. Learn how you can help them plan and save for the future while fostering a more inclusive practice.
