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 Evolve Your Business
Scale to Drive Your Growth
Support to Operate with Ease
15.9 Billion

We hit new heights in 2023, recruiting $15.9 billion in assets. See our press release for more on our second year of noteworthy results.

Bull bear in a circle facing in opposite directions

After a solid 12 months, can the economy and markets stay the course in 2024? Survey the landscape in our 2024 Outlook.

A woman in a red shirt and man touching his chin look at a computer reviewing inflection points.

Is it time to pivot? Identify inflection points in your business, and learn how to evolve for future growth.

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

05.29.24

How to Choose the Best Firm Partner for Your Advisory Business

Choosing the best firm partner for your advisory business means looking beyond a big name, shiny sign-on bonus, and slick marketing to consider the importance of fit. Here's how.

05.22.24

3 Strategies for Reducing Risk in Portfolios

How can you help clients navigate their investment options in both up and down markets? Learn how three key strategies can assist with reducing risk in portfolios.

05.08.24

Essential Strategies for Winning High-Net-Worth Clients

How do you go about securing high-net-worth clients? How much wealth they hold influences what they value from an advisor, so you'll need strategies to win this valuable demographic.

Becca Hajjar-footer

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.