Commonwealth advisor Alex unlocked the secret to nurturing next-generation advisors. Read more about him, and his methods, in our Q&A.
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.
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.
A recent Cerulli study shows breaking away with the right firm partner could give you back your most precious commodity. Learn more.
High-net-worth clients need unique wealth management solutions. Download our guide and get four key strategies to help you create comprehensive financial plans.
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.
We're a 43x Best Place to Work winner. Join our team and find out why.
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.Learn More
What can you expect in transition?
See the difference a dedicated team makes.Learn More
What we're thinking
For small firms, a solid human resources strategy can pay off in big ways. Learn how a well-thought approach can lead to greater efficiency and profitability for your business, and gain tips for building your program from the ground up.
Lead generation vendors offer a tempting pitch, but are their services a good fit for your practice?
Can the industry awards you’ve snagged help you win over clients and prospects? Learn tips to help you make the most of the recognition you garner in order to grow your business.