Go where you grow.

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

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

Matt Ramer

How do you make a successful move from a major wirehouse to the independent channel? Read Matt’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.

Watch Advisor Jessica Blood discuss how she's tapping into unexpected growth opportunities and connecting with clients more than ever.

Social investing

Going fee-only? Focus on these three strategies for clients with legacy commission accounts.

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Same-sex couples face unique challenges in planning their estate. Here's what advisors need to know.

See why we're a Best Place to Work winner.

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

06.09.21

Family Matters: LGBTQ+ Estate Planning

From parentage rules to beneficiary designations, learn what the U.S. Supreme Court decision in the case of Obergefell v. Hodges means for LGBTQ+ estate planning.

06.02.21

Talking to Clients About ESG Investing

Don’t wait for clients to ask you about ESG investing. Learn how to broach this topic—and why doing so may present a valuable business opportunity.

05.26.21

Going Fee-Only? Strategies for Handling Legacy Commission Accounts

Making the move to fee-only means saying goodbye your legacy commission accounts. Explore options for keeping your relationships after you walk away from the revenue.

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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.