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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Commonwealth advisor Alex unlocked the secret to nurturing next-generation advisors. Read more about him, and his methods, in our Q&A.

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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A recent Cerulli study shows breaking away with the right firm partner could give you back your most precious commodity. Learn more.

AP guide SM Topper

High-net-worth clients need unique wealth management solutions. Download our guide and get four key strategies to help you create comprehensive financial plans.

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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.

We're a 43x Best Place to Work winner. Join our team and find out why.

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

01.19.22

Need a Human Resources Strategy? Start with These 6 Best Practices

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.

01.12.22

Online Lead Generation Services for Financial Advisors

Lead generation vendors offer a tempting pitch, but are their services a good fit for your practice?

01.05.22

How to Make the Most of Winning an Industry Award

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.

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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.