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.
Ranked #1 Investment Firm for Independent Advisor Satisfaction 11 times in a row by J.D. Power. Read the press release to learn why.
The economic and market landscape is shifting—is it just a detour or a new direction? Navigate the path ahead with our 2024 Midyear Outlook.
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.
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
10.09.24
Year-End Financial Planning: 10 Topics to Discuss with Clients
Ready to make your year-end financial planning discussions with clients as productive as possible? Get started by focusing on these 10 key areas.
09.18.24
Developing Information Security Awareness at Your Advisory Firm
Have you established an effective security awareness program at your firm? To get started, use these helpful guidelines to safeguard your firm's information and educate staff members on common scams.
09.04.24
From Instinct to Insight: Helping Clients Overcome Behavioral Biases
How can you empower clients to make better financial decisions? Read this article for tips on helping them overcome behavioral biases that cloud their judgment.
