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
11 J.D. Power trophies

Ranked #1 Investment Firm for Independent Advisor Satisfaction 11 times in a row by J.D. Power. Read the press release to learn why.

Bull bear in a circle facing in opposite directions

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.

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.

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.

A woman wearing a tomato red shirt sits backward on a chair, smiling.

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


Why Advisors Should Capitalize on the Convergence of Wealth and Retirement

Traditional 401(k) workplace retirement plans can provide a natural segue to new wealth management clients. Learn more about the convergence of wealth and retirement and how you can use it to open doors to providing a broader scope of financial solutions.


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.


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.

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.