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.

What could go wrong—or right—for the economy and market in 2023? A lot, it turns out. Read our Outlook for more on what we’ll be watching.

Commonwealth announces three new business growth initiatives at its premier annual National Conference.

Our strategic goal of $1 trillion in AUM reinforces our commitment to advisor growth. Read the press release.

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Seeking freedom? Explore independence with this four-part research series from Cerulli Associates.

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.

Discover Your Advantage

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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.

Learn More About Our Advisor-Centric Culture

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.

Learn More

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.

Learn More

MariannaGoldberg_hp_caro_img — "[My dad’s] financial advisor spent a good hour explaining the options, what he does, and how he can help. At the end of the conversation, I said, 'How do I do what you do?' And the rest is history."

ChadSutton-Caro-Image — "My professor said, 'You would be a really good advisor because you understand the numbers, but you also understand people, and you’re always going to do what’s best.'"

kaneda_caro_600px — "It was a very straightforward decision to come to Commonwealth after I learned about the firm’s emphasis and flexibility around investment management and financial planning."

jodi and newlin_caro_600px — Jodi and Newlin's ability to deliver their signature high-touch service has transformed a year of unpredictability into one of growth.

Meet Our Advisors

What we're thinking

Financial advisor meets with high net worth clients

Wealth Planning & Investing

7 Tools Advisors Need to Give High-Net-Worth Clients What They Want

Martin Baker, CFP®

01.18.23

Keywords: forward-thinking, client-centric, truly independent, flexible,
control, infrastructure, fiduciary

Marketing & Practice Management

Recruit the Right Advisor for Your Firm in 5 Steps

Kristen Terpstra

11.16.22

03.08.23

This Framework Can Help Build Economies of Scale in Your Advisory Firm

Ready to turn your successful advisory firm into an exceptional one? Start with this framework for measuring productivity, setting strategic objectives, and establishing an infrastructure, and get ready to build economies of scale to fuel future growth.

02.22.23

Managing Risk in Client Relationships

How can you manage risk in your client relationships? Find out how to navigate challenging situations that may pose potential threats to your advisory firm.

02.01.23

Trends in Financial Services: The Evolving M&A Landscape

Wondering what it takes to buy or sell a practice? Learn what's trending in the evolving M&A landscape.

All Insights

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.

Let's Connect

Welcome to the power of partnership.

An advisor-centric approach to fuel your success

Be the advisor you want to be

Break away and break through

Go from fee-mostly to fee-only

Tailored Business Strategies

Advanced Planning & Research

Complete Marketing Support

Collaborative Compliance

Powerful Technology

Advisor Voices

"It was a very straightforward decision to come to Commonwealth after I learned about the firm’s emphasis and flexibility around investment management and financial planning."

Jodi and Newlin's ability to deliver their signature high-touch service has transformed a year of unpredictability into one of growth.

"Commonwealth has the culture and the resources to make my firm and the client experience exactly how I want."

"What’s amazing about the retirement plan industry and the 401(k) space is they are the most native environments for building financial know-how for people."

"[My dad’s] financial advisor spent a good hour explaining the options, what he does, and how he can help. At the end of the conversation, I said, 'How do I do what you do?' And the rest is history."

"My professor said, 'You would be a really good advisor because you understand the numbers, but you also understand people, and you’re always going to do what’s best.'"

"It was a very straightforward decision to come to Commonwealth after I learned about the firm’s emphasis and flexibility around investment management and financial planning."

Jodi and Newlin's ability to deliver their signature high-touch service has transformed a year of unpredictability into one of growth.

"Commonwealth has the culture and the resources to make my firm and the client experience exactly how I want."

"What’s amazing about the retirement plan industry and the 401(k) space is they are the most native environments for building financial know-how for people."

"[My dad’s] financial advisor spent a good hour explaining the options, what he does, and how he can help. At the end of the conversation, I said, 'How do I do what you do?' And the rest is history."

"My professor said, 'You would be a really good advisor because you understand the numbers, but you also understand people, and you’re always going to do what’s best.'"

"It was a very straightforward decision to come to Commonwealth after I learned about the firm’s emphasis and flexibility around investment management and financial planning."

Jodi and Newlin's ability to deliver their signature high-touch service has transformed a year of unpredictability into one of growth.

"Commonwealth has the culture and the resources to make my firm and the client experience exactly how I want."

"What’s amazing about the retirement plan industry and the 401(k) space is they are the most native environments for building financial know-how for people."

What we're thinking

Wealth Planning & Investing

7 Tools Advisors Need to Give High-Net-Worth Clients What They Want

Marketing & Practice Management

Recruit the Right Advisor for Your Firm in 5 Steps

03.08.23

This Framework Can Help Build Economies of Scale in Your Advisory Firm

02.22.23

Managing Risk in Client Relationships

02.01.23

Trends in Financial Services: The Evolving M&A Landscape

Are we a good fit?