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 will the economic and market landscape look like in 2025 with a new administration? Watch our experts tackle what’s ahead in this insightful roundtable discussion.
Investment platform and technology advances to drive efficiency for advisors and deliver value to clients are coming in 2025. Read the press release.
Do you see your clients’ full retirement picture? Uncover hidden assets with our Ultimate Retirement Inventory Checklist.
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
02.12.25
Running an Independent Financial Advisory Practice with Confidence
Learn how to thrive while running an independent financial advisory practice. Get tips on compliance, operations, marketing, and achieving a balance between independence and scalable growth.
01.22.25
Leaving the Wirehouse: Your Guide to Going Independent as a Financial Advisor
Thinking about leaving the wirehouse? From choosing a business structure to charting the course ahead, our guide to going independent provides everything you need to know to achieve the future you've always envisioned.
12.18.24
Discussing Strategies for Maximizing Retirement Income
Retirement discussions with clients should not only cover saving and envisioning life after work but also the risk of outliving their savings. Discover how to prepare them for a secure retirement with these tailored strategies and resources.
