Go where you grow.

Build your business at Commonwealth today—and wherever tomorrow takes you. See how we help our independent financial advisors thrive. 

Advisor-NicholeR

With Commonwealth since 2003, Nichole has built a dynamic advisory business in three states that just keeps growing. Read Nichole's story.

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.

Headshot of CIO Brad McMillan

Independent Market Observer Daily Updates

CIO Brad McMillan provides daily coverage on how the COVID-19 pandemic is affecting the markets and economy.

Ranked #1 by J.D. Power

Commonwealth has been ranked "Highest in Independent Advisor Satisfaction Among Financial Investment Firms" for the seventh straight time.

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

12.01.20

Establishing Philanthropy as a Cornerstone of Your Practice

By helping clients realize their philanthropic goals, you can build deeper relationships with them, as well as with their families, friends, and network. You'll also have the chance to amplify your own spirit of generosity.

11.23.20

Benefit or Backfire: Navigating the Irrevocable Medicaid Trust

From family dynamics to tax implications, here’s what you and your clients should consider before implementing an irrevocable Medicaid trust.

11.20.20

How to Choose the Best Broker/Dealer for You

Choosing the best broker/dealer means looking beyond a big name, shiny sign-on bonus, and slick marketing to consider the importance of fit. Here's how.

AndrewDaniels-HighRes

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.