With Commonwealth since 2003, Nichole has built a dynamic advisory business in three states that just keeps growing. Read Nichole's story.
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.
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.
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.Learn More
What can you expect in transition?
See the difference a dedicated team makes.Learn More
What we're thinking
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.
From family dynamics to tax implications, here’s what you and your clients should consider before implementing an irrevocable Medicaid trust.
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.