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  • Your Advantage
    • Evolve Your Business
    • Accelerate Your Growth
    • Streamline Your Operations
    • Transition Your Way
  • Advisor Solutions
    • Affiliation Flexibility
    • Tailored Business Strategies
    • Entrepreneurial Capital
    • Advanced Planning & Research
    • Complete Marketing Support
    • Holistic Investment Solutions
    • Collaborative Compliance
    • Powerful Technology
    • Outsourced Business Solutions
  • Insights
    • Insights
    • The Independent Market Observer
    • Breakaway Resource Center
    • Advisor Stories
    • Press and News
  • About Us
    • Leadership
    • Our History
    • Advisor-Centric Culture
    • Our Diversity, Equity, and Inclusion Mission
    • Our Corporate Social Responsibility
    • Commonwealth Cares
  • Member Login
  • For Clients
  • Careers
Let's Connect
  • Your Advantage
  • Advisor Solutions
  • Insights
  • About Us
Let's Connect
  • Member Login
  • For Clients
  • Careers

Advisor Solutions

Advisor-focused business solutions, powered by people. Commonwealth's dedicated team and innovative tools deliver exactly what you need to serve your clients and run your independent business—day in and day out—seamlessly.

  • 01↗

    Affiliation Flexibility

    Choose the affiliation model that works for you today—and benefit from the flexibility to change direction tomorrow.
  • 02↗

    Tailored Business Strategies

    Get ahead (and stay there) with insight and experience, right at your fingertips.
  • 03↗

    Advanced Planning & Research

    Realize your vision for the future of your practice, no matter where you are and where you’re headed.
  • 04↗

    Complete Marketing Support

    Build your brand and your business with our turnkey tools and marketing know-how.
  • 05↗

    Holistic Investment Solutions

    Select from our full menu of investment options and model portfolios to help achieve your clients' goals.
  • 06↗

    Collaborative Compliance

    Rely on a team that works by your side, not in your way, to stay the course in a changing landscape.
  • 07↗

    Powerful Technology

    Power your practice with technology solutions built for—and by—advisors like you.
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.

Let's Connect
Commonwealth Logo
  • Your Advantage
  • Evolve Your Business
  • Accelerate Your Growth
  • Streamline Your Operations
  • Transition Your Way
  • Advisor Solutions
  • Affiliation Flexibility
  • Tailored Business Strategies
  • Entrepreneurial Capital
  • Advanced Planning & Research
  • Complete Marketing Support
  • Holistic Investment Solutions
  • Collaborative Compliance
  • Powerful Technology
  • Outsourced Business Solutions
  • Insights
  • The Independent Market Observer
  • Breakaway Resource Center
  • Advisor Stories
  • Press and News
  • About Us
  • Leadership
  • Our History
  • Advisor-Centric Culture
  • Diversity, Equity, & Inclusion
  • Corporate Responsibility
  • Commonwealth Cares
  • About Us
  • Our Insights
  • Careers
  • Member Login
  • For Clients
  • Press and News
  • Contact Us
  • Accessibility Policy

Waltham

29 Sawyer Road, Waltham, MA 02453-3483

Toll-Free 800.237.0081

Phone 781.736.0700

Fax 781.736.0793

San Diego

110 West A Street, Suite 1800, San Diego, CA 92101-3706

Toll-Free 877.347.1982

Phone 619.471.9700

Fax 619.471.9701

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