Advisor-Centric Culture

Supercharge your business growth by joining a community designed for financial advisors like you.

Two conference attendees smile and connect

Forge powerful industry connections

Your firm's success hinges on your ability to connect with trusted colleagues and financial industry experts. Those connections help you stay up to speed on the latest trends, news, and regulations. Most importantly, your community should help drive better ROI and enhance your goals—so you can keep providing your clients with the best service possible.

Explore how you can elevate your business and client service as part of our community.

Make connections that support your and your clients’ goals

  • Build relationships with the highest-producing financial advisors in the industry*
  • Get exclusive access to events that help you develop your professional abilities
  • Meet business-savvy advisors who have been with Commonwealth for 10 years on average
  • Find qualified buyers and sellers for M&A within a supportive community and minimize disruption for your clients
Ryan Fleming, Armstrong, Fleming & Moore, Inc., with Commonwealth since 2009
Ryan Fleming, Armstrong, Fleming & Moore, Inc., with Commonwealth since 2009Read Ryan's Story
Attendees gather at Commonwealth Financial Network's National Conference

Commonwealth advisors and team members enjoyed hearing from inspirational speakers, industry partner experts, and home office staff at our annual National Conference—our community’s flagship educational event.

Stay connected through business-building programs

With so many opportunities to learn from, collaborate with, and get inspired by your peers and mentors at Commonwealth, you'll never be scrambling to find targeted professional development again.

These and other exclusive events are only available to Commonwealth advisors.

Christine Byrne, Back Cove Financialwith Commonwealth since 2000

Access reliable industry expertise and peer support

A Dynamic Network

Connect with advisors who are happy to share their insights, knowledge, and expertise.

Next-Level Guidance

Choose from a wide variety of targeted mentorship opportunities.

Powerful Insights

Meet high-profile, successful advisors representing every business model.

Sustainable Growth

Efficiently align your personal and professional goals to drive your firm's growth.
43.2% Commonwealth has the highest percentage of CFP® professionals**
Commonwealth advisors learn and network at a spring program event.

See your feedback drive positive change

  • Easily share your ideas and questions in multiple ways, including our feedback forum
  • Have influence on our support and solutions—we respond to 92% of advisors' suggestions within 24 hours
  • Get timely responses from Commonwealth's subject matter experts in areas like Practice Management, Compliance, Marketing, and more
  • Gain detailed visibility into your peers' needs and challenges
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Community members give the Gingerland Preschool in Nevis, West Indies, a fresh coat of paint during our 2022 Leaders Conference.

Be a force for good

Feel great about opportunities to give back to communities across the globe through Commonwealth Cares.
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Get excited about our annual Special Service Award, given to advisors who go above and beyond for their communities.
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Commonwealth Cares has served 1,845 worthy organizations and counting

Discover the power of a different kind of culture.

*Highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor, April 2023.

**According to InvestmentNews' 2023 Independent Broker-Dealer Survey.

 

Becca Hajjar-footer

Hi, I’m Becca, managing principal, chief business development officer at Commonwealth. Connect with me to see how an advisor-centric culture can help you and your clients succeed.