Overview

Welcome

Discover a community dedicated to doing whatever it takes to help you put your clients first. However you affiliate with us, you'll have the full power of our resources and infrastructure at your disposal.

Andrew Daniels, Managing Principal,
Business Development

see the benefits for you and your clients

Whether your business model is commissions, advisory, planning, or hybrid, you’ll find an infrastructure that supports the way you want to work.

Whatever path you choose, you'll have the backing of the firm that J.D. Power has named "Highest in Independent Advisor Satisfaction Among Financial Investment Firms" five straight times*. As the nation's largest privately held Registered Investment Adviser–independent broker/dealer, we're free to reinvest our earnings in what's best for our advisors, not in shareholder dividends. From our business–driving Client360°® technology to a fee–based platform that gives you the freedom to make the best choices for your clients and your practice—Commonwealth delivers what today's independent advisors need to thrive.

*Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.