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.
- Making a greater impact on clients with our Technology
- Payouts of up to 100% with your choice of Affiliation Models
- A team of consultants every step of the way during Transition
- A low advisor–to-staff ratio is just one thing that Sets Us Apart
- Commonwealth advisors share their experiences in this Advisor Video
*Highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor in April 2019.
**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. .