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 ranks highest in advisor satisfaction on Wealth Management magazine’s 2016 Independent Broker/Dealer Report Card. 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.

*Highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor in April 2018