How We‘re Different

Purpose, Passion, People

At Commonwealth, we believe the secret to our success is doing what we love and sharing our passion with other like-minded people. It’s a formula we began cultivating when we opened our doors in 1979, and it remains the focus of our mission today.

Our Mission

Why it matters to you

  • Technology that gives you a 360° view of your clients and your business Explore
  • A transition team focused on maximum retention of clients and assets Details
  • An advisory platform to let you run your business the way you want Discover
  • Practice Management and coaching programs to bring out your inner CEO Read More
  • Educational conferences that are the talk of the industry Take a Look

Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018-2020 U.S. Financial Advisor Satisfaction Studies of independent advisors’ satisfaction among those who are affiliated with a broker-dealer but operate independently. Visit for more details.