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  • A comprehensive suite of advisor solutions:

    • 01 Practice Management
    • 02 Marketing
    • 03 Technology
    • 04 Community
    • 05 Compliance
    • 06 Investment Solutions
    • 07 Flexible Affiliations
    • 08 Research
    • 09 Planning
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What We Offer

Advisor-focused business solutions, powered by people. Commonwealth's dedicated team and innovative tools deliver exactly what you need to serve your clients and run your independent business—day in and day out—seamlessly.

Virgil Kahl

Virgil Kahl, Spring Ridge Financial Group

with Commonwealth since 2017

Read Virgil's story.

  • 01↗

    Practice Management

    Get ahead (and stay there) with insight and experience, right at your fingertips.
  • 02↗

    Marketing

    Build your brand and your business with our turnkey tools and marketing know-how.
  • 03↗

    Technology

    Power your practice with technology solutions built for—and by—advisors like you.
  • 04↗

    Community

    Connect with others who share your passion for success in a firm that feels like home.
  • 05↗

    Compliance

    Rely on a team that works by your side, not in your way, to stay the course in a changing landscape.
  • 06↗

    Investment Solutions

    Select from our full menu of investment options and model portfolios to help achieve your clients' goals.
  • 07↗

    Flexible Affiliations

    Choose the affiliation model that works for you today—and benefit from the flexibility to change direction tomorrow.
  • 08↗

    Research

    Tap into our team of experts for timely market analysis and insight.
  • 09↗

    Planning

    Tackle any planning challenge with some help from our community forum and one-of-a-kind playbook.
AndrewDaniels-HighRes

Are we a good fit?

Hi, I'm Andrew, the managing principal in charge of business development. I can't wait to learn more about you and share our Commonwealth story.

Let's Connect
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  • Contact Us

Waltham

29 Sawyer Road, Waltham, MA 02453-3483

Toll-Free 800.237.0081

Phone 781.736.0700

Fax 781.736.0793

San Diego

110 West A Street, Suite 1800, San Diego, CA 92101-3706

Toll-Free 877.347.1982

Phone 619.471.9700

Fax 619.471.9701

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