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, 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.