Why Commonwealth

In an industry that changes constantly, our culture of independence, quality, and community doesn't. We like it that way—and think you will, too.

Our only business is yours

You chose the path of independence for a reason. We did, too. We work tirelessly to ensure that you can run your practice your way. Beyond day-to-day business solutions, our commitment is to provide you with something other firms promise but we've consistently delivered to our advisors for more than 40 years.  

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My first impression of Commonwealth was that they were happy to help me, to get to know me, and they were going to be there for me. I felt like, wow, they treat me the way I treat my clients.
Virgil Kahl, Spring Ridge Financial Groupwith Commonwealth since 2017

Can the Commonwealth difference make a difference in your practice?

Katherine Liola New

Katherine Liola, Concentric Private Wealth

with Commonwealth since 2012

Partnerships for today and plans for the future

J.D. Power has named us "#1 in Independent Advisor Satisfaction Among Financial Investment Firms" seven straight times.* Whether you're dually registered, 100 percent advisory, RIA, or something in between, our infrastructure supports the way you work. And as you grow, we grow with you, giving you the flexibility to evolve your practice and dream big. We've got your back through it all, with a team of people who are as passionate about seeing you succeed as you are. 

Different by design

We're not your typical firm, and we like it that way. Our secret isn't a secret at all: we do what we love, with people we love, for advisors who share our values. But don't just take our word for it.

2.1-to-1 Advisor-to-Staff Ratio

More personal relationships mean a better understanding of your firm, staff, and clients.

Thriving Advisors

Our community boasts the highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor in April 2020, with an average of $797,918.

Best Place to Work

We've notched this honor more than 40 times—and counting. If a business is only as good as its people, your practice is in good hands.

Independent, Always

We remain privately owned so your business needs come first, not the needs of shareholders or stock prices.

Katherine Liola, Concentric Private Wealthwith Commonwealth since 2012

* Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.

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Are we a good fit?

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