Welcome to the power of partnership.

Welcome to Commonwealth.

You have a vision as an independent financial advisor. Realize it with a partner that puts you first and powers you forward with sophisticated solutions, specialized consulting, and intuitive tools.

Investment platform and technology advances to drive efficiency for advisors and deliver value to clients are coming in 2025. Read the press release.

A financial advisor works with clients to review the ultimate retirement inventory checklist.

Do you see your clients’ full retirement picture? Uncover hidden assets with our Ultimate Retirement Inventory Checklist.

Ranked #1 Investment Firm for Independent Advisor Satisfaction 11 times in a row by J.D. Power. Read the press release to learn why.

An advisor-centric approach to fuel your success

Whether you're growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time, turn to our innovative, advisor-forward strategies to give you a competitive advantage.

Discover Your Advantage

A woman wearing a tomato red shirt sits backward on a chair, smiling.

Be the advisor you want to be

Build your business with comprehensive, integrated capabilities that accentuate your strengths and a partner who’s as invested in your success as you are.

Learn More About Our Advisor-Centric Culture

Break away and break through

Get up and running as an independent business owner with a suite of valuable resources, from guidance for managing the economics and risks of entrepreneurship to strategies for marketing your new business.

Learn More

Go from fee-mostly to fee-only

Take control of your growth path by affiliating as your own RIA or through our corporate RIA, with personalized consulting, operations, and compliance tailored to help you optimize your business.

Learn More

hp_caro_oscarLopez_img — "My dad was the kind of man that would always pull over to help anyone who was stranded on the side of the road. That kind of instilled in me a wanting to help others." Watch the video.

hp_caro_mbrm_img — "Before, I was working for someone else, trying to qualify for a fancy trip and health insurance. Now, I want to build an enterprise. I want to build a business." Watch the video.

hp-jeffGodchaux-caro-image — "A lot of people tell their clients, 'Save more money.' I'm like, 'Hey, you've got plenty of money. You need to spend more of it. Go on vacation. Quit being so tight with it.'" Watch the video.

MariannaGoldberg_hp_caro_img — "[My dad’s] financial advisor spent a good hour explaining the options, what he does, and how he can help. At the end of the conversation, I said, 'How do I do what you do?' And the rest is history." Watch the video.

Meet Our Advisors

What we're thinking

Are we a good fit?

Hi, I'm Becca, managing principal, chief business development officer at Commonwealth. I can't wait to learn more about you and share our Commonwealth story.

Let's Connect

Welcome to the power of partnership.

An advisor-centric approach to fuel your success

Be the advisor you want to be

Break away and break through

Go from fee-mostly to fee-only

Tailored Business Strategies

Advanced Planning & Research

Complete Marketing Support

Collaborative Compliance

Powerful Technology

Advisor Voices

"My professor said, 'You would be a really good advisor because you understand the numbers, but you also understand people, and you’re always going to do what’s best.'" Watch the video.

"It was a very straightforward decision to come to Commonwealth after I learned about the firm’s emphasis and flexibility around investment management and financial planning."

Jodi and Newlin's ability to deliver their signature high-touch service has transformed a year of unpredictability into one of growth.

"Commonwealth has the culture and the resources to make my firm and the client experience exactly how I want."

"My dad was the kind of man that would always pull over to help anyone who was stranded on the side of the road. That kind of instilled in me a wanting to help others." Watch the video.

"Before, I was working for someone else, trying to qualify for a fancy trip and health insurance. Now, I want to build an enterprise. I want to build a business." Watch the video.

"A lot of people tell their clients, 'Save more money.' I'm like, 'Hey, you've got plenty of money. You need to spend more of it. Go on vacation. Quit being so tight with it.'" Watch the video.

"[My dad’s] financial advisor spent a good hour explaining the options, what he does, and how he can help. At the end of the conversation, I said, 'How do I do what you do?' And the rest is history." Watch the video.

"My professor said, 'You would be a really good advisor because you understand the numbers, but you also understand people, and you’re always going to do what’s best.'" Watch the video.

"It was a very straightforward decision to come to Commonwealth after I learned about the firm’s emphasis and flexibility around investment management and financial planning."

Jodi and Newlin's ability to deliver their signature high-touch service has transformed a year of unpredictability into one of growth.

"Commonwealth has the culture and the resources to make my firm and the client experience exactly how I want."

"My dad was the kind of man that would always pull over to help anyone who was stranded on the side of the road. That kind of instilled in me a wanting to help others." Watch the video.

"Before, I was working for someone else, trying to qualify for a fancy trip and health insurance. Now, I want to build an enterprise. I want to build a business." Watch the video.

"A lot of people tell their clients, 'Save more money.' I'm like, 'Hey, you've got plenty of money. You need to spend more of it. Go on vacation. Quit being so tight with it.'" Watch the video.

"[My dad’s] financial advisor spent a good hour explaining the options, what he does, and how he can help. At the end of the conversation, I said, 'How do I do what you do?' And the rest is history." Watch the video.

"My professor said, 'You would be a really good advisor because you understand the numbers, but you also understand people, and you’re always going to do what’s best.'" Watch the video.

"It was a very straightforward decision to come to Commonwealth after I learned about the firm’s emphasis and flexibility around investment management and financial planning."

Jodi and Newlin's ability to deliver their signature high-touch service has transformed a year of unpredictability into one of growth.

"Commonwealth has the culture and the resources to make my firm and the client experience exactly how I want."

What we're thinking

The Fee-Only Advisor

Navigating the Regulatory Landscape for Investment Advisers

Wealth Planning & Investing

Why Advisors Should Capitalize on the Convergence of Wealth and Retirement

HEATHER TEST

Are we a good fit?