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.
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.
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.
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.
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.
Advisor Voices
What we're thinking
11.13.24
Scaling for Enterprise Growth with Client Segmentation
Does it feel like you and your staff are at capacity? Segmenting clients and mapping out services to deliver to each tier can help you redirect your energy toward the right people and activities—and create enterprise growth.
10.09.24
Year-End Financial Planning: 10 Topics to Discuss with Clients
Ready to make your year-end financial planning discussions with clients as productive as possible? Get started by focusing on these 10 key areas.
09.18.24
Developing Information Security Awareness at Your Advisory Firm
Have you established an effective security awareness program at your firm? To get started, use these helpful guidelines to safeguard your firm's information and educate staff members on common scams.
