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.
We hit new heights in 2023, recruiting $15.9 billion in assets. See our press release for more on our second year of noteworthy results.
After a solid 12 months, can the economy and markets stay the course in 2024? Survey the landscape in our 2024 Outlook.
Is it time to pivot? Identify inflection points in your business, and learn how to evolve for future growth.
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.
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
05.08.24
Essential Strategies for Winning High-Net-Worth Clients
How do you go about securing high-net-worth clients? How much wealth they hold influences what they value from an advisor, so you'll need strategies to win this valuable demographic.
04.24.24
6 Social Media Best Practices for Financial Advisors
Does your financial advisory firm's social media content need an upgrade? These social media best practices can help enhance your online presence and attract the right kind of attention.
04.10.24
The Joys (and Issues) of Working with Family in Your Advisory Firm
Discover the dynamics, opportunities, and challenges of working with family members in independent financial advisory firms, along with strategies to work together effectively.