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.
![11 J.D. Power trophies](http://images.ctfassets.net/a320zjmb1inn/2DQkbEIwMOz1FCYFFQqGq7/91563d1cb09fa958d09916b29b3af2fc/JDP2024_11.png?w=200&h=200&fit=fill&)
Ranked #1 Investment Firm for Independent Advisor Satisfaction 11 times in a row by J.D. Power. Read the press release to learn why.
![Bull bear in a circle facing in opposite directions](http://images.ctfassets.net/a320zjmb1inn/2kflO4ATSd7Qs9zt234ERP/fe1df441f3e03584ea72d9010cfa37da/PS_Homepage__hero__200x200.png?w=200&h=200&fit=fill&)
The economic and market landscape is shifting—is it just a detour or a new direction? Navigate the path ahead with our 2024 Midyear Outlook.
![15.9 Billion](http://images.ctfassets.net/a320zjmb1inn/3FXVVAAttuYrlo3HJ4HzuD/4361249301ee25e9d1f0f14c7d0428f9/RecordRecruitingYear-Thumbnail.jpg?w=200&h=200&fit=fill&)
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.
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.
![A woman wearing a tomato red shirt sits backward on a chair, smiling.](http://images.ctfassets.net/a320zjmb1inn/4XUTCi1nurrhcfWhHv61Kx/7da90f9cb7925d85bd17bc64f08564a4/hp_hero.png?w=600&h=900&fit=fill&)
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
08.21.24
Financial Advisor Branding: Simple Steps to Level Up and Stand Out
How do you build a brand that resonates? Explore this article for financial advisor branding tips that can help attract your ideal clients and grow your firm.
08.07.24
Navigating the Regulatory Landscape for Investment Advisers
From off-channel communications to complex products, there are several key areas RIAs need to focus on when navigating the regulatory landscape.
06.05.24
Why Advisors Should Capitalize on the Convergence of Wealth and Retirement
Traditional 401(k) workplace retirement plans can provide a natural segue to new wealth management clients. Learn more about the convergence of wealth and retirement and how you can use it to open doors to providing a broader scope of financial solutions.