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

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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.

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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

The Fee-Only Advisor

Navigating the Regulatory Landscape for Investment Advisers

Scott Wilkinson, IACCP

08.07.24

Wealth Planning & Investing

Why Advisors Should Capitalize on the Convergence of Wealth and Retirement

Mathew Powers, CFA®, AIF®, AIFA®

06.05.24

12.18.24

Discussing Strategies for Maximizing Retirement Income

Retirement discussions with clients should not only cover saving and envisioning life after work but also the risk of outliving their savings. Discover how to prepare them for a secure retirement with these tailored strategies and resources.

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.

All Insights

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

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

"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.