About Us
In an industry that changes constantly, our culture of independence, quality, and community doesn't. We like it that way—and think you will, too.
Our only business is yours
You chose the path of independence for a reason. We did, too. We work tirelessly to ensure that you can run your practice your way. Beyond day-to-day business solutions, our commitment is to provide you with something other firms promise but we've consistently delivered to our advisors for more than 40 years.
My first impression of Commonwealth was that they were happy to help me, to get to know me, and they were going to be there for me. I felt like, wow, they treat me the way I treat my clients.
Can the Commonwealth difference make a difference in your practice?
Katherine Liola, Concentric Private Wealth
with Commonwealth since 2012
Partnerships for today and plans for the future
Whether you’re dually registered, 100 percent advisory, RIA, or something in between, our infrastructure supports the way you work. And as you grow, we grow with you, giving you the flexibility to evolve your practice and dream big. We’ve got your back through it all, with a team of people who are as passionate about seeing you succeed as you are
Different by design
We're not your typical firm, and we like it that way. Our secret isn't a secret at all: we do what we love, with people we love, for advisors who share our values. But don't just take our word for it.
2-to-1 Advisor-to-Staff Ratio
Thriving Advisors
Best Place to Work
Independent, Always
I knew that if they did those little things well, they would be there for the big things.