LPL Financial to Acquire Commonwealth Financial Network

Former Wirehouse Team Peoples & Co. Private Wealth Stewardship Chooses Commonwealth

Schneider Wealth Strategies Joins Commonwealth

Commonwealth Welcomes Two Long Island Affiliates

Diversified Capital Management Joins Commonwealth to Streamline Operations

Commonwealth Unveils Investment Platform and Technology Advances at 2024 National Conference

Commonwealth Advisors Convene in Record Numbers at 2024 National Conference

Aegis Consulting, a Commonwealth Advisory Firm, Nearly Doubles Advisor Head Count and Assets

Commonwealth Partners with Legacy Capitals, Enhancing High-Net-Worth Offering

Krueger Financial Services Finds Cultural Fit and Gains Efficiencies in Move to Commonwealth

Sentinel Advisory Group Chooses Commonwealth as New Firm Partner

Commonwealth Remains Only Firm to Earn #1 Ranking from J.D. Power for Independent Advisor Satisfaction

Terramar Wealth Joins Commonwealth to Focus on Quality

Kin Wealth Embraces Independence—and a Familial Approach—with Commonwealth

Commonwealth Expands Advisor Access to Alternative Investments with iCapital Partnership

Tupelo Wealth Partners Joins Commonwealth to Boost Operational Efficiencies and Springboard Growth

Commonwealth Announces Second Year of Record Results with Newly Recruited Assets Exceeding $15.9 Billion

Commonwealth’s Virtual Paraplanning Program Expands Advisors’ Financial Planning Capabilities and Increases Client Support

Commonwealth Expands Model Portfolio Platform to Provide Advisors Greater Choice and Control

$3B Advisor Firm Mammini Company Shifts to Commonwealth for Next Wave of Growth

Commonwealth Announces Future Plans to Fuel Advisor Growth in Areas of High Net Worth and M&A

Commonwealth Empowers Advisors to Rethink What’s Possible at 2023 National Conference

Commonwealth Welcomes Wealth Management Industry Veteran Noreen Beaman to Its Advisory Board

R&R Wealth Management Selects Commonwealth for Sophisticated Support

Paragon Financial, LLC, Joins Commonwealth for Flexibility and Growth

Commonwealth Creates Connections Between Advisors and Next-Gen CFP® Professionals Through New Talent Exchange Initiative

The Power of Partnership: Commonwealth’s Advisor-Driven Success Leads to 10th Consecutive J.D. Power Award

Growth-Minded Foundations Financial Partners Chooses Commonwealth

Aegis Consulting Joins Commonwealth to Accelerate Growth

Trusted Wealth Partners Selects Commonwealth to Enhance Client Experience and Grow Its Business

Pinnacle Private Wealth Makes Leap to Independence with Commonwealth

KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Commonwealth Announces Highest Recruiting Results in Its 43-Year History, with New Assets Nearly Doubling from 2021

Commonwealth Offers CPWA® Program in Partnership with Investments & Wealth Institute and The University of Chicago Booth School of Business

Core Financial Group Chooses Commonwealth to Help Expand Fee-Based Business

Cedarwood Financial Partners Breaks Away to Join Commonwealth

Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes and Capitalize on Technology

Ryan Financial Group Joins Commonwealth to Scale Its Business

Commonwealth’s Strategic Goal of $1 Trillion in AUM Reinforces Commitment to Advisor Growth

Commonwealth’s 2022 National Conference Draws Nearly 2,000, Focuses on Advisor Growth and Community

Commonwealth Wins WealthManagement.com Industry Award for Transition Support

Commonwealth Hires Industry Veteran Michelle Kelley as New Deputy General Counsel and Chief Privacy Officer

Strategic Financial Solutions Joins Commonwealth to Bolster Productivity and Efficiency

Fee-Based Censia Wealth Advisors Discovers Community in Move to Commonwealth

Commonwealth Sets the Standard Again by Ranking Highest in J.D. Power Independent Advisor Satisfaction for the Ninth Consecutive Time

Commonwealth Announces New Flexible Financing Options to Enable Advisors’ Growth and Succession Planning

40% of Advisory Assets Will Transition in 10 Years, According to Cerulli

Lumitas Wealth Strategies Breaks from Wirehouse to Join Commonwealth

Commonwealth Empowers Advisors with Brand Studio Offering

Women-Owned Independent RIA Moves Its Business to Commonwealth

Commonwealth Unveils New Virtual Administration Program

Commonwealth Launches First-Ever Business-Building Program for Next-Gen Advisors

4th Quarter Wealth Management Chooses Independence with Commonwealth

Opus 111 Group Brings Client-First Business to Commonwealth

Cerulli Study Shows Implications a Firm Partner Can Have on Efficiency, Highlights Commonwealth

Commonwealth Deepens Its Commitment to Environmental, Social, and Corporate Governance Standards

Father-Daughter Team at V & V Financial Moves Their Multigenerational Planning Firm to Commonwealth

Dedicated Mentorship Program for Women Advisors Kicks Off at Commonwealth

Commonwealth Hosts 2021 National Conference for Financial Advisors

Commonwealth Wins Two WealthManagement.com Industry Awards

Commonwealth Boosts RIA Services with Dedicated Compliance Officer

Virginia Firm, 7 Grains Planning & Investments, Heads for Commonwealth

Aucoin Wealth Management's Move to Independence Underscores Commitment to Clients

Dodds Wealth Management Group Chooses Commonwealth for Its Return to Independence

Blaser Investment Management Group Eyes Growth in Move to Commonwealth

Advisor Klaudia Conradt Joins Commonwealth-Affiliated Conestoga Wealth Partners

Commonwealth Ranks Highest in J.D. Power Independent Advisor Satisfaction for Eighth Consecutive Time

Anlon Financial Strategies Selects Commonwealth as First Firm Partner After Departing Wirehouse

Women of Commonwealth Initiative Emphasizes Commitment to Inclusion and Community

Former Wirehouse Advisor Joins Commonwealth Affiliate Waypoint Financial

FS Financial Departs Wirehouse for Independent Channel with Commonwealth

Commonwealth Hires Industry Executive as New General Counsel

Integrated Wealth Advisors Chooses Commonwealth After Departure from Wirehouse

Commonwealth to Bolster Wealth Management Advisor Support with Incoming Senior Vice President

Commonwealth Eyes Future Growth with Key Additions to Technology, Information Security Leadership Teams

Soft Landing Services Suite from Commonwealth Targets Incoming Wirehouse Advisors

Kramer Wealth Strategies Departs Wirehouse for Independence with Commonwealth

Monterey Custom Wealth Management Goes Independent with Commonwealth

Commonwealth's Virtual 2020 National Conference Benefits Local and Global Charitable Organizations

Commonwealth Launches Commonwealth Connect

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