Quality and Community

For over four decades, our unwavering dedication to quality and community has been the driving force behind our success. We believe it’s what sets us apart and propels us forward.

How We Started

Our journey began in 1979, with a vision to empower financial advisors like you to build thriving businesses on their terms, not those dictated by a parent company. Today, we continue to live that vision by providing holistic, integrated solutions that support your business’s evolution, growth, and operational efficiency.

But we’re more than just a service provider. We’re your partner, dedicated to fueling your growth and amplifying your impact in the industry and on your clients.

Who We Are

Our home office is a close-knit group. We're passionate about working with one another, and we're even more passionate about serving our advisors. When you join us, you’ll have easy access to proactive support teams who not only answer your questions but solve your problems. And the firm’s senior leaders are only a cell phone call away.

What Sets Us Apart

Where practice management began

You’re not just a financial advisor; you’re a business owner, too. That’s why, since 1989, we’ve been offering practice management assistance (today known as business consulting) to help our advisors navigate the challenges of strategic growth and leadership, people management, and operational scale and efficiency. Through practical learning, peer development, and engagement with leadership and in-house consultants, you get the tools you need to fuel your firm’s evolution.

Our indispensable standard of service

Service so great you can’t imagine doing business without it. We committed to that standard early in our history, and it continues to drive all of our interactions with our advisors and with our colleagues.

An advisor-centered community

When you join Commonwealth, you join an exclusive group of like-minded individuals dedicated to bettering the lives of their clients and communities.

Make connections

• Build relationships with the highest-producing financial advisors in the industry*

• Get exclusive access to events that help you develop your professional abilities

• Meet business-savvy advisors who have been with Commonwealth for 10 years on average

• Find M&A opportunities within a supportive community aimed at minimizing disruption for clients

Stay connected

With so many opportunities to learn from, collaborate with, and get inspired by your peers and mentors at Commonwealth, you'll never be scrambling to find targeted professional development again.

Experience the Difference

At our core lies an unwavering commitment to service, going above and beyond to meet your needs and exceed your expectations. Our advisor-centric culture ensures that every decision and every innovation is geared toward enhancing your experience and driving your business forward.

Joining our community isn't just a choice; it's a transformative step toward unlocking your full potential.