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. Virgil Kahl, Spring Ridge Financial Group with Commonwealth since 2017 Can the Commonwealth difference make a difference in your practice? Let's Connect Katherine Liola, Concentric Private Wealth with Commonwealth since 2012 Partnerships for today and plans for the future J.D. Power has ranked us “#1 in Independent Advisor Satisfaction Among Financial Investment Firms” eight straight times.* 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 *Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, and 2021 Financial Advisor Satisfaction Studies of customer satisfaction among financial advisors. Visit jdpower.com/awards. 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. 2.3-to-1 Advisor-to-Staff Ratio More personal relationships mean a better understanding of your firm, staff, and clients. Thriving Advisors Our community boasts the highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor in April 2021, with an average of $814,075. Best Place to Work We've notched this honor more than 40 times—and counting. If a business is only as good as its people, your practice is in good hands. Independent, Always We remain privately owned so your business needs come first, not the needs of shareholders or stock prices. I knew that if they did those little things well, they would be there for the big things. Katherine Liola, Concentric Private Wealth with Commonwealth since 2012 Why Commonwealth About Us Our Advisors Transition Giving Back Our Leadership Team Our History Get ahead (and stay there) Explore how Commonwealth puts time back into your day and supports your business—your way. Flexible Affiliations Investment Solutions Technology About Us Our Insights Careers Member Login For Clients Press and News Contact Us Accessibility Policy Waltham 29 Sawyer Road, Waltham, MA 02453-3483 Toll-Free 800.237.0081 Phone 781.736.0700 Fax 781.736.0793 San Diego 110 West A Street, Suite 1800, San Diego, CA 92101-3706 Toll-Free 877.347.1982 Phone 619.471.9700 Fax 619.471.9701 Information about securities-registered professionals may be found at FINRA BROKERCHECK. Form CRS | Disclosure | Privacy Policy ©2020 Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. All rights reserved. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here.