What We Offer Why Commonwealth Our Insights Let's Connect Go where you grow. Build your business at Commonwealth today—and wherever tomorrow takes you. See how we help our independent financial advisors thrive. Can you foster a culture of learning while continuing to grow as an advisor and business owner? Read Ryan’s story. Since joining Commonwealth in 2007, John continued his firm's evolution with a transition to a fee-based business in 2018. Read John's story. Their RIA was just five weeks old when news of the pandemic broke in 2020. How did advisors Jodi and Newlin pivot? Watch their story. Visit our dedicated site for breakaway financial advisors to learn more about the journey to independence and how to run and market your new business. So, you want to break away from the wirehouse. Now what? Download our complimentary guide to what you should do next. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Read the press release. Explore more than 65 open roles at Commonwealth. Join our team. You belong here Dually registered, 100 percent advisory, or something in between—come to Commonwealth as you are and grow your business, your way. Partner with a firm that values the same things you do: freedom, choice, and culture. Impossible? Not here. All Models, Supported What does success look like for you? You decide and we'll get you there, no matter which business model you choose—today or in the future. Passion for People We treat our advisors, staff, and community like family. It's been the secret to our success for more than 40 years, and that's something we'll never change. Quality and community Commonwealth's story was built one advisor at a time. Let's build yours here. You'll find the solutions and expertise to move your business forward, backed by our best resource: the best people. Explore why advisors continue to choose us to help them succeed. Learn More What can you expect in transition? See the difference a dedicated team makes. Learn More 01 Practice Management 02 Marketing 03 Technology 04 Community 05 Compliance 06 Investment Solutions 07 Flexible Affiliations 08 Research 09 Planning Work with us! Explore our Careers page and see how we're serious about what we do (without taking ourselves too seriously). Careers ←→ What we're thinking Marketing & Practice Management Prospecting for High-Net-Worth Clients Brian Glazer, ChFC® 08.07.19 Marketing & Practice Management Valuing an Advisory Practice: Fundamentals to Consider Christine Heuston 07.13.21 11.24.21 Pay It Forward with These 12 Giving Tuesday Ideas Looking for ways to pay it forward this Giving Tuesday? We've got some ideas to help you give back. 11.17.21 Is Something Amiss? Protecting Your Senior Clients A client request seems suspicious. Now what? Learn how to help protect your senior clients from elder abuse. 11.10.21 Retirement Planning for Veterans and Military Clients Former and current service members have some complex choices to make in order to manage and optimize their retirement benefits. Understanding the ins and outs of their plan options is key to helping guide them toward financial security in military retirement. All Insights Are we a good fit? Hi, I'm Andrew, the managing principal in charge of business development. I can't wait to learn more about you and share our Commonwealth story. Let's Connect 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.