Commonwealth provides services and solutions for independent financial advisors, offering specialized consulting and tools to support their business growth and operations.

Commonwealth

Who We Serve
Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. 

Your Advantage
The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. 

Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business.

Learn More
Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org

Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html

Commonwealth Financial Network

Wanting to do the right thing is step one toward compliance. The second? Getting a handle on the latest regulatory trends. Scott Wilkinson maps out steps you can take to protect your business in his new Insights article. https://bit.ly/4fC9cFO  

#commonwealth #compliance #financialadvisor

The Commonwealth Summer Intern Class of 2024 brought their A game! From impressive Shark Tank-esque pitches to our senior leadership team to conquering data analytics, this group showed professionalism and positivity every step of the way. Please join us in wishing them well in their next ventures! 

#commonwealth #internship2024

Margaret Marapao, CFP®, of SagePointe Wealth Management, has lived many lives in the world of finance. But financial planning is where she’s laid her deepest roots—as it aligns with her passion for client relationships and helping individuals and families achieve their life goals. 

Independence is a big part of the SagePointe vision. “Having my own practice and doing what I believe is best for my clients is critical,” said Margaret. Now, moving to Commonwealth, Margaret and team are looking forward to tapping our deep bench of wealth management specialists. Additionally, she explained, “the personalized service and company culture align with my own approach, making this partnership a great fit.” 

We’re proud to welcome this California-based practice to the Commonwealth community. Learn more about their work at https://bit.ly/3Sxlju6. 

#commonwealth #financialadvisor

“Now, we can evolve faster with the breadth of tools available to us. We can also develop our next generation of advisors and pursue an aggressive growth path for our practice”, co-founder Brent Cashore shared in a statement regarding why Sentinel Advisory Group chose Commonwealth. Read more in WealthManagement.com below.
 
#Commonwealth #FinancialAdvisors #WealthManagement

When the Sentinel Advisory Group team decided they needed a change, settling was the last thing on their mind. They sought operational control and the freedom to make client-first decisions—and after vetting seven potential partner firms, chose Commonwealth. We’re proud to have checked all their boxes and look forward to helping them achieve their growth and client service goals. 

Learn more about why Sentinel chose Commonwealth to support their retirement-focused practice in our recent press release. https://bit.ly/4c6KNoP 

#commonwealth #financialadvisor

As an accomplished marathoner, Melanie Cravens, CFP®, founder of Pillar Wealth Management, is no stranger to the power of a goal. And she brings that same spirit of discipline and dreaming to her work—helping clients live the lives they envision through strategic financial planning and management. 

With a passion for demystifying the financial landscape, Melanie offers comprehensive financial, retirement, estate, risk, tax, and college planning to deliver a tailored strategy to each client.  

“My goal is to work through the very unique circumstances each client experiences as they undergo periods of change throughout their lives,” she said. We’re proud to provide the tools, resources, and research she needs to do just that!  

Why did her search for a new solutions provider land her at Commonwealth? “I truly feel as though I have unparalleled support and that Commonwealth is authentically vested in my success,” Melanie said. Learn more about Pillar’s commitment to helping clients achieve their financial and life goals. www.pillarwmco.com  

#welcometocommonwealth

Metric
Company Name	Commonwealth
Symbol
MSH ID	COM:COMMONWEALTH
Market	PRIVATE
Sector	Financial Services & Finance
Industry	Financial Advisory Services
Country	US
Stage	Venture Round
Employee Count	1.66K
Website	commonwealth.com
LinkedIn	commonwealth-financial-network
Founders

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Enterprise Value
Monthly Web Traffic	318
Web Traffic Growth	-0.73
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Raised Capital	2.00M

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COMM

COM:COMMONWEALTH

Commonwealth

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