Advisor Opportunities

From finding the right home to planning your succession, partnership makes all the difference.

The advisors who thrive here are the ones who think further ahead.

They are building something made to endure for their clients, their families, and themselves. They are deliberate about the long term in a way that shapes every decision they make. If that describes how you approach your work, you have found your firm.

We handle the infrastructure. You focus on your clients.

We have spent decades building the kind of infrastructure that supports great financial advisory work without getting in the way of it. Everything here is designed around one goal: giving you the freedom to do your best work.

Moving your book to a new firm is a significant decision. We have built a transition process designed to minimize disruption for you and your clients, so the relationship they have with you stays at the center from day one.
The technology here is built around how advisors actually work. Compliance, reporting, and client management tools are designed to stay ahead of where the industry is going, so you can focus on your clients instead of keeping up.
You bring the relationships. We bring the investment infrastructure, research, and support behind them. Everything is designed to strengthen the work you do and keep it moving forward.
Your brand and your client relationships are yours. We provide the marketing support, resources, and strategy to help you grow them, on your terms and in your voice.
Compliance is handled with the same rigor we apply to everything else here. You stay informed and protected without it becoming the focus of your day.
We bring the same long-term thinking to your practice that you bring to your clients, with intention, a long horizon, and a plan already taking shape.

Partnering with the technology that powers modern wealth management.

We strive to use tools that are best-in-class.

Use of Hadrius platform is not offered through Commonwealth Financial Network^®.

This is for practices and advisors ready to think about their legacy.

The advisors who come to us at this stage have spent their careers building something worth protecting. If you are thinking seriously about the future of your firm, we would like to have that confidential conversation.

Who We Are

In Their Own Words

What stood out to me early on was that everyone genuinely wants to see each other succeed. The culture is collaborative and supportive, and it gives advisors the independence to build their practice in a way that best serves their clients.

- Ashley Riley, AIF^®, Bartholomew & Company

Our affiliation has been a perfect fit for us. It has allowed us to run our practice in the manner which we believe best suits our clients, knowing we can utilize the firm’s resources and expertise when needed.

- Allen Dillaire, CPA, CFP^® Partner – Financial Advisor, SG Wealth Management Group, an affiliate of Bartholomew & Company

As I’ve worked to build my practice from the ground up, the firm’s commitment to supporting advisors has been invaluable. Their proactive approach to fostering both organic growth and providing acquisition guidance has played a key role in accelerating my success.

- James W. Cushman, AIF^®, Bartholomew & Company

By the Numbers*

Assets under management

$6.05B

Client relationships under our care

2,711

Government & Institutional clients

343

Top firm at Commonwealth, ranked by assets

#1

*as of 6/30/26

The right firm makes your best work a reality.

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