A complete list of active advisors currently associated with The Commonwealth Group LLC

Warmer can help you find a great advisor at The Commonwealth Group LLC or one who fits your needs even better.

The Commonwealth Group LLC provides discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth households), corporations, retirement plans, foundations and endowments, reporting $8,580,906 in assets under management for 21 clients as of December 31, 2025. The firm offers portfolio management and financial oversight tailored to each client relationship. The firm prepares an Investment Policy Statement for each client and employs fundamental analysis with a preference for longer‑term purchases using mutual funds, ETFs, exchange‑traded securities and corporate and government debt. For some clients, it delegates day‑to‑day portfolio management to unaffiliated Sub‑Advisors while retaining oversight and ongoing monitoring of those managers. Distinctive features include the small, owner‑managed structure (two advisors and 21 clients), which yields a relatively high advisor‑to‑client ratio, and the dual operating model in which clients may pay both a Sub‑Advisor’s fee and the firm’s advisory fee (the firm states it does not receive referral fees). The firm also relies on custodial statements rather than producing its own written account reports, does not aggregate trades across multiple custodians, and reports no receipt of soft‑dollar research or third‑party brokerage benefits.

To learn more about the advisors currently working at The Commonwealth Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse The Commonwealth Group LLC's office locations.