---
title: Commonwealth Guide to Independence | Resources
description: How to Choose the Best Firm Partner for You
image: https://learn.commonwealth.com/hubfs/BLC/Images/Resources%20(blog%20posts)/featured%20images/How-to-Choose-the-Best-Broker.jpg
---

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- Your Journey 
    - [Breaking Away](https://learn.commonwealth.com/advisor-guide/independence/journey/breakaway)
    - [Researching Options](https://learn.commonwealth.com/advisor-guide/independence/journey/research)
    - [Choosing a Partner Firm](https://learn.commonwealth.com/advisor-guide/independence/journey/firm-partner)
    - [Opening Your Doors](https://learn.commonwealth.com/advisor-guide/independence/journey/launch)
    - [Growing Your Business](https://learn.commonwealth.com/advisor-guide/independence/journey/business)
- Key Topics 
    - [The Economics of Independence](https://learn.commonwealth.com/advisor-guide/independence/key-topics/economics)
    - [The Client Experience](https://learn.commonwealth.com/advisor-guide/independence/key-topics/clients)
    - [Transitioning Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/transition)
    - [Choosing the Right Firm Partner](https://learn.commonwealth.com/advisor-guide/independence/key-topics/firm-partner)
    - [Running Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/business-management)
    - [Marketing Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/marketing)
    - [Managing Your Risk](https://learn.commonwealth.com/advisor-guide/independence/key-topics/risk-management)
- Your Toolbox 
    - [Videos](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video)
    - [Quizzes](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-quiz)
    - [Checklists](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist)
    - [Guides](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-guide)
    - [All Resources](https://learn.commonwealth.com/advisor-guide/independence/resources)
- [About Commonwealth](https://www.commonwealth.com/why-commonwealth/about-us)

[Let's Connect](https://learn.commonwealth.com/advisor-guide/independence/contact-us)

Close

- Your Journey 
    - [Breaking Away](https://learn.commonwealth.com/advisor-guide/independence/journey/breakaway)
    - [Researching Options](https://learn.commonwealth.com/advisor-guide/independence/journey/research)
    - [Choosing a Partner Firm](https://learn.commonwealth.com/advisor-guide/independence/journey/firm-partner)
    - [Opening Your Doors](https://learn.commonwealth.com/advisor-guide/independence/journey/launch)
    - [Growing Your Business](https://learn.commonwealth.com/advisor-guide/independence/journey/business)
- Key Topics 
    - [The Economics of Independence](https://learn.commonwealth.com/advisor-guide/independence/key-topics/economics)
    - [The Client Experience](https://learn.commonwealth.com/advisor-guide/independence/key-topics/clients)
    - [Transitioning Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/transition)
    - [Choosing the Right Firm Partner](https://learn.commonwealth.com/advisor-guide/independence/key-topics/firm-partner)
    - [Running Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/business-management)
    - [Marketing Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/marketing)
    - [Managing Your Risk](https://learn.commonwealth.com/advisor-guide/independence/key-topics/risk-management)
- Your Toolbox 
    - [Videos](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video)
    - [Quizzes](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-quiz)
    - [Checklists](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist)
    - [Guides](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-guide)
    - [All Resources](https://learn.commonwealth.com/advisor-guide/independence/resources)
- [About Commonwealth](https://www.commonwealth.com/why-commonwealth/about-us)

SEARCH

[Let's Connect](https://learn.commonwealth.com/advisor-guide/independence/contact-us)

##### [Commonsense Guide to Independence](https://learn.commonwealth.com/advisor-guide/independence)

- [Home](https://learn.commonwealth.com/advisor-guide/independence)
- [Resources](https://learn.commonwealth.com/advisor-guide/independence/resources)
- [How to Choose the Best Firm Partner for You](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-choose-the-best-firm-partner-for-you)

![cw\_green](https://f.hubspotusercontent20.net/hubfs/295024/BLC/Images/cw_green.svg)

# How to Choose the Best Firm Partner for You

Financial advisors rely on their relationship with their firm partner for a variety of functions, from back-office support to practice management, but there’s a difference between firms that provide a service and those that allow you to elevate your practice and grow your business. If you’re considering switching firms—and especially if you’re making a move from the wirehouse to the world of independence—choosing the best firm partner means looking beyond a big name, shiny sign-on bonus, and slick marketing to consider the importance of *fit*.

Unsure where to start? Ask yourself the following questions to help you decide if a firm partner is the best choice for you, your business goals, and your clients.

[![Read the Full Article](https://no-cache.hubspot.com/cta/default/295024/3b0834ae-1bf3-4c8f-abde-da789e8ba187.png)](https://cta-redirect.hubspot.com/cta/redirect/295024/3b0834ae-1bf3-4c8f-abde-da789e8ba187)

 {val=}

### Related Resources

<https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams> <https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams>

### [How to Evaluate Your Potential Firm’s Compliance Team](https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams)

[Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams)

<https://learn.commonwealth.com/advisor-guide/independence/resources/are-you-ready-to-break-away-from-the-wirehouse> <https://learn.commonwealth.com/advisor-guide/independence/resources/are-you-ready-to-break-away-from-the-wirehouse>

[Type: Quiz](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-quiz)

### [Are You Ready to Break Away from the Wirehouse?](https://learn.commonwealth.com/advisor-guide/independence/resources/are-you-ready-to-break-away-from-the-wirehouse)

[Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/are-you-ready-to-break-away-from-the-wirehouse)

<https://learn.commonwealth.com/advisor-guide/independence/resources/see-what-to-consider-when-leaving-the-wirehouse-for-independence> <https://learn.commonwealth.com/advisor-guide/independence/resources/see-what-to-consider-when-leaving-the-wirehouse-for-independence>

[Type: Video](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video)

### [See What to Consider When Leaving the Wirehouse for Independence](https://learn.commonwealth.com/advisor-guide/independence/resources/see-what-to-consider-when-leaving-the-wirehouse-for-independence)

[Start Watching](https://learn.commonwealth.com/advisor-guide/independence/resources/see-what-to-consider-when-leaving-the-wirehouse-for-independence)

### Connect with Us

Tell us a little about yourself. We'll begin a conversation about your business and how Commonwealth can help move your practice forward.

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