Commonwealth Financial Network | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Commonwealth Financial Network is a Registered Investment Adviser and independent broker/dealer that supports thousands of independent financial advisors across the United States.
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Commonwealth Financial Network is a Registered Investment Adviser and independent broker/dealer supporting thousands of independent financial advisors across the United States. Established in 1979, the firm has expanded from a modest Massachusetts broker/dealer into a national organization overseeing total account assets of $296.3 billion as of December 31, 2023. With headquarters in Waltham, Massachusetts, and San Diego, California, the company is recognized for its high advisor satisfaction and industry achievements.
Operating as an advisor-centric platform, Commonwealth enables independent financial advisors to manage their own businesses utilizing its robust infrastructure. The firm offers a comprehensive suite of financial services—including investment products, financial planning, retirement solutions, and asset management. Commonwealth provides clearing and custody services through Fidelity Institutional and serves a diverse spectrum of clients, including individuals, businesses, and charitable organizations.
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