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Commonwealth Financial Network

Financial Services · United States

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About Commonwealth Financial Network

Industry
Financial Services
Company size
501-1,000 employees
Headquarters
Waltham, MA
Founded
1979
Company type
Privately Held

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

Specialties

  • Wealth management
  • Investment management
  • Research expertise
  • Intuitive technology platform
  • Complimentary practice management consulting and coaching
  • Regulatory Compliance team that acts as advisors’ partners and counselors
  • and Independent broker/dealer

Company locations

  • 29 Sawyer Road, Waltham, MA 02453, US

  • 600 W Broadway, Suite 3200, San Diego, California 92101, US

Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.

On LinkedIn

Followers
26,234
People linked to this company
1,627

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.