Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com.

Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
*As of 12/31/2021


Finance

Commonwealth Financial Network

Commonwealth Financial Network's headquarters in Waltham, MA, United States

This department manages client relationships and provides support through registered representatives.

Client Services

This department provides financial planning, advisory, and consulting services to clients.

Financial Services

This department oversees adherence to regulatory standards and ensures organizational compliance across various operations.

Compliance Department

This department provides expert guidance on investment strategies and financial planning to clients.

Investment Advisory

The Leadership Team at Commonwealth Financial Network is responsible for setting the strategic direction and ensuring operational efficiency across the organization. This diverse group of senior executives collaborates to drive business development, enhance advisor satisfaction, and oversee compliance and regulatory affairs, all while fostering a culture of innovation and partnership with financial advisors. Their collective expertise ensures that Commonwealth continues to deliver integrated solutions that support the growth and success of independent financial advisors nationwide.

Leadership Team

This department ensures efficient internal operations and provides specialized support for various operational functions.

Operations Support

This department provides financial advisory services and investment management solutions to clients seeking to grow and preserve their wealth.

People (16)

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Other teams

Financial Services

Compliance Department

Investment Advisory

Leadership Team

Operations Support

Wealth Management