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Commonwealth Financial Network

Finance · Massachusetts, United States · 869 Employees

Founded in 1979, Commonwealth Financial Network is a privately held independent broker and dealer based in Waltham, Massachusetts, and San Diego, California. The company was incorporated under the name Commonwealth Equity Services. In 1999, the name Commonwealth Financial Network was adopted.Read More

Contact

Who is Commonwealth Financial Network

undefined Headquarters

Headquarters

29 Sawyer Rd, Waltham, Massachusetts, 02453, United States
Phone Number

Phone Number

(800) 237-0081
undefined Revenue

Revenue

$448M
Industry

Industry

Commonwealth Financial Network's Social Media
Popular Searches

commonwealth Corp

Commonwealth

The Commonwealth Corp

Commonwealth Financial Network

Commonwealth Financial Network Inc

SIC Code 62,621
NAICS Code 52,523

Top Competitors of Commonwealth Financial Network

Commonwealth Financial Network Org Chart

Wayne Bloom
Wayne Bloom

Chief Executive Officer

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Trap Kloman
Trap Kloman

President & Chief Operating ...

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Jane Moyer
Jane Moyer

Senior VP & Chief Human Reso...

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Commonwealth Financial Network News & Media

Commonwealth Offers CPWA® Program in Partnership with Investments & Wealth Institute and The University of Chicago Booth School of Business

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces its partnership with Investments & Wealth Institute (IWI) and Executive Education at the University of Chicago Booth School of Business to offer the Certified Private Wealth Advisor® (CPWA®) certification to its network of affiliated advisors. The CPWA program equips advisors with the tools and strategies to stren

Core Financial Group Chooses Commonwealth to Help Expand Fee-Based Business

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Core Financial Group of Yuba City, California, to its network of financial advisors. Formerly with Advisor Group, advisors Michael Critchfield, CFP®, and Matthew DiGiacomo, CFP®, along with their team, bring with them over $230 million in client assets. Core provides comprehensive planning and consulting to individuals

Cedarwood Financial Partners Breaks Away to Join Commonwealth

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Cedarwood Financial Partners of Temple, Texas, with offices throughout Texas and New York, to its network of financial advisors. Managing partners and advisors Dylan Ripley and Todd Vincent—formally of Edward Jones—along with senior partner and director of technology, Angel Santiago, and their team of

Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors. Formerly with Cambridge Investment Research, firm president and advisor John Wood, CFP®, CLU®, ChFC®, AIF®, and advisor Chris McCauley, CPA, CFP®, along with director of taxation services Kerry Zerla, CPA, and o

Ryan Financial Group Joins Commonwealth to Scale Its Business

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with Lincoln Financial Group, chairman Jack Ryan, CLU®, ChFC®, CFP®, advisors John Ryan, III, CFP®, AWMA, AIF®, Greg Stalsberg, CFA®, CAIA®, Tony Wilson, AWMA, and Ryan Wahlund, JD, along wi
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Frequently Asked Questions regarding Commonwealth Financial Network

Where is Commonwealth Financial Network located?
Commonwealth Financial Network's headquarters are located at 29 Sawyer Rd, Waltham, Massachusetts, 02453, United States
What is Commonwealth Financial Network's phone number?
Commonwealth Financial Network's phone number is (800) 237-0081
What is Commonwealth Financial Network's official website?
Commonwealth Financial Network's official website is www.commonwealth.com
What is Commonwealth Financial Network's Revenue?
Commonwealth Financial Network's revenue is $448 Million
What is Commonwealth Financial Network's SIC code?
Commonwealth Financial Network's SIC: 62,621
What is Commonwealth Financial Network's NAICS code?
Commonwealth Financial Network's NAICS: 52,523
How many employees does Commonwealth Financial Network have?
Commonwealth Financial Network has 869 employees
What industry does Commonwealth Financial Network belong to?
Commonwealth Financial Network is in the industry of: Brokerage, Finance
What is Commonwealth Financial Network competition?
Commonwealth Financial Network top competitors include: Hornor, Townsend & Kent Inc, CUSO Financial Services LP, SagePoint Financial Inc, Cambridge Investment Research Inc
Who is the CEO of Commonwealth Financial Network?
Commonwealth Financial Network's CEO is Jay Grandfield
Who is the CFO of Commonwealth Financial Network?
Commonwealth Financial Network's CFO is Jonathan Cleasby
How do I contact Commonwealth Financial Network?
Commonwealth Financial Network contact info: Phone number: (800) 237-0081 Website: www.commonwealth.com
What does Commonwealth Financial Network do?

Founded in 1979, Commonwealth Financial Network is a privately held independent broker and dealer based in Waltham, Massachusetts, and San Diego, California. The company was incorporated under the name Commonwealth Equity Services. In 1999, the name Commonwealth Financial Network was adopted.... Read More

What are Commonwealth Financial Network social media links?
Commonwealth Financial Network Linkedin page Commonwealth Financial Network Facebook page Commonwealth Financial Network Twitter page
Is Commonwealth Financial Network a public company?
Commonwealth Financial Network is private company therefore does not currently have an official ticker symbol
See more information about Commonwealth Financial Network

Working at Commonwealth Financial Network

eNPS iCommonwealth Financial Network’s Employee Net Promoter Score (eNPS) is -8, as rated by 12 employees.
-8eNPS Score
42% Promoters
8% Passives
50% Detractors

Trending Intent Signals iIntent topics are topics that prospects are actively searching for online.

Find out what Commonwealth Financial Network is actively searching across the web.

Topic

Signal Score

iSignal Score indicates how big the spike is compared to a company's historical baseline for consuming content.

Managed Services

100

4 Signals found

Signal Location
Africa
Date
2/6/23
Score
Audience
Commonwealth Financial Network Search Intents

Digital Marketing

86

3 Signals found

Signal Location
Africa
Date
2/6/23
Score
Audience
Commonwealth Financial Network Search Intents

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