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
Who is Commonwealth Financial Network
Headquarters
29 Sawyer Rd, Waltham, Massachusetts, 02453, United States
Phone Number
(800) 237-0081
Website
Revenue
$448M
Industry
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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
Feb 1, 2023
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 individualsJan 24, 2023Cedarwood 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 ofJan 17, 2023
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 oDec 20, 2022
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 wiNov 21, 2022Read more news
Frequently Asked Questions regarding Commonwealth Financial Network
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
67/100
Comparably score Bottom 45%
Working at Commonwealth Financial Network
eNPS Commonwealth Financial Network’s Employee Net Promoter Score (eNPS) is -8, as rated by 12 employees.
-8eNPS Score
42% Promoters
8% Passives
50% Detractors
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Trending Intent Signals Intent 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
Signal 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
Digital Marketing
86
3 Signals found
Signal Location
Africa
Date
2/6/23
Score
Audience
4.4/5 on G2 Crowd
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