Commonwealth Financial Network | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Company Directory for Commonwealth Financial Network
Commonwealth Financial Network
Overview
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.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 1979 |
| Revenue | 550M |
| Headquarters | 29 Sawyer Road, Waltham, MA 02453, United States |
| Languages | English |
| Parent Organization | LPL Financial |
| Alexa Ranking | 296680 |
Contact Details
- Phone: +1 800-237-0081
- Website: commonwealth.com
- LinkedIn: linkedin.com/company/commonwealth-financial-network
Key Focus Areas & Initiatives
- wealth management
- investment management
- research expertise
- intuitive technology platform
- complimentary practice management consulting & coaching
- regulatory compliance team that acts as advisors partners & counselors
- independent broker
- dealer
- B2B
- regulatory oversight
- future growth
- financial services
- independent broker-dealer
- client-centric
- financial advisor
- consulting
- client-focused
- digital transformation
- investment advisory
- broker-dealer
- brokerage services
- digital tools
- wealth planning
- operational efficiency
- technology solutions
- RIA
- practice growth
- advisory services
- industry awards
- client assets
- strategic acquisitions
- growth plans
- compliance support
- advisor-centric culture
- asset allocation
- client engagement
- financial technology
- technology platforms
- financial planning
- financial advisors
- advisory platform
- technology integration
- client-focused culture
- asset under management
- asset management
- investment strategies
- independent advisors
- client service
- financial industry
- advisory solutions
- growth strategies
- regulatory compliance
- business development
- business support
- practice development
- practice management
- advisor-centric
- advisor support
- services
- technology infrastructure
- other financial investment activities
- advisor satisfaction
- securities analysis
- independent financial advisors
- portfolio management
- independent broker/dealer
- financial advisor support
- tailored business strategies
- holistic investment solutions
- transition consulting
- advanced financial planning
- comprehensive marketing support
- outsourced business solutions
- collaborative compliance
- investment technology
- fee-only model
- personalized strategies
- client relationship management
- growth acceleration
- entrepreneurial capital
- AUM growth
- RIA affiliation
- customized financial solutions
- regulatory compliance support
- advanced research insights
- marketing integration
- client-centric approach
- integrated technology tools
- direct indexing
- portfolio tax optimization
- unified managed accounts (UMA)
- advisor training programs
- virtual administrative support
- talent development programs
- high-net-worth solutions
- strategic partnerships
- community engagement
- diversified investment options
- success metrics
- client experience optimization
- networking opportunities
- advisor satisfaction ratings
- risk management solutions
- practice management resources
- sustainable investment practices
- diversity and inclusion initiatives
- financial advisor education programs
- scalable business models
- client communication strategies
- fee-based asset management
- next-gen financial advisors
- finance
- finance technology
- information technology & services
Technologies Used
- AI
- Acquia Cloud
- Amazon AWS
- Android
- Atlassian Confluence
- CPI
- DocuSign
- Facebook Custom Audiences
- Facebook Login (Connect)
- Facebook Widget
- Google AdWords Conversion
- Google Analytics
- Google Cloud Hosting
- Google Tag Manager
- Highcharts JS Library
- Hubspot
- Jira
- Kiosked
- Linkedin Marketing Solutions
- Microsoft Active Directory Federation Services
- Microsoft Azure Monitor
- Microsoft Excel
- Microsoft Exchange Server 2003
- Microsoft Office 365
- Microsoft Windows Server 2012
- Mobile Friendly
- Netlify
- Outlook
- Pardot
- Redtail CRM
- Ruxit
- Salesforce
- Slack
- SparkPost
- Twitter Advertising
- Visual Website Optimizer
- WebOffice
