118 Followers on Owler

Commonwealth Financial Network

Commonwealth Financial Network is broker/dealer based and financial planners. Read more

Wayne Bloom's photo - CEO of Commonwealth Financial Network

CEO

Wayne Bloom

CEO Approval Rating

78/100

Founded:

1979

Status:

PrivateIndependent Company

COMMONWEALTH FINANCIAL NETWORK TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

Missing a competitor? Contribute!

National Planning is seen as one of Commonwealth Financial Network's top competitors. National Planning was founded in 1998, and is headquartered in El Segundo, California. National Planning operates in the Investment Banking & Brokerage industry. National Planning generates $1.4B less revenue vs. Commonwealth Financial Network.

HD Vest is a top competitor of Commonwealth Financial Network. HD Vest was founded in 1983, and its headquarters is in Irving, Texas. HD Vest competes in the Banks industry. HD Vest has 480 fewer employees than Commonwealth Financial Network.

SagePoint is Commonwealth Financial Network's #3 rival. SagePoint was founded in Phoenix, Arizona} in 1970. SagePoint is in the Banks field. Compared to Commonwealth Financial Network, SagePoint generates $994.3M less revenue.

Weigh-in!

Help the Owler community know more

Competitor - 1/1

Is Cambridge Investment Research a competitor of Commonwealth Financial Network?

Commonwealth Financial Network Acquisitions

No recent acquisitions found related to Commonwealth Financial Network

Commonwealth Financial Network Funding History

No recent funding data found related to Commonwealth Financial Network

Commonwealth Financial Network Investments

No recent investments found related to Commonwealth Financial Network

Commonwealth Financial Network News

April 19, 2021MarketScreener

Commonwealth Hires Industry Executive as New General Counsel

(marketscreener.com) -Peggy Ho joins to protect and promote firm interests by leading corporate legal... See more »
March 23, 2021The Business Journals: Dayton

Financial management firm to expand Oakwood offices, add new wealth advisors

The 10-person firm specializes in wealth management, retirement and estate planning, portfolio manage... See more »
March 23, 2021News Break

We're Here for You | News Break

Fee pressure remains a key challenge for advisors, according to Commonwealth's Karen McColl. She urge... See more »
March 16, 2021MarketScreener

Integrated Wealth Advisors Chooses Commonwealth After Departure From Regional Wirehouse

(marketscreener.com) Commonwealth Financial Network®, a national firm dedicated to providing advisor-... See more »
February 3, 2021MarketScreener

Commonwealth Eyes Future Growth with Key Additions to Technology, Information Security Leadership Teams

(marketscreener.com) With key hires for the new year, firm doubles down on cloud strategy and data as... See more »
January 20, 2021MarketScreener

Soft Landing Services Suite from Commonwealth Targets Incoming Wirehouse Advisors

(marketscreener.com) Commonwealth Financial Network®, a national firm dedicated to providing advisor-... See more »
December 14, 2020MarketScreener

Monterey Custom Wealth Management Goes Independent with Commonwealth

(marketscreener.com) Commonwealth Financial Network®, a national firm dedicated to providing advisor-... See more »

Commonwealth Financial Network Blogs

November 20, 2020Commonwealth Financial Network Blog

How to Choose the Best Broker/Dealer for You

Financial advisors rely on their relationship with their broker/dealer for a variety of f... See more »
November 18, 2020Commonwealth Financial Network Blog

Keeping Everyone Engaged: Tips for Virtual Training

Over the past few months, we’ve all had to learn new ways of doing the same tasks we’ve b... See more »
November 11, 2020Commonwealth Financial Network Blog

Happy Veterans Day: A Celebration of Service

Veterans Day is a time to honor the service of U.S. military veterans. For many, this mea... See more »
November 10, 2020Commonwealth Financial Network Blog

5 Signs It May Be Time to Break Away from the Wirehouse

Is the grass greener in the independent channel? If you’re a wirehouse advisor today, it’... See more »
November 10, 2020Commonwealth Financial Network Blog

Breaking Away from the Wirehouse: Pros and Cons

When opportunities beckon, we often find ourselves faced with difficult choices. If you’r... See more »
November 10, 2020Commonwealth Financial Network Blog

Evaluating the Cost of Doing Business: Wirehouse Vs. Independence [Infographic]

When thinking about leaving a wirehouse, the change in compensation will likely be a majo... See more »
November 10, 2020Commonwealth Financial Network Blog

Telling Your Brand Story . . . For the First Time

If you’re thinking about going independent or are ready to make the leap, there are a few... See more »

Commonwealth Financial Network Press Releases

February 26, 2020Business Wire

Commonwealth Financial Network® Accelerates Fee-Only Business with Industry Veteran Hire and Service Model Alignment

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network® announces Matthew Chisholm has joine... See more »
July 18, 2019Business Wire

Commonwealth Fosters Connectivity and Community at exclusive Summit for Women Advisors

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, the nation's largest privately held... See more »
July 9, 2019Business Wire

Commonwealth Ranks Highest in J.D. Power Independent Advisor Satisfaction, Six Times in a Row

WALTHAM, Mass.--(BUSINESS WIRE)--For the sixth time running, J.D. Power ranks Commonwealth Financial ... See more »
April 1, 2019Business Wire

Commonwealth Financial Network® Congratulates Four Offices Named to the InvestmentNews Best Places to Work for Financial Advisers List

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network® congratulates four affiliated office... See more »
January 15, 2019Business Wire

Michael Roberts Associates, Inc., Joins Commonwealth Financial Network®

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, the nation's largest privately held... See more »
January 3, 2019streetinsider

Commonwealth Financial Network® Congratulates Honorees on the NAPA Top Retirement Plan Advisors Under 40 List

WALTHAM, Mass.--(BUSINESS WIRE)-- Commonwealth Financial Network®, the nation’s largest privately hel... See more »
June 29, 2018StreetInsider

Commonwealth Ranks Highest in J.D. Power Independent Advisor Satisfaction, Five Times in a Row

WALTHAM, Mass.--(BUSINESS WIRE)-- For the fifth time running, J.D. Power ranks Commonwealth Financial... See more »

Commonwealth Financial Network Videos

March 10, 2021Commonwealth Financial Network Youtube Channel

"Valiant Women of Commonwealth: A Conversation with Jessica Blood" on YOUTUBE

March 2, 2021Commonwealth Financial Network Youtube Channel

"Market Thoughts March 2021" on YOUTUBE

February 2, 2021Commonwealth Financial Network Youtube Channel

"Market Thoughts February 2021" on YOUTUBE

January 4, 2021Commonwealth Financial Network Youtube Channel

"Market Thoughts for January 2021" on YOUTUBE

December 22, 2020Commonwealth Financial Network Youtube Channel

"2021 Outlook" on YOUTUBE

December 1, 2020Commonwealth Financial Network Youtube Channel

"Market Thoughts for December 2020" on YOUTUBE

Social Media

Commonwealth Financial Network Headquarters

29 Sawyer Road

Waltham, Massachusetts02453

781-736-0700

Driving Directions »

Trending Companies

Commonwealth Financial Network Summary

ABOUT

Overview

Commonwealth Financial Network is broker/dealer based and financial planners. Commonwealth Financial Network was founded in 1979. Commonwealth Financial Network's headquarters is located in Waltham, Massachusetts, USA 02453. Commonwealth Financial Ne...

CEO

Commonwealth Financial Network's CEO, Wayne Bloom, currently has an approval rating of 78%. Commonwealth Financial Network's primary competitors are National Planning, HD Vest & SagePoint.

Frequently Asked Questions about Commonwealth Financial Network

  1. When was Commonwealth Financial Network founded?

    Commonwealth Financial Network was founded in 1979
  2. Who is Commonwealth Financial Network's CEO?

    Commonwealth Financial Network's CEO is Wayne Bloom
  3. How much revenue does Commonwealth Financial Network generate?

    Commonwealth Financial Network generates $1.4B in revenue
  4. How much funding does Commonwealth Financial Network have?

    Commonwealth Financial Network has historically raised $0 in funding
  1. Where is Commonwealth Financial Network's headquarters?

    Commonwealth Financial Network's headquarters is in Waltham Massachusetts, USA
  2. How many employees does Commonwealth Financial Network have?

    Commonwealth Financial Network has 1,200 employees
  3. What sector does Commonwealth Financial Network operate in?

    Commonwealth Financial Network is in Diversified Investment Services
  4. Who are Commonwealth Financial Network's competitors?

    Commonwealth Financial Network's top competitors are National Planning, HD Vest, SagePoint