Who We Serve
Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide.
Your Advantage
The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time.
Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business.
Learn More
Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org
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1,001-5,000 employees
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Financial Services
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29 Sawyer Road, Waltham, MA 02453, US
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1979
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Wealth Management, Investment Management, Independent Broker/Dealer, Complimentary Practice Management Consulting And Coaching, Intuitive Technology Platform, Research Expertise
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Jay Grandfield Crpc(r) is the CEO of Commonwealth Financial Network. To contact Jay Grandfield Crpc(r) email at [email protected], [email protected] or [email protected]. Or you may call 937-312-8171
The decision makers in Commonwealth Financial Network are John Chip Rooney, James Whiteman, Jessica Fougere, etc. Click to Find Commonwealth Financial Network decision makers emails.
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