CHECK IF YOU QUALIFY- Total no. of Employees: 4000
- No. of Employees performing investment advisory functions: 2700
About the Firm:
COMMONWEALTH FINANCIAL NETWORK is a Waltham, Massachusetts based Fee-only advisory firm with nearly $161,852,722,626 in assets under management and provides investment advisory services for 540172 clients. There are currently 4000 advisors at the firm.
Firm information:
SEC Current Status:
Approved
Firm CRD#:
8032
SEC#:
801-41541
Assets Managed by Firm:
$161,852,722,626
Advisory Services Provided:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Publication of Periodicals or Newsletters, Educational seminars/workshops
Firm Employees Information:
Firm Client Information:
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 540172 | $161,852,722,626 |
| Individuals (other than high net worth individuals) | 293861 | $79,513,950,133 |
| High net worth individuals | 32974 | $75,269,736,351 |
| Pension and profit sharing plans | 1196 | $1,250,332,379 |
| Charitable organizations | 432 | $1,005,257,360 |
| Corporations or other businesses | 2235 | $2,990,813,960 |
Compensation and Fees:
Compensation Methods:
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
More Financial Advisor Firms in Massachusetts:
| Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS 245 Summer Street, V2a, Boston, MA 2210 | 288590 | 801-112027 | 1509611 | 11220 | $726,706,488,861 |
| STRATEGIC ADVISERS LLC 245 Summer Street, V10b, Boston, MA 2210 | 104555 | 801-13243 | 1483231 | 235 | $737,260,972,902 |
| MML INVESTORS SERVICES, LLC 1295 State Street, Springfield, MA 01111-0001 | 10409 | 801-44264 | 287089 | 7620 | $62,946,222,947 |
| GW&K INVESTMENT MANAGEMENT, LLC 222 Berkeley Street, 15th Floor, Boston, MA 2116 | 121942 | 801-61559 | 49094 | 175 | $54,720,660,219 |
| NATIXIS ADVISORS, LLC 888 Boylston Street, Suite 800, Boston, MA 2199 | 106800 | 801-48408 | 38333 | 411 | $46,512,243,345 |
| INTEGRATED WEALTH CONCEPTS LLC 200 5th Avenue, 4th Floor, Waltham, MA 2451 | 284656 | 801-108179 | 27886 | 376 | $7,826,047,500 |