Today, we’re celebrating the remarkable freedoms that define our nation. Reflecting on our liberties, we extend our deepest gratitude to our brave military members and their families for their ongoing service and sacrifice. #commonwealth #independenceday
About us
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
- Website
-
http://www.commonwealth.com
External link for Commonwealth Financial Network
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Waltham, MA
- Type
- Privately Held
- Founded
- 1979
- Specialties
- Wealth management, Investment management, Research expertise, Intuitive technology platform, Complimentary practice management consulting and coaching, Regulatory Compliance team that acts as advisors’ partners and counselors, and Independent broker/dealer
Locations
-
Primary
29 Sawyer Road
Waltham, MA 02453, US
-
110 West A Street
San Diego, CA 92109, US
Employees at Commonwealth Financial Network
Updates
-
The upcoming presidential election. Ongoing geopolitical crises. In the short term, we see potentially volatile terrain ahead. How can investors prepare to seize opportunities? We lay it all out in our 2024 Midyear Economic and Market Outlook. Read it now for expert insight. https://bit.ly/3KYSoL1 #commonwealth #financialadvisor #midyearoutlook Chris Fasciano Karen R. McColl, CFA
-
Is the Magnificent Seven’s outsized market influence here to stay? Commonwealth’s Investment Management and Research team analyzes whether small-cap stocks will gain footing and what we expect from the economy, inflation, and more. Read our 2024 Midyear Outlook now to get our insight. https://bit.ly/3KYSoL1 #commonwealth #midyearoutlook #mag7 Karen R. McColl, CFA
-
After attending the same schools and working together at their local pool years ago, Anthony Assante, AIF, MBA, and Matthew Arendt reconnected at a hometown reunion. It seemed they picked up right where they had left off, and as the conversation turned to work, they discovered they had something else in common. Anthony had been an independent advisor since 1999, coming to Commonwealth after feeling disillusioned by wirehouse life. Meanwhile, Matthew spent the past two decades in a captive environment. Chatting with Anthony, he realized the depth of his dissatisfaction and how attractive independence could be. “We kept the conversation going, and I helped him see his options,” Anthony said. “After all, I had been in a similar environment pre-Commonwealth and was sympathetic to the challenges and limitations.” After a year of due diligence, Matthew was ready and reassured by the comprehensive support Commonwealth could provide for their new venture, Atlantic Wealth Advisors—including almost-instant access to advanced planning support for HNW clients. “It’s sort of unbelievable,” said Matthew. “I can’t even believe this space exists. It’s radically different.” With their team of 12, the duo is bringing the values of their Long Island upbringing to life: Hard work, strong character, and an emphasis on charitable engagement. “We wouldn’t be where we are if we didn’t have the backup of Commonwealth. And that gives me the leisure time to give back,” said Anthony. Learn more about Atlantic Wealth Advisors here: www.atlanticwa.com #commonwealth #financialadvisor #highnetworth
-
-
AdvisorHub released the 2024 Advisors to Watch list, and we’re definitely watching (and cheering!). Congratulations to the 23 Commonwealth-affiliated advisors recognized for their hard work in their respective categories. We look forward to seeing what you’ll do next. *AdvisorHub’s Advisors to Watch 2024, created by AdvisorHub. Presented on June 20, 2024, and based on data from December 31, 2022, through December 31, 2023. 1,987 advisors were considered, and 1,000 advisors recognized. Advisors were ranked and then sorted into their respective categories. Advisors do not pay a fee to be considered. Not indicative of advisor’s future performance or the quality of investment advice. Your experience may vary. For more award information, visit https://lnkd.in/gpSF3udi. #commonwealth #advisorstowatch #independentadvisors #advisorhub John Puckett, MBA, CFP® Matthew Glova, CFP® LifeTime Asset Management and LifeTime Tax Management Seth Renaud CIG Private Wealth Management Pickler Wealth Advisors J. Kevin Waninger, CFP®, MBA Ken Nott Duncklee & Nott Union Street Financial LLC Quantis Wealth Management Drew Stratton, CFP LPSC Financial Chad Sutton Endurance Capital Ryan D. Marini, CMFC® AIF® OakWood Financial Services Ryan Fleming Armstrong, Fleming and Moore, Inc. Jeffrey Segal Nick Wilkins, AIF ® Blueprint Wealth Advisors, LLC The Wealth Transition Collective Jeremy Bok CPA, CFP® Eli Wynes United Iowa Financial Adam Peters, CFP®, AIF® Ann Marie Milinazzo, CPA/PFS, CFP®, CPWA®,CIS® Nichole D. Raftopoulos, CFP®, CDFA™, AIF®, MPAS℠ Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF® Greg Sheehan BostonPremier Wealth, LLC Richard B Gurz, CFP®, CIMA®,CPWA®, AIF®, Daniel Gannon, CFP® David Pickler, Esq., CFP®, ChFC®, CDFA®
-
-
If you’re a next-gen advisor, how do you choose whether to pursue a new credential? In her recent Financial Planning Association (FPA) article, Kristine McManus, CRPC®, chief advisor growth officer, shares tips on thinking strategically about the letters you aspire to add to the end of your name. https://bit.ly/3L5sSni #commonwealth #independentadvisor #financialadvisor #wealthmanagement
-
-
We’re halfway through 2024, and the economic and market landscape is shifting. Will the job market create new peaks or valleys, or will the election reshape the terrain? Check out our 2024 Midyear Outlook for insights on what lies ahead. https://bit.ly/3KYSoL1 #commonwealth #midyearoutlook #financialadvisor
-
-
“Every interaction we’ve had with the Commonwealth home office team has been positive,” said Mike Gallop, wealth advisor and principal of Terramar Wealth. “Having experienced and knowledgeable people at the other end of the phone, along with an attractive ratio of advisors to home office staff, eliminates problems and delays. That makes a substantial impact on efficiency in our day-to-day work serving clients.” Read more in WealthManagement.com https://bit.ly/3XD4bGm #Commonwealth #FinancialServices #WealthManagement
-
Terramar Wealth had been with their former affiliate for more than two decades. When we invited them to our San Diego headquarters, little did we know that a pivotal moment was unfolding in our burgeoning partnership. “When we completed that visit, we were excited for the future, seeing what Commonwealth could offer from day one,” said Mike Gallop, CFP®, AIF®. Find out why Terramar chose to make a move in our recent press release. https://bit.ly/3zkMXDJ #commonwealth #terramarwealth #welcometocommonwealth #wealthmanagement
-
-
The U.S. economy has remained resilient despite geopolitical turmoil, rapid rate increases, and stubborn inflation—but can we count on continued stability? Find out what we foresee in our 2024 Midyear Economic and Market Outlook, launching in full on June 26. #commonwealth #financialadvisor #midyearoutlook W. Bradford McMillan, CFA, CFP® Karen R. McColl, CFA