Commonwealth Financial Network
Registered investment advisor · Waltham, Massachusetts · CRD #8032
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Commonwealth Financial Network
Commonwealth Financial Network is a Registered Investment Adviser and independent broker/dealer that supports thousands of independent financial advisors across the United States. Founded in 1979, the firm has grown from a small Massachusetts broker/dealer to a national organization, overseeing total account assets of $296.3 billion as of December 31, 2023. Commonwealth is headquartered in Waltham, Massachusetts, and San Diego, California. The company operates as an advisor-centric platform, al
Fee Structure
Frequently Asked Questions
What is Commonwealth Financial Network's AUM?
Commonwealth Financial Network reports approximately $212.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Commonwealth Financial Network headquartered?
Commonwealth Financial Network is headquartered in Waltham, Massachusetts.
What is Commonwealth Financial Network's CRD number?
Commonwealth Financial Network's CRD number is 8032. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Commonwealth Financial Network manage?
Commonwealth Financial Network manages approximately 615,215 client accounts according to its latest SEC filing.
Is Commonwealth Financial Network SEC registered?
Yes, Commonwealth Financial Network is registered with the SEC as an investment adviser with an approved registration status.
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