Commonwealth Financial Network Overview
- Service
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Investment Bank
- Year Founded
-
1979

- Employees
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1,564

- Serviced Companies
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5
- Serviced Deals
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3
- Serviced Investors
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16
Commonwealth Financial Network General Information
Description
Founded in 1979, Commonwealth Financial Network is a privately held independent broker/dealer and registered investment advisor. The firm offers services in the areas of practice management, advanced planning, research analysis, financial planning, retirement income planning, branding, estate planning, business planning, and service provider analysis. Commonwealth is based in Waltham, Massachusetts.
Contact Information
Website
www.commonwealth.comYear Founded
Corporate Office
- 29 Sawyer Road
- Waltham, MA 02453-3483
- United States
Commonwealth Financial Network Services to Companies
Service on a Deal (3)
Commonwealth Financial Network has provided services on 3 deals. It last acted as a general advisor to JSA Sustainable Wealth Management on a . The deal was made in 2022.
Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
---|---|---|---|---|
JSA Sustainable Wealth Management | Advisor: General | Dec 2022 | ||
Euclid Vision | Advisor: General | May 2011 | ||
Euclid Vision | Advisor: General | Oct 2009 |
Commonwealth Financial Network Services to Investors
Service on a Deal — Buy Side (1)
Commonwealth Financial Network has provided buy side services on 1 deal. It last acted as a general advisor to Fidelity D & D Bancorp on a made for . The deal was made in 2020.
Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
---|---|---|---|---|
Fidelity D & D Bancorp | Advisor: General | May 2020 |
Commonwealth Financial Network Investment Preferences
Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
---|
Affiliates
Subsidiaries (2)
Name | Industry | Location | Year Founded |
---|---|---|---|
Aegis Consulting | Jacksonville, FL | 2018 | |
Daley Financial Partners | Oak Brook, IL |
Commonwealth Financial Network FAQs
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When was Commonwealth Financial Network founded?
Commonwealth Financial Network was founded in 1979.
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Where is Commonwealth Financial Network headquartered?
Commonwealth Financial Network is headquartered in Waltham, MA.
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What is the size of Commonwealth Financial Network?
Commonwealth Financial Network total number of employees/professionals is 1,564.
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What service provider type is Commonwealth Financial Network?
Commonwealth Financial Network's service provider type is Investment Bank.
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What companies has Commonwealth Financial Network invested in or acquired?
Commonwealth Financial Network has invested in or acquired companies like Schneider Wealth Strategies, ON Platform, and Aegis Consulting.
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What are Commonwealth Financial Network subsidiaries?
Aegis Consulting and Daley Financial Partners are subsidiaries of Commonwealth Financial Network.
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