Commonwealth Financial Network Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1979

Year Founded

  • Employees
  • 1,564

Employees

  • Serviced Companies
  • 5

  • Serviced Deals
  • 3

  • Serviced Investors
  • 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

Formerly Known As
Commonwealth Equity Services, Llp, Commonwealth Equity Services, Inc., Commonwealth Equity Services, Llc., Commonwealth Equity Services Inc
Year Founded
1979
Service Provider Type
Investment Bank
Corporate Office
  • 29 Sawyer Road
  • Waltham, MA 02453-3483
  • United States
+1 (781)

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
To view Commonwealth Financial Network’s complete services to companies history, request access »

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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
To view Commonwealth Financial Network’s complete services on a deal — buy side history, request access »

Commonwealth Financial Network Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
Aegis Consulting Jacksonville, FL 2018
Daley Financial Partners Oak Brook, IL

Commonwealth Financial Network FAQs

  • When was Commonwealth Financial Network founded?

    Commonwealth Financial Network was founded in 1979.

  • Where is Commonwealth Financial Network headquartered?

    Commonwealth Financial Network is headquartered in Waltham, MA.

  • What is the size of Commonwealth Financial Network?

    Commonwealth Financial Network total number of employees/professionals is 1,564.

  • What service provider type is Commonwealth Financial Network?

    Commonwealth Financial Network's service provider type is Investment Bank.

  • 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.

  • What are Commonwealth Financial Network subsidiaries?

    Aegis Consulting and Daley Financial Partners are subsidiaries of Commonwealth Financial Network.

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