Commonwealth Financial Group Revenue and Competitors
Estimated Revenue & Valuation
- Commonwealth Financial Group's estimated annual revenue is currently $63.5M per year.
- Commonwealth Financial Group's estimated revenue per employee is $231,000
Employee Data
- Commonwealth Financial Group has 275 Employees.
- Commonwealth Financial Group grew their employee count by -2% last year.
Commonwealth Financial Group Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
What Is Commonwealth Financial Group?
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence.\n\nThrough an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence.\n\nListen: Understand your financial goals, concerns and dreams.\n\nGather: Collect and review your tax, insurance, investment, legal, and bank documents.\n\nDesign: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner.\n\nBuild: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you.\n\nServe: Provide ongoing service to develop a dynamic plan that caters to your changing needs.
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Total Funding
275
Number of Employees
$63.5M
Revenue (est)
-2%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Commonwealth Financial Group's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Senior Partner | Reveal Email/Phone |
2 | Director Marketing and Client Services for Jeff Baron | Reveal Email/Phone |
3 | Managing Director | Reveal Email/Phone |
4 | Associate Analyst | Reveal Email/Phone |
5 | Financial Professional | Reveal Email/Phone |
6 | Financial Advisor | Reveal Email/Phone |
7 | VP Human Resources and Producer Services | Reveal Email/Phone |
8 | Partner | Reveal Email/Phone |
9 | Partner | Reveal Email/Phone |
10 | Agency Supervisory Officer | Reveal Email/Phone |
Commonwealth Financial Group News
... company of Blue Ridge Bank, N.A. (the "Bank") and BRB Financial Group, Inc., ... Virginia Commonwealth Bank (collectively, "Bay Banks").
Prior to joining The Wealth Alliance, Cohan was a Founder and Partner at RCA Capital Group, LLC a Commonwealth Financial Network firm that...
Prior to joining The Wealth Alliance, Cohan was a Founder and Partner at RCA Capital Group, LLC a Commonwealth Financial Network firm that...
... company of Blue Ridge Bank, N.A. (the "Bank") and BRB Financial Group, Inc., ... Virginia Commonwealth Bank (collectively, "Bay Banks").
Other Companies in Boston
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $38.4M | 275 | -13% | $340M |
#2 | $43.9M | 275 | 1% | N/A |
#3 | $81.7M | 275 | 38% | N/A |
#4 | $54.6M | 276 | 5% | N/A |
#5 | $82.3M | 277 | 7% | N/A |
Commonwealth Financial Group Executives
| Name | Title |
|---|---|
| Michael Pappalardo | Chief Operating Officer & Chief Financial Officer |
| Justin Connor | Chief Financial Officer |
| Richard St. | CEO & Managing Partner |
| Vincent Lewis | Chief Business Development Officer |
| Ami Howes | Chief Operating Officer, Financial Advisor |
| Daniel Murphy | Vice President, Planning Experience |
| Dan McLaren | President |
| Andrew Medema | Vice President | Strategy, Innovation, & Marketing |