Commonwealth Financial Network Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Commonwealth Financial Network's estimated annual revenue is currently $553.3M per year.(i)
  • Commonwealth Financial Network's estimated revenue per employee is $294,000

Employee Data

  • Commonwealth Financial Network has 1882 Employees.(i)
  • Commonwealth Financial Network grew their employee count by 5% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
Add Company

If youre a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the Registered Investment Adviserindependent broker/dealer whose vision is in sync with yours. Whether you operate as a Registered Representative, Registered Investment Advisor, Investment Advisor Representative, or Hybrid advisor, you can take full advantage of a community that exists solely to help you serve your clients and support your business at every stage of its evolution. Let us tell you about a technology platform that integrates every aspect of your clients financial lives into a single holistic view. An infrastructure that offers the advisory services, research, and other resources you need to deliver what's best for clients. And direct access to the support you need at every level, including from our managing partners. There's so much more to the Commonwealth story. Wed welcome the opportunity to share it with youand to hear the story of your practice to learn whether we might be the partner who can help keep you moving client-forward. Let us hear from you at joinus@commonwealth.com. Member www.FINRA.org / www.SIPC.org

keywords:N/A

N/A

Total Funding

1882

Number of Employees

$553.3M

Revenue (est)

5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Commonwealth Financial Network's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Partner Emeritus, Commonwealth Financial NetworkReveal Email/Phone
3
Managing PrincipalReveal Email/Phone
4
Executive Director, Commonwealth CaresReveal Email/Phone
5
IT Agile Operations LeadReveal Email/Phone
6
Chief Compliance OfficerReveal Email/Phone
7
Product Owner- Application SolutionsReveal Email/Phone
8
Head Finance and Accounting, Family OfficeReveal Email/Phone
9
Managing Principal - President & COOReveal Email/Phone
10
Senior Compliance AdvisorReveal Email/Phone

Commonwealth Financial Network News

2022-04-20 - Veteran Financial Advisor Seth Cohan Joins The Wealth ...

Prior to joining The Wealth Alliance, Cohan was a Founder and Partner at RCA Capital Group, LLC — a Commonwealth Financial Network firm that...

2022-04-20 - 2022 Retirement Legislation Update

... offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

2022-03-30 - Women-Owned Independent RIA Moves Its Business to ...

BUSINESS WIRE)--Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$662.7M188696%N/A
#2
$588.8M20824%N/A
#3
$311.5M2225N/AN/A
#4
$450.2M22407%N/A
#5
$1130M2841-3%$250M

Commonwealth Financial Network Executives


NameTitle
Scarlett ClarkeChief Diversity and Inclusion Officer
Mukund RavipatyChief Information Security Officer
Peggy HoSVP, General Counsel and Chief Risk Officer
Wayne BloomCEO
Paul TolleyChief Compliance Officer
Trap KlomanManaging Principal - President & COO
Kate FloodDirector, Editor-in-Chief, Brand Publications
Becca HajjarManaging Principal, Chief Business Development Officer
Brad McMillanManaging Principal, Chief Investment Officer
Brian SullivanChief Marketing Officer
Michael StoneCEO & Founder of Milestone Investment Management LLC
Kristine McManusChief Business Development Officer
Jonathan CleasbySVP, Chief Financial Officer
Miriam ManningChief Information Officer
Joe MalpicaVP Chief Anti Money Laundering Officer
Karen RussellVice President and Chief Diversity Officer
Jane MoyerSVP, Chief Human Resources Officer
Jay GrandfieldCEO Zenith Advisory Group
Scarlett AbrahamChief Diversity and Inclusion Officer
Rob MolinariChief Regulatory Affairs Officer
Romina HeymannAnalista de Negocios
Matthew ChisholmSVP RIA services and practice managemen
Peggy HoSVP, General Counsel and Chief Risk Officer
Alexander HansenSVP, RIA Compliance
Michelle KelleySVP, Deputy General Counsel and CPO
Lori YaverbaumVice President User Experience
Trap KlomanManaging Principal - President & COO
Garreth SpeerVP, IT Infrastructure and Operations
Ellen RosenbergVice President and Associate General Counsel
James McDermottSenior Vice President of Operations
Matt SugdenSenior Vice President
Adam RobinsonFounder/President
Jennifer FrancoVice President, Account Services
John HagbergSVP, Project Management Office
Jim AdelmanSVP, Senior Counsel
Maria ConsidineSenior Vice President, Practice Management
Wendy KaniaVice President - Sponsor Relations
Mark ConnorsVice President
Paul MahanSVP, Retirement Consulting Services
Sarah HowesVice President, Advisor Marketing
Brenden BecksteinVice President Talent Management
Rory BarrattSenior Vice President, Head of Corporate Strategy
Kenton ShirkVP, Practice Management
Andrew ParkVice President, Application Solutions
Karen McCollSenior Vice President, Wealth Management
Ginette GiblinVice President of Operations
Brian LampronVice President, RIA Services
Lorraine TracyVice President, Portfolio Reports and Data Services
Jonathan CleasbySVP, Chief Financial Officer
Hilary Soltz ShortVP, Brand Development & Experience
Jennifer RosinskiVice President, External Communications
Abigail ArmstrongVP & Associate General Counsel
Seira S.Vice President of Learning and Development
Joe MalpicaVP Chief Anti Money Laundering Officer
Kathleen RocheVice President
Peter EsseleSVP, Investment Management and Research
James WhitemanVice President
Karen RussellVice President and Chief Diversity Officer
Paul FraserSenior Vice President, Transition & Field Development Operations
Jane MoyerSVP, Chief Human Resources Officer
Maria KingSVP, Practice Management
Nancy DiBattistaSVP, Transition and Field Development Operations
Nestor AlejandroSVP- RIA Compliance
Jessica FougereSVP, Community