Commonwealth Financial Network
Waltham, MA·SEC-registered · CRD #8032
Commonwealth Financial Network is an SEC-registered investment advisory firm in Waltham, MA managing $213B across 632k client accounts, with 2.6k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$213B
Client accounts
632k
Advisory staff
2.6k
Fee model
Fee-based
How Commonwealth Financial Network is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Commonwealth Financial Network
How much does Commonwealth Financial Network manage?
Per its most recent SEC Form ADV filing (05/19/2026), Commonwealth Financial Network reports $213B in regulatory assets under management across roughly 632k client accounts.
How does Commonwealth Financial Network charge?
Commonwealth Financial Network is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Commonwealth Financial Network a fiduciary?
Yes. Commonwealth Financial Network is registered with the U.S. Securities and Exchange Commission (CRD #8032), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Commonwealth Financial Network taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Commonwealth Financial Network and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Waltham, MA
Profile compiled from Commonwealth Financial Network's public SEC Form ADV filing (CRD #8032, filed 05/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Commonwealth Financial Network. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Commonwealth Financial Network? Claim this profile.