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COMMONWEALTH FINANCIAL NETWORK

WALTHAM, MA · CRD 8032 · IAPD ↗ · giphy.com · 781-736-0700

$212.66BRegulatory AUM
2650Advisory reps
4200Employees
20450Clients
More than 500Planning clients
0Private funds
53States
11Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — COMMONWEALTH FINANCIAL NETWORK shrank from 3150 to 2650 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — COMMONWEALTH FINANCIAL NETWORK added office(s): 1613 -> 1762 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — COMMONWEALTH FINANCIAL NETWORK grew from 3000 to 3150 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
June 2024 — COMMONWEALTH FINANCIAL NETWORK's Item 11 disclosure-reporting entries rose by 1 (12 -> 13).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
85
April 2024 — COMMONWEALTH FINANCIAL NETWORK grew from 2900 to 3000 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.