Commonwealth Financial Network

Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive. That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

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3.5

Overall Excellence Rating

Industry

Financial Services

Category

Investment & Asset Management

ESG/Ethical Impact

In the realm of environmental impact, Commonwealth Financial Network has made significant strides in integrating sustainability principles into its operations, including the adoption of energy-efficient technologies, stringent waste reduction practices, and an emphasis on responsible resource management, all contributing to a notable reduction in its ecological footprint. By embracing these initiatives, the organization has demonstrated a commendable dedication to minimizing its environmental impact, thus aligning with broader efforts to mitigate climate change and preserve natural ecosystems. Commonwealth Financial Network’s social impact initiatives have underscored its commitment to enhancing the well-being of its employees and the broader communities it serves. The organization has implemented robust diversity and inclusion programs to cultivate an inclusive workplace characterized by equal opportunities, diversity celebration, and empowerment. Commonwealth Financial Network places paramount importance on upholding the highest standards of ethics and transparency.

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Awards Received

2023

Revenues

$33,000,000.00

Website Traffic

Employee Rating

3.5

Customer Rating

3.8

Company Size

100-1000

ESG Risk Rating

3

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