COMMONWEALTH FINANCIAL NETWORK

29 Sawyer Road
Waltham, Massachusetts 02453-3483
Tel: 781-736-0700

About COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK, formally registered with the SEC as COMMONWEALTH FINANCIAL NETWORK. The firm was established in 06/11/1992. They have over 1614 offices throughout the country.

COMMONWEALTH FINANCIAL NETWORK is a Waltham, Massachusetts based Financial Planning firm with nearly $177,031,841,416 assets under management, offering retirement planning & investment advisory services to 623075 clients. The firm is staffed with 4500 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	8032
SEC#	801-41541
Assets Managed by Firm	$177,031,841,416
No. of Clients	623075
No. of Advisors	4500

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	623075	$177,031,841,416
Individuals (other than high net worth individuals)	333649	$86,655,806,574
High net worth individuals	35520	$81,295,029,616
Pension and profit sharing plans	1448	$1,737,769,579
Charitable organizations	455	$948,144,498
Corporations or other businesses	2669	$3,691,460,877

More Retirement Planning firms in Waltham, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

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