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VerifiedFinancial Services· Founded 1979

Commonwealth Financial Network

Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than independent financial advisors nationwide. Your Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member Please review our Terms of Use here:

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HeadquartersWaltham, United StatesEmployees1.6K(501 to 1000)Annual revenue<$1MFounded year1979Websitecommonwealth.comLinkedIn profileLinkedIn

Verified contacts

200

available on Kipplo

LinkedIn employees

1.6K

501 to 1000 range

Open roles

2

across 1 depts

Distinct roles

922

indexed titles

Tech stack

19

tools in use

Monthly traffic

organic / mo

Hiring · 2 open positions across 1 departments

Sales2

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Decision-makers and verified team members

200 contacts with verified email or phone · masked until revealed.

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Top roles at Commonwealth Financial Network

922 distinct titles indexed · top 10 shown.

  • 41financial advisor
  • 15help desk specialist
  • 15investment advisor representative
  • 13operations support specialist
  • 11()
  • 9manager
  • 8compliance advisor
  • 8virtual administration specialist
  • 7business development consultant
  • 7financial consultant
  • +912more titles

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