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COMMONWEALTH FINANCIAL NETWORK
COMMONWEALTH EQUITY SERVICES, LLC
CRD 8032 · SEC 801-41541
275 WYMAN STREET, SUITE 400, WALTHAM, MA, 02451-1200, United States
Phone
781-736-0700
Fax
781-398-9905
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.66B
Discretionary AUM
$207.63B
Team
4200 total employees; 2650 advisory reps; 20450 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 314099 | $93.62B |
| High net worth individuals | 41874 | $108.69B |
| Pension/profit sharing plans | 1207 | $1.95B |
| Charitable organizations | 405 | $1.08B |
| State/municipal entities | 300 | $3.20B |
| Corporations/business entities | 2603 | $4.13B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://giphy.com/channel/CommonwealthFN
- HTTP://WWW.YOUTUBE.COM/USER/COMMONWEALTHBD
- https://www.instagram.com/commonwealthfn/
- https://bsky.app/profile/commonwealthfn.bsky.social
- HTTPS://WWW.FACEBOOK.COM/COMMONWEALTHFINANCIALNETWORK
- https://blog.commonwealth.com/
- HTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
- https://www.slideshare.net/CommonwealthFinancialNetwork/
- https://sprout.link/commonwealthfn
- HTTP://WWW.LINKEDIN.COM/COMPANY/COMMONWEALTH-FINANCIAL-NETWORK
- https://www.threads.net/@commonwealthfn
- HTTPS://WWW.COMMONWEALTH.COM
- https://vimeo.com/commonwealthfinancial
Official SEC filing: View on IAPD