Commonwealth Financial Network
Commonwealth Financial Network's Overview
Commonwealth Financial Network is one of the largest privately held Registered Investment Adviser–broker/dealers in the United States. Founded in 1979, the firm provides indispensable business solutions, advanced technology, and robust support services to a network of over 2,200 independent financial advisors. Commonwealth is committed to empowering these advisors to deliver exceptional financial guidance, build thriving practices, and serve the best interests of their clients. The firm is consistently recognized as a 'Best Place to Work,' reflecting its strong culture and dedication to its employees and advisors.
Where is Commonwealth Financial Network's Headquarters?
HQ Function
The Waltham headquarters serves as the main operational and strategic hub, housing executive leadership, compliance, advisor support services, technology development, and wealth management teams.
Notable Features:
Modern, collaborative office space designed to foster innovation and employee well-being. The facilities are equipped with advanced technology and amenities supporting a dynamic work environment.
Work Culture:
Known for its award-winning 'community' culture that emphasizes respect, collaboration, and a service-first (Indispensable Service) approach. The firm highly values its employees and fosters professional growth and work-life balance.
HQ Significance:
This headquarters is central to Commonwealth's ability to provide robust, scalable support and cutting-edge technology to its national network of independent financial advisors, enabling them to manage their businesses effectively.
Values Reflected in HQ: The headquarters' design and operations reflect Commonwealth's core values of indispensable service, community, quality, and financial strength.
Location:
While Commonwealth Financial Network's physical offices are located in the United States (Waltham, MA, and San Diego, CA), its services support a nationwide network of independent financial advisors. These advisors may serve clients located internationally, adhering to applicable regulations. The firm's robust technology infrastructure and support systems are designed to facilitate advisor operations irrespective of client geography, effectively enabling a global reach through its advisor network.
Street Address:
29 Sawyer Road
City:
Waltham
State/Province:
Massachusetts
Country:
USA
Commonwealth Financial Network's Global Presence
San Diego, California/USA
Address: 110 West A Street, Suite 1800, San Diego, CA 92101
Provides dedicated support for advisors in the western U.S., leverages the Pacific Time Zone for extended service hours, and taps into the rich talent pool of Southern California in financial services and technology.
Buying Intent Signals for Commonwealth Financial Network
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Executive Team of Commonwealth Financial Network
As of April 2025, Commonwealth Financial Network' leadership includes:
Investors of Commonwealth Financial Network
Commonwealth Financial Network has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Commonwealth Financial Network has actively strengthened its leadership team over the past 12 months with key appointments and promotions, particularly in technology, advisor engagement, field experience, and business development.
New Appointments:
Technology (Tech Stack) used by Commonwealth Financial Network
Discover the tools Commonwealth Financial Network uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Commonwealth Financial Network Email Formats and Examples
Commonwealth Financial Network typically uses a standard email format for its employees. The most common structure is the first initial of the employee's first name followed by their last name, all at the commonwealth.com domain.
[first_initial][last]@commonwealth.com
Format
jdoe@commonwealth.com
Example
92%
Success rate
News and media
Financial Advisor Magazine (fa-mag.com) • April 2, 2024
Commonwealth Financial Network Adds Office Of LGBTQ+ Alliances
Commonwealth Financial Network announced the creation of an Office of LGBTQ+ Alliances. This initiative aims to bolster support for LGBTQ+ advisors and clients, with Jonathan Zepeda appointed as its director to lead these efforts....more
PR Newswire • January 25, 2024
Commonwealth Financial Network Welcomes River City Financial Group
Commonwealth Financial Network announced that River City Financial Group, a wealth management firm based in Richmond, Virginia, managing nearly $180 million in assets, has affiliated with its network of independent financial advisors....more
Commonwealth Financial Network Press Release • January 10, 2024
Commonwealth Financial Network Promotes Becca Hajjar to Managing Principal, Chief Business Development Officer
Commonwealth Financial Network announced the promotion of Becca Hajjar to managing principal, chief business development officer. In her new role, Hajjar will lead the firm’s advisor recruitment and practice acquisition strategies....more
WealthManagement.com • November 7, 2023
Commonwealth Financial Network Launches End-to-End Alternative Investment Platform
Commonwealth Financial Network has introduced a new, fully digital alternative investments platform developed in partnership with +SUBSCRIBE. The platform is designed to streamline the alternative investment process for its affiliated advisors, providing greater access and efficiency....more
Commonwealth Financial Network Press Release • August 22, 2023
Commonwealth Financial Network Welcomes Peggy Ho and Rob Ciampi to Leadership Team
Commonwealth Financial Network announced the addition of Peggy Ho as managing principal of field engagement and experience, and Rob Ciampi as managing principal of advisor engagement, to further enhance support and resources for its network of financial advisors....more
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