Commonwealth Financial Network | LinkedIn (2025)

Who We ServeIndependent 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 2,000 independent financial advisors nationwide. Your AdvantageThe 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 MoreReady 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 www.FINRA.org/www.SIPC.orgPlease review our Terms of Use here: http://www.commonwealth.com/termsofuse.html

Website

http://www.commonwealth.com

External link for Commonwealth Financial Network

Industry

Financial Services

Company size

501-1,000 employees

Headquarters

Waltham, MA

Type

Privately Held

Founded

1979

Specialties

Wealth management, Investment management, Research expertise, Intuitive technology platform, Complimentary practice management consulting and coaching, Regulatory Compliance team that acts as advisors’ partners and counselors, and Independent broker/dealer

• Primary

  29 Sawyer Road

  Waltham, MA 02453, US

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• 110 West A Street

  San Diego, CA 92109, US

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• Aric Jacobson
• Mark Frantz
• Jess Gilbert Vice President, Affiliate Enrichment at Commonwealth Financial Network

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• Commonwealth Financial Network

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  The year-end deadline looms. You know you need to make sure younger clients are maximizing their 401(k) contributions and older clients are taking required distributions. But what else should you talk about with clients before December 31? Our latest Insights article provides a checklist for starting 2025 off right. https://bit.ly/3BGKhl2 #commonwealth #financialplanning #financialadvisor

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• Commonwealth Financial Network

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  Why do we do what we do? YOU, of course. Okay, now it’s your turn, Commonwealth community! What’s the north star that guides you toward your goals? The future is now, so we’re hungry for added inspo in the comments below or on your feeds with #CommonwealthNational and #TheFutureIsNOW. #CommonwealthNational #TheFutureIsNOW

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• Commonwealth Financial Network

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  Does snuggling with the on-site puppy pack count as self-care? Highly likely. ✔ Put your phone in selfie mode and go show these National doggos the love they deserve! Pics and/or videos in the comments to spread the good vibes—please and thank you! Not on-site with us? All fur baby content welcome! #CommonwealthNational #TheFutureIsNOW

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• Commonwealth Financial Network

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  Rooting for the same team brings people together—but so does a friendly competition! 😏 Which team has your allegiance? Whether it’s a hometown favorite or a national league, we’re eager to see the overlaps (and rivalries) in our community. Find a friend, strike a pose, and let the games begin in the comments below! #CommonwealthNational #TheFutureIsNOW

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• Commonwealth Financial Network

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  If only you’d known ­­­_____, you would’ve done things differently. So, what do you think the younger generation should know TODAY, instead of years down the line? Your wisdom is welcome in the comments below. #CommonwealthNational #TheFutureIsNOW

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• Commonwealth Financial Network

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  A record-breaking 2,300 attendees have convened for Commonwealth’s National Conference! The four-day event focuses on deepening connections across our community and delivering actionable strategies for business growth and client success. From a forward-looking agenda tailored to the evolving needs of affiliated advisors, attendees will gain a deeper understanding of the tools and strategies Commonwealth offers to help them elevate their businesses in a changing industry. Read the press release for details. https://bit.ly/4erEyxU #CommonwealthNational

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• Commonwealth Financial Network

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  National 2024 is the place to be for industry insight—so it’s no wonder that Bloomberg News Radio’s Bloomberg Markets will be in the house! Watch the livestream for breaking global business and market news on October 7 and 8 from 10 a.m. to noon ET. Hosts Alix Steel and Paul Sweeney will be digging deep with our onsite experts, getting to the heart of industry-shaping trends, as well as the essential tools and strategies advisors need to drive growth and enhance client outcomes. Watch live on YouTube, or catch up later via Spotify, Apple Podcasts, and Google Podcasts. https://bit.ly/3N7ww10 #CommonwealthNational #bloombergradio

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• Commonwealth Financial Network

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  We all know the path to success is full of surprises—and rarely linear. 🚵♀️ Comment below with the words that re-center you when you face obstacles or self-doubt. And don’t forget to use #TheFutureIsNOW and #CommonwealthNational for a chance to win a $100 donation in your name to Commonwealth Cares!

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• Commonwealth Financial Network

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  Our lineup of National 2024 keynote speakers will share powerful and compelling perspectives that will energize your drive for success and keep your business at the top of its game. Reunite with friends and colleagues; engage in immersive learning to level up your skills; and bask in the wisdom, wit, and sheer impressiveness of our keynote speakers—we’re counting down the HOURS until National 2024! #CommonwealthNationalAdam GrantPriya ParkerJeffrey RobinsonJ.J. Johnson

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• Commonwealth Financial Network

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  Our advisors are some of the busiest people we know! There’s nothing we love more than freeing up their time so they can focus on their big picture goals. 📈 What’s holding you up from achieving your goals? Whether it’s a long-term dream (learning the piano?) or a nagging chore you’ve been avoiding (organizing your inbox?!), it’s GO time. The future is now, so let’s brainstorm on how to get it done. Comment below to crowdsource inspiration and ideas! #CommonwealthNational #TheFutureIsNOW

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