Commonwealth Financial Network
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$202,307,647,471
Clients
355,973
Advisors
2,719
across 1,190 offices
About
Commonwealth Financial Network is a dual‑registered broker/dealer and SEC‑registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in client assets. The firm offers a broad adviser‑support platform that includes discretionary and nondiscretionary managed‑account programs (PPS Custom, PPS Select, PPS Direct), access to third‑party asset managers, retirement and plan consulting, and custody/clearing services.
Advisors work with clients to define goals and risk tolerance and may implement portfolios using Commonwealth’s internally managed model portfolios (Investment Management and Research team) or by outsourcing execution and model implementation to third‑party platforms and subadvisers (for example, Envestnet, SEI, and Orion). Commonwealth acts as a wrap‑fee program sponsor and back‑office provider—covering trading, reporting, and householding—while offering a mix of mutual funds, ETFs, individual securities, annuity subaccounts, and personalized indexing and tax‑aware options.
Noteworthy aspects disclosed in the firm’s brochure include its acquisition by LPL Financial Holdings, Inc. on August 1, 2025 and recent regulatory matters, including a March 2026 SEC judgment that resulted in a $5,000,000 civil penalty and earlier SEC enforcement related to mutual fund share‑class disclosures. The firm also discloses material conflicts arising from its clearing and sweep arrangements—notably revenue‑sharing with its clearing firm—and a range of advisor compensation and transition incentives (administrative‑fee discounts, graduated payouts, and forgivable loans) that can affect program availability and recommendation incentives.
Client services
Expertise
Occupation focus
Fee options
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
Main office
See office275 Wyman Street, Suite 400
Waltham MA 02451-1200
Advisors at this office
142
Offices (1,190)
Longbow Capital Partners, LLC
2917 Central Ave Suite 211, Birmingham, AL 35209
2 advisors
Waltham, MA 275 Wyman Street
275 Wyman Street Suite 400, Waltham, MA 02451-1200
142 advisors
San Diego, CA West Broadway
600 West Broadway Suite 3200, San Diego, CA 92101
39 advisors
Glastonbury, CT 180 Glastonbury Boulevard
180 Glastonbury Boulevard Suite 400, Glastonbury, CT 06033
19 advisors
Overland Park, KS Mastin Street
10801 Mastin Street Suite 370, Overland Park, KS 66210
19 advisors
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
2250 Financial Services Inc · 3 Rivers Financial · 307 Financial Services, LLC · 4 Th Quarter Wealth Management · 401 K Plan Consultants, LLC · 44 North Financial Partners · 7 Grains Planning & Investments · 7 Streets Financial LLC · A Better Financial Group, Inc · Ac Financial Partners · Acorn Financial · Acre Equity Advisors · Acs Advisory LLC · Adams & Associates · Advanced Corporate Solutions Ltd · Advanced Financial Group · Advanced Group Financial Services · Advanced Wealth Management · Advantis Wealth Partners · Advisory Group West · Aegis Consulting · Aeran Asset Management · Affinity Wealth Solutions · Affluere Financial Services · Agency Wealth Partners · Alfstad Capital, LLC · Align Retirement Plan Advisors · Align Wealth Strategies · Allegiant Wealth Management Group · Allen Insurance And Financial · Allen Wealth Management · Allfluent Wealth Management LLC · Altara Wealth · Ames Financial Services · Ams Financial Group · Andra Wealth Management · Andrew Hoff Agency · Angelo Planning Group · Anton Lemieux Financial Group · Antone Mercurio LLC · Apex Wealth Advisors · Apogee Wealth Advisors LLC · Arbor Financial Services · Arq Financial Group · Artha Wealth Advisors · Ascend Financial Group · Ascend Wealth Management · Ascentra Wealth Management, LLC · Ashwood Advisors, LLC · Assay Wealth Partners, LLC · Asset Advisory Services, Inc. · Astle Investment Management · Atlantic Wealth Advisors, LLC · Atlantic Wealth Management, LLC · Atlantic Wealth Strategies, LLC · Attuned Financial Strategies · Augustine Financial, LLC · Austin Financial Management, Inc. · Avant Garde Wealth Partners · Avantis Private Wealth · Avenor Wealth · Avery And Pope Wealth Management · Axial Financial Group · Azimuth Wealth Management, Inc · Back Cove Financial · Backnine Advisors, LLC · Bailey & Beatty Financial Services, LLC · Ball Financial Services Company · Ballast Wealth Partners · Bank Of Prairie Du Sac · Bank Rhode Island Investment Services · Bankri Investment Services · Bannon & Company, LLC · Banyan Financial Services · Barron Wealth Strategies · Bartholomew & Company, Inc. · Bay Harbor Private Wealth Group · Bds Financial Network · Beacon Investment Management · Beebe Financial Services · Bell Retirement Strategies · Beloin Investment Group · Benchmark Investments & Insurance · Benetas Wealth · Benison Financial Services · Benz Financial Group · Benz Financial Services, Inc. · Berks Financial · Berkshirebanc Investment Services · Bestgen Wealth Management, LLC · Bianchi Wealth Management · Biestek Wealth Management, LLC · Biffen Wealth Management · Bishop Financial · Black Diamond Custom Wealth Management · Blue Haven Strategic Financial Group · Blue River Group, LLC · Bluegrass Legacy Group · Blueprint Wealth Advisors · Bonebrake Financial Planning & Wealth Management · Bostonnorth Financial Services, Inc. · Bostonpremier Wealth, LLC · Bothfeld Financial Partners · Boyden Financial · Bral Niedert Private Wealth Advisors · Breed's Hill Wealth Management, LLC · Brent Financial Group, LLC · Brentwood Financial Partners · Bridgequest Wealth Strategies · Bridgeview Wealth Partners, LLC · Brightview Financial Services · Brown Ruth Advisors, LLC · Brs Financial Group LLC · Bryan Hickel Investment Management · Bryant Maloney Prinzo Wealth Management · Buchman Financial Wealth Management · Buttrick Asset Management · Byers Poland Reeves Wealth Partners · C.W.F. Financial · Cadagin & Prosser Financial Group · Caduceus Consulting · Cahill & Associates Financial Services, LLC · Calmwater Advisors · Calmwater Financial Group · Calmwater Financial Network, LLC · Camelback Retirement Planners · Cammisa Financial Services, LLC · Canandaigua Financial Group · Canty's Financial Strategies, Inc. · Cape Cod Financial Services · Capital Concepts, LLC · Capital Financial Planning · Capital Management Partners, LLC · Capital Navigation Group, LLC · Capital View Wealth Management · Capitol Financial Advisors · Caplan Asset Management · Caplan Wealth Partners · Cardinal Hill Wealth Management · Cardinal Wealth Planning, LLC · Carney Financial Group, LLC · Carns Financial Group · Cary Stamp & Company · Casco Bay Wealth Advisors · Catrabone, Catrabone & Associates · Causeway Strategic Financial Advisors · Cawley Financial Advisors · Cedar Financial Services · Cedarwood Financial Partners · Censia Wealth Advisors · Center For Wealth Management · Center Square Asset Management · Central Coast 401(k) · Central Coast Wealth Management · Central Maine Financial Services, LLC · Cfg Wealth Management · Cg Capital · Charles River Financial Services, LLC · Choice Financial Planning · Chronicle Partners LLC · Clarendon Wealth Management · Clarity Financial Management · Clarity Wealth Management · Clark & Company Wealth Management · Clear Path Private Wealth · Clear Peak Financial · Clear Wealth Partners · Clearfront Advisory, LLC · Coastal Wealth Financial · Colarossi & Torre, Financial Advisory Group · Collins Wealth Management & Tax Strategies · Columbus Financial Concepts · Commonwealth Financial Network · Compass Financial · Compass Financial Network, LLC · Compass Financial Solutions · Complete Wealth Management Solutions · Comprehensive Financial Advisers · Comprehensive Financial Partners · Comprehensive Wealth Solutions, LLC · Compton Financial Group · Concentric Private Wealth · Conestoga Wealth Partners · Connecticut Financial Group, LLC · Convergence Financial Partners · Cooper Associates · Cooperdavis Financial Group · Copeland Financial · Core Financial Group · Core Wealth Advisory · Cornerstone Financial Group · Cornerstone Financial Services · Cornerstone Investment Associates · Cornerstone Wealth · Corning Financial Group, LLC · Corning Financial Solutions · Crabtree Financial Group, LLC · Creative Wealth Management, LLC · Creekview Wealth Management · Crew Financial Collective® · Crosland Wealth Management, Inc. · Crossbridge Financial Group Of Cny, Inc. · Crossbridge Financial Group, LLC · Crowl Wealth Management · Csd Financial Consulting · Csr Financial Services, LLC · Ct Financial Partners · Cumberland Wealth Management · Cummings Wealth Management Group · Curo Wealth Management · Custom Financial Design · Customized Wealth Strategies, LLC · Cynthia L Fickley Financial Planning LLC · Cypress Private Client Group · Cypress Wealth Management · D & M Financial Consultants · D&B Strategic Wealth · Daniel Investment Group, Inc. · Davenport Wealth Management · Davidman Financial Network · Davis Financial Strategies, Ltd. · Daybreak Financial Partners · Decisive Wealth Management · Dedomenico Wealth Management · Deering Wealth, LLC · Dempsey Wealth Management, LLC · Dende Financial Services · Dimatteo Group Financial Services Inc. · Diversified Capital Management · Diversified Investment Services, Inc. · Diversified Retirement Solutions · Diversified Wealth Strategies, LLC · Djs Financial Services · Dodds Wealth Management Group LLC · Donald M. Graham & Associates · Dowd Financial Group, LLC · Dpa Wealth Partners · Duke Wealth Management · Duncan Financial Group, LLC · Duncklee & Nott · Dunuwila Wealth Management · Dutchess Harbour Wealth Management LLC · Duthie & Gallagher Wealth Management · Eagle Crest Financial Services, Inc. · Eba Consulting · Ebert Financial · Economic Concepts Inc. · Edwards & Owens Financial Strategies And Wealth Management · Edwin Yeates Financial Services · Egidio Lennon Wealth Management, LLC · Eglseder Wealth Management Group, Inc. · Elek Wealth Management, LLC · Element Financial Group · Elevare Advisors · Elevate Wealth Planning · Elk Pointe Capital · Ellis Financial Advisory · Emerald Wealth Management Solutions, LLC · Emm Financial Services, Inc. · Emvision Capital Advisors · Endeavor Wealth Advisory Group · Endurance Capital Service, Inc. · Endurance Financial · Engineered Wealth Solutions · Epa Financial Services · Epiq Risk Management And Insurance Services · Esdale Wealth Advisors · Esposito Financial Group · Evergreen Wealth Management, Inc. · Everrise · Everthrive Financial Group · Evertrail Wealth Management · Exceptional. Wealth & Family Office · Family Wealth Partners · Farmers Savings Bank Investment Center · Federal Hill Financial, LLC · Federal Hill Investment Services · Fedor Financial Group, LLC · Fergusson Financial · Ferrer Advisory Services, Inc · Financial & Estate Strategists Inc. · Financial Advisory Partners · Financial Alternatives, LLC · Financial Connection · Financial Council, LLC · Financial Foundations · Financial Life Concepts · Financial Planning Solutions, Inc. · Financial Planning Suite, Inc. · Financial Resource Group · Financial Services Of Bradenton · Financial Strategies Group · Financial Technology, Inc. · First National Planning Group, Inc. · First Pacific Financial Services · First Susquehanna Financial Group, Inc. · Fisher Financial Associates · Fisler Financial Services · Fitzwilliam Financial · Five Point Wealth Advisors · Five Talents Wealth Management, LLC · Flautt Financial · Flick Financial · Florence Financial Group · Flourish Wealth Advisors · Flow Wealth Management · Focusone Integrated Financial Planning · Ford English Savicki & Pavlot Wealth Management · Fore River Financial · Forge Financial Group · Forsberg Insurance Planning · Forward Wealth Group · Foundation Financial Advisors, Inc. · Foundations Financial Partners · Four Arrows Financial Group, LLC · Fps Financial, Inc. · Fraga Wealth Management Group · Framewell Financial · Frank Deptola & Associates, LLC · Freedom Asset Management · Freer Financial Services · Frey Financial · Fs Financial · Full Circle Financial · Full Focus Financial Group · Full Spectrum Financial Solutions · Gale Investment Management Partnered With Wealthmark · Garden Street Financial Group LLC · Garon Financial · Garrett Consulting · Gateway Wealth Management · Gatherwealth Investment Management · Gb Financial Services, LLC · Geisler & Company Financial Planning · Generations Capital Inc · Gfa Financial Group · Gingras Financial Services, LLC · Gistel Advisors LLC · Global Financial Associates, Inc. · Gnemi Financial Strategies · Godchaux Wealth Management · Gold Financial Services · Good Capital Investment Group · Goostree Financial Group · Gottfried & Somberg Wealth Management, LLC · Granite Capital Advisors · Granite Ginkgo Financial Planning, LLC · Grant Capital · Graves Wealth Management · Graziano Budny Wealth Management Group, LLC · Green Harbor Financial · Green Lakes Planning · Guardian Wealth · Gugino & Ryel Financial · Guglielmetti Asset Management · Guide Star Financial, Inc · Guided Path Financial · Guided Path Wealth Management · Guilford Financial Partners · Gulf Coast Financial Consultants · Gulish & Associates, Inc. · Guyett Wealth Advisors · H B Financial Group, LLC · H.A. Kramer & Associates, Pa · H.S. Financial, Inc. · Hadad Milinazzo Financial Group, Inc. · Handford Financial Strategies · Hansen Financial Mv · Happel Financial, LLC · Harbor Blue Financial · Harkins Wealth Management, LLC · Harkness Financial · Harris Asset Management LLC · Harris Tax & Wealth Management, Pc · Harry Romain · Hartman Financial, Inc. · Harvest Advisers, LLC · Harvest Family Wealth, LLC · Harvest Wealth Management, LLC · Hastie Financial Group · Haukedahl Financial Services, LLC · Haven Private Wealth · Hawekotte Financial Group · Helping Other People Everywhere, Hope A Financial Services Company · Heritage Capital Advisors, LLC · Heritage Financial Advisory · Heritage Financial Services, LLC · Heritage Peaks Wealth Management · Heritage Private Wealth Management · Hess Financial · High Point Financial, LLC · Hill Financial Strategies · Hillcrest Financial Group · Hoey Wealth Management · Holbrook Wealth Advisors · Holly M. Robert & Associates · Honeycutt Smith & Associates · Horizon Financial · Huber Financial · Hudson Advisory Group · Hudson Wealth Management · Hundt Financial Services, Inc. · Hunt Country Wealth Management · Hunt Financial Solutions · Hutchings Financial Group, Inc. · Hutchinson Financial Services, LLC · I Financial · I&M Wealth Advisors · Ifs Investors Services · Impact Financial · Imperity Advisors, LLC · Independence Wealth Services · Independent Wealth Strategies · Infinitas · Innovative Financial Solutions · Innovative Wealth Managers · Insight Financial Horizons · Insurance & Investment Strategies · Integrated Equity Management · Integrated Financial Management, Inc. · Integrity Wealth Consultants · Intrinsic Financial Design Group · Inverness Financial Group, Inc. · Invest For Life · Invest Forward · Investmark Advisory Group · Investmark Advisory Services, Inc. · Investment House, LLC · Investment Professionals Wealth Management · Invirtus Wealth Partners · Iron Mountain Wealth Management, LLC · Itera Wealth Management · J. Phillips Investments, LLC · James V. O'sullivan · Jansma Financial And Insurance Services · Jay Financial Group · Jeff Kluve Financial Planning · Jensen Complete Wealth · Jerry Hupp Financial Services · Jg Rubin Financial Services · Jm Financial Strategies · Johndrow Wealth Management, LLC · Joy World Wealth Partners · Joyce Oaks Wealth Management Group · Jp Wealth Advisors · Jrb Wealth Management · Juniewic Financial Group · Kaplan Financial Group · Kaplan Financial Services, Inc · Karampatsos & Associates, LLC · Kb Financial · Kbc Financial Services, Inc. · Ke Wealth Advisors · Keating Wealth Management · Keeling Financial Strategies, Inc. · Keim Asset Management, LLC · Kelly Financial Partners · Kelly Ryan Financial · Kemple Financial · Ken Muskat Financial · Kenning Financial Services · Keybridge Financial, LLC · Keystone Financial Planning, LLC · Keystone Financial Strategies · Kin Wealth · King Financial Services · King Investment Strategies · Kingsbridge Capital Advisors · Kj Wealth Advisory · Kmj Financial Group, LLC · Kock Financial · Kojak Capital · Kornblum & Haverstick Financial Services · Kramer Wealth Strategies, LLC · Krueger Financial Services · Ksp Financial Consultants · Kunz Wealth Partners · Kyberstone Wealth · Lago Wealth Management · Lakeshore Financial Group · Lapis Wealth Advisory · Larson, Potter, Stratton & Cote · Larson, Potter, Stratton & Cote Financial · Laurel Highlands Financial Services, Lp · Laurentide Wealth · Laventura & Associates · Lealtà Private Wealth Management, LLC · Legacy Finance · Legacy Financial Services, LLC · Legacy Retirement Advisors · Legacy Wealth Group, LLC · Legacy Wealth Partners · Lehigh Valley Investment Group · Leithner Financial Group · Leman Financial · Leonard Brodsky And Associates, Inc. · Leslie Roper Day & Associates · Levy Financial Group · Lexington Financial Group · Libra Financial Group LLC · Lifefirst Financial · Lifetime Asset Management, LLC · Lignum Wealth Management · Lin Financial Services · Lincoln Park Financial Group, LLC · Lingenfelser Financial Services · Lipchin Wealth Management · Liquid Capital, Inc. · Livwell Financial · Llw Financial · Lohr & Company, LLC · Lomanto Provost Financial Advisors · Longbow Capital Partners, LLC · Longtide Financial Partners · Longview Wealth Advisors, LLC · Longwave Financial, LLC · Lordship Capital · Lowcountry Wealth Group · Lowry & Lowry, Inc. · Lowry Financial Advisors, Inc. · Ls Investment Management · Luce And Associates · Lv Wealth Management · Lyskin Financial Advisory, Inc. · M3 Capital Management · Mack Financial Consulting · Macwilliam Financial Group · Madigan Wealth Management · Madison Financial Planning Group · Maguire Investments, LLC · Mahalak Financial Management · Mahoney Wealth Strategies, Inc. · Mainsail Capital Management · Malmborg Wealth Consulting Group · Mammini Company · Maplecross Wealth Management, LLC · Mapp Investment Services, LLC · Marathon Financial · Marin Wealth Solutions · Marsh Wealth Services · Martin, Wardin & Eissner Financial Group · Master Plan Investment Group · Masterplan Financial Group · Matt 25 Capital · Mccaskill Financial · Mckee Asset Management · Mcmahan Asset Management · Medeiros Financial Services, Inc. · Meritage Financial Strategies, LLC · Merkle Financial Group · Merrigan Financial Strategies · Merrill Financial Associates · Mesch Wealth Advisors · Meservey Financial Group · Messett Financial · Mfg/Martone Financial Group · Mg Advisory Group · Michael Roberts Associates, Inc. · Michael S. Warren & Company · Middlesex Financial Group · Midstate Wealth Management · Milestone Financial · Milestone Investment Management · Milestone Investment Management LLC · Miller Ferrari Wealth Management · Miller Investment · Miller Mccurry · Mj Baker Financial Advisors · Mjc Wealth Management · Modern Wealth Management · Molnar Associates · Momentum Wealth · Montanari Financial · Monterey Custom Wealth Management · Montgomery & Company · Morpheus Family Wealth · Morris Financial Services · Mosaic Wealth Partners · Motivus Wealth Management · Mountain One Investments Group · Mountview Financial · Mpact Financial Group · Multiplan Financial Services, Inc. · Murphy Financial Group · Murphy Matza Wealth Management · Nagai Wealth Management · Namack Portfolio Investment Professionals, LLC · Natoli Wealth Management · Nava Stamp & Company · Navigate Financial · Nelson Murphy Insurance & Investments LLC · Nestor Financial Network · New England Wealth Management, LLC · New Harbor Financial Management · Newbury Wealth Management, LLC · Newton Financial Solutions, LLC · Nexus Financial Network, LLC · Niehaus Financial Services, LLC · Nine Pillars · North Country Financial Group LLC · North Point Wealth Management · Northstar Financial Group · Northstar Financial Partners · Northstar Investment Management · Norton Financial Consultants · Norwich Financial, LLC · Novus Wealth Strategies · Noyes Ryder Wealth Management · Nxt Phase Financial Services · Oak Branch Financial · Oak Leaf Wealth Management Services · Oakstead Wealth Management · Oaktree Financial Advisors, Inc. · Oakwood Financial Network, LLC · Oasis Wealth Partners · Ocean Financial · Offenburger Capital Management LLC · Olson Financial Group · Omnica Wealth · One Retirement Source · Openroad Wealth Advisors · Opti(k) · Opus 111 Group · Orazio Financial Services · Orion Wealth Consultants, LLC · Oswald Konz Financial Group · Otto & Dunne Financial Group · Owings Financial Services · Pacific Crest Wealth Planning · Pacific Private Wealth Services · Pacific Wealth Partners · Palmer Wealth Group · Paradee Financial · Paragon Financial Services · Paris International Corporation · Park Avenue Investments · Park View Wealth Management · Parker Allen And Company, LLC · Parker Financial Associates · Parkview Financial · Parliament Wealth · Pathfinder Wealth Advisors · Pathfinder Wealth Consulting · Pathway Wealth Partners · Patrick Funke & Associates, Inc. · Paul Santucci Financial Services · Pbj Wealth Management · Pegasus Wealth Management · Peloton Wealth Management · Pension & Benefits Associates, Inc. · Peoples & Co Private Wealth Stewardship · Peoples Financial Planning · Peoples Wealth Management · Peridot Wealth Partners, LLC · Perry Financial Strategies · Peterson Wealth Advisors · Physicians Wealth Care, LLC · Pick & Roll Wealth Management And Transfer · Pickler Wealth Advisors · Pillar Financial Group · Pillar Wealth Management Of Colorado · Pin Wealth, LLC · Pinnacle Financial Strategies, LLC · Pinnacle Private Wealth · Pipes Insurance Services, Ltd. · Piscura Family Financial Advisors · Plan To Prosper · Planstrong Investment Management · Planwise Financial Group · Port Wealth Management · Potomac Financial Private Client Group, LLC · Powell Financial Group · Pratt Wealth Management · Precision Financial Planning · Premier Portfolio Strategies · Premier Wealth Wa · Prevision Wealth Planning · Priem Financial Group · Prosperity, LLC · Provident Financial Planning & Investment Management · Provident Wealth Planning, LLC · Provision Financial · Ps&E Plan To Prosper · Pursuit Wealth Group · Q3 Capital Management, LLC · Quantis Wealth Management · Quest Financial Group · R&R Wealth Management · R2 Financial Strategies · Ramaiah Financial · Rampart Wealth Management · Raven Point Wealth Management LLC · Rawe Financial · Rea Wealth Management · Redcon Capital · Reed Lake Private Wealth · Reffsin Financial · Reilly Financial Group · Reinsurance Max Investment Services · Reliance Financial Advisors · Remo Financial · Rendler And Associates, LLC · Retirement & Estate Investment Services · Retirement Capital Advisors · Retirement Lifestyle Consultants Wealth Management · Retirement Plan Rollover Specialists, LLC · Retirement Wealth Partners LLC · Rexroad Retirement & Wealth Management · Rfg Associates, LLC · Riverpark Financial Group · Riverstone Private Wealth Advisors · Rnl & Associates · Rob Otwell And Associates · Rogers Wealth Management · Romano & Romano Financial, LLC · Rs Wealth Management · Rsf, LLC · Ruchin & Associates, LLC · Ryan Wealth Advisors · Rzb Wealth Management, LLC · Safe Harbor Wealth Management, Inc · Safe Port Financial Associates, LLC · Safranek Financial Group · Sage Creek Planning And Investments · Sagepointe Wealth Management · Sagerock Wealth Partners · Salt City Financial Advisors · Sandlapper Wealth Advisory · Santoro Financial Planning Group · Savannah Wealth Group · Scalia Wealth Management, LLC · Schmocker Financial Services · Schmoyer Financial Associates · Schneider Wealth Strategies · Scott E Muma Wealth Management · Screaming Eagle Wealth Management · Scribner Financial Services · Sda Wealth Strategies · Seaway Financial · Seide Financial Group · Selah Financial Services · Select Financial Services Group, Inc. · Sentinel Wealthcare · Sg Wealth Management Group · Shadduck Financial · Shamrock Wealth Management · Sherr Financial Associates · Sherrill Wealth Management · Shira Financial · Shoreline Wealth Partners · Shorepoint Advisory Group · Shultz Wealth Management LLC · Sierra Family Wealth · Sierra Pacific Wealth Advisory Group · Silver Leaf Investment Advisors · Simple Impact, LLC · Sims Financial Services LLC · Siskiyou Wealth Management, LLC · Sloan Financial Group, LLC · Somerset Hills Wealth Management · Sonder Financial · Sonder Wealth Advisors · Sonnenberg Financial Solutions · Sophia Wealth Strategies · Soundview Wealth Management Group, LLC · Sowa Financial Group · Sparks Financial Services · Spinnaker Wealth Management · Spring Ridge Financial Group, LLC · Starr Wealth Strategies, Inc. · Stars And Stripes Financial Services · Steady Path Retirement · Steelpillars Financial · Steffens Financial Corp. · Steilacoom Investments · Stephen Leavitt Financial · Stephen M. Leavitt · Sterling Financial Group · Sterling Retirement Consulting · Sterling Wealth Management · Sterling Wealth Management, LLC · Sterling Wealth Partners · Stern & Heatwole Financial Group, Pc · Stewardship Investment Planning · Stillwater Planning Group · Stoia Financial · Stone Financial · Stoneburner Wealth Management, LLC · Stonehedge Financial · Stoneworth Financial Group · Stout Asset Management, LLC · Strategic Edge Wealth Management · Strategic Financial Alliance · Strategic Financial Divorce Planning · Strategic Financial Solutions · Strategic Planning Group · Strategic Retirement Group · Strategic Wealth Management · Sullivan Financial Services, Inc. · Summit Wealth Management · Sweet & Associates · Swift Financial Services, Inc. · Swisdom Financial · Synergy Financial Advisors · T.A. Holland & Co · Talents Financial Planning And Wealth Management · Target Retirement Solutions · Teacher Retirement Planning Services · Teacher Retirement Solutions, LLC · Tejas Financial Advisors · Terra Blue Wealth Management · Terramar Wealth · The Advanced Financial Group · The Advocates · The Blanchette Financial Group · The Crossland Group · The Ferrucci Company · The Financial Center Inc. · The Financial Planning Group · The Flanders Group · The Hanson Group · The Harvey Group · The Highbridge Financial Group, Inc. · The Insurance Exchange · The Lambros Group, Inc. · The Lowry Group, Inc. · The Murphy Financial Group, LLC · The Rein Group · The Walker Deering Group · Think Financial Wealth Management · Thomas J. Conway · Thorley Wealth Management, Inc. · Tibbitts Financial Consulting · Tilton Wealth Management · Tinsley Financial Group, LLC · Tiona Financial Services, LLC · Tjb Financial Services, Inc. · Tmk Advisors · Todd M. George Investment & Retirement Services · Toll Gate Capital Advisors, LLC · Tolmiros Financial Designs · Tonkinson Financial Inc. · Trailhead Financial LLC · Treadstone Wealth Advisors · Trg Wealth Management · Triad Financial Group, LLC · Triad Wealth Advisors · Trowbridge & Co Wealth Management Group · True North Advisors · True North Financial Planning · True North Investment Partners · Trusted Wealth Partners · Tucker Haskins And Associates · Tyler Wealth Management, LLC · Unified Business Strategies · Union Street Financial LLC · United Iowa Financial · United Plan Consulting, LLC · Vahanian & Associates Financial Planning Inc. · Vala Wealth Management · Valiant Retire Advisors, LLC · Vantage Point Financial, LLC · Vassey Financial Planning And Investments · Verderese Financial · Verdi Wealth Management · Viewpoint Wealth Planning · Vision Wealth Partners, LLC · Vista Wealth Strategies LLC · Walsh Investment Services · Walters Wealth Management · Warmen & James Private Wealth · Watersedge Wealth Advisors · Waypoint Financial · Wccu Investment Consultants · Wealth And Income Solutions · Wealth Connections, Inc. · Wealth Management Partners, LLC · Wealth Planning Advisors · Wealth Planning Resources LLC · Wealth Solutions...By Design, PLLC · Wealth Strategies · Wealth Strategies Group · Wealth Strategies LLC · Wealth Strategies Of Wisconsin, Ltd. · Wealthmark Advisors · Wealthpoint Financial Planning · Wealthport, LLC · Wealthspring · Wealthwell Solutions · Webster Wealth Advisors · Weibler Financial & Retirement · Weidmayer Wealth Solutions, LLC · Weier Financial · Weller Financial Group · Wellinvest Partners · Wells Financial Partners, LLC · Westchester Financial Advisors · Wharf Financial · Wheeler Associates · Wheeler Degraaf Financial · Wheeler Financial Services, Inc. · Wheeler Financial Solutions · Whetstone Financial, LLC · White Oak Financial Specialists Inc. · Whz Strategic Wealth Advisors · Wichert Financial Services · Wichman & Newell Financial Advisors · Widmann Financial Services · Wiegand Financial Group · Williams Financial Group · Williams Wealth Management · Winslow Wood & Associates, LLC · Wise Wealth · Wisehaven Financial · With Integrity Wealth Management · Wolf Tree Wealth Management · Wolk Financial Group · Worthpartners · Wyson Financial · Yocum & Company · Your Dedicated Fiduciary · Your Path Financial Solutions · Zajac Group · Zenith Wealth Management, LLC · Zuma Financial Advisors, LLC
Disclosures
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Advisors at this firm
William S
Verified by Warmer
CFP®, Series 66, Series 7
The Woodlands, TX
Commonwealth Financial Network
William Snodgrass III is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2024. He previously worked at LPL Financial LLC and Amegy Bank, among other firms. Snodgrass owns Matt25 Capital, LLC, which is not affiliated with Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers discretionary and nondiscretionary managed-account programs and access to third-party asset managers while providing trading, reporting, and custody services.
Bruce A
Verified by Warmer
CFA®, Series 7, Series 66
Omaha, NE
Commonwealth Financial Network
Bruce Aken Jr. is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds the Series 66 designation and has worked with firms including Securities America Advisors and Ameritas Investment Partners. He is also co-owner of Nelson Murphy Insurance & Investments, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services alongside operational, trading, technology, compliance, and practice-management support. The firm offers various investment program structures and manages discretionary model portfolios through its Investment Management and Research team.
David H
Verified by Warmer
CFP®, Series 66, Series 7
Birmingham, AL
Longbow Capital Partners, LLC
David Hayes is a CERTIFIED FINANCIAL PLANNER® professional dedicated to helping families and professionals build clarity and confidence in their financial lives. With a background that blends personal integrity, practical experience, and a passion for serving others, David provides clients with a comprehensive approach to wealth management, retirement planning, and financial decision-making. After graduating from the University of Alabama at Birmingham, where he also played baseball, David began his career in youth ministry and medical sales before finding his true calling in financial planning. Drawing on his diverse experiences, he is proficient at breaking down complex financial topics into clear, actionable strategies that empower clients to make well-informed choices. David works closely with clients to craft personalized plans that address every stage of life, from growing wealth to preserving it for future generations. His practice is built on long-term relationships, conservative and thoughtful planning, and a commitment to putting clients’ best interests first. Outside the office, David and his wife, Frances, are raising their three children—Lawson, Sally Beth, and John David. They enjoy serving in their church community, spending time with friends and family, and making the most of life’s simple joys, whether at a tailgate, on the beach, or in their neighborhood. Schedule a meeting with me here! https://calendly.com/davidhayescfp/30min?month=2026-06
Norman G
Series 65, Series 66
Overland Park, KS
Commonwealth Financial Network
Norman Grant is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones and founding Grant Capital, LLC, through which he operates his advisory and insurance business. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and investment adviser supporting a network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.
Patricia L
CFP®, Series 63
Norfolk, NE
Commonwealth Financial Network
Patricia Lammli is a CFP®-certified financial advisor with 14 years of industry experience. She is currently affiliated with Commonwealth Financial Network and CalmWater Financial Group, having previously worked at Boden Daniel Bierman and Northwestern Mutual Investment Management. Her career spans roles at multiple firms since 2011. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational and investment resources, alongside discretionary model portfolios managed by its Investment Management and Research team.
Scott H
Series 66
Doylestown, PA
Commonwealth Financial Network
Scott Hynson is a financial advisor with Commonwealth Financial Network in Doylestown, PA, holding a Series 66 designation and 24 years of industry experience. He worked at Axa Advisors, LLC from 2001 to 2020 before joining Commonwealth in 2020. Hynson is a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, investment management, and compliance support. The firm offers customizable investment solutions and operates as a platform provider supporting affiliated advisors under Commonwealth’s supervision.
Denis T
Series 63, Series 66
Austin, TX
Commonwealth Financial Network
Denis Toth is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Herbert J. Sims & Co. Inc., Northern Trust Bank, and JPMorgan Securities LLC. Outside of his advisory work, he is the creator of a YouTube channel focused on product reviews and life hacks. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services while providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.
Jacob U
Series 66
Onalaska, WI
Commonwealth Financial Network
Jacob Udermann is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Schmocker Financial Services and Commonwealth Financial Network, as well as experience outside finance in retail and hospitality. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support, with discretionary portfolio construction and proprietary model portfolios managed by its Investment Management and Research team.
Kristina D
Series 66
Jacksonville, FL
Commonwealth Financial Network
Kristina Danese is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding a Series 66 license and eight years of industry experience. She has been with Commonwealth Financial Network’s Total Business Planning division since 2014 and also works with Advantis Wealth Partners. Outside of her advisory role, she is involved as a gymnastics coach at the Jacksonville Academy of Gymnastics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.
Gregory H
Series 63, Series 65
Whitehall, PA
Commonwealth Financial Network
Gregory Herzog is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Wells Fargo Advisors LLC, and other financial firms. Herzog also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.
Rebecca K
CFP®, Series 63, Series 66
Maitland, FL
Commonwealth Financial Network
Rebecca Kauffman is a CFP® professional with 18 years of industry experience. She is currently affiliated with Commonwealth Financial Network and previously worked at Lincoln Financial Advisors Corp for 16 years. Outside of her advisory role, she is an owner of Sapphire Wealth Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.
Andrew H
CFP®, Series 63, Series 65
Overland Park, KS
Commonwealth Financial Network
Andrew Heffernon is a CFP® with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has held prior roles at Infinitas, Prime Capital Investment Advisors, Creative Planning, LLC, and Holmes Murphy & Associates. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a broad adviser-support platform, including managed-account programs and access to third-party asset managers, supporting a wide range of individual and institutional clients.
Christopher M
Series 66
Newton, MA
Commonwealth Financial Network
Christopher Mcintyre is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has 24 years of industry experience and has been associated with Green Harbor Financial and Commonwealth Financial Network since 2006. In addition to advisory services, he conducts fixed insurance sales through Green Harbor Financial Services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing a broad range of advisory programs, technology, and operational support. The firm offers various investment platforms and portfolio management solutions while allowing advisors discretion in constructing client portfolios.
Michael R
Series 63, Series 66
Reston, VA
Commonwealth Financial Network
Michael Romano is a financial advisor with Commonwealth Financial Network in Reston, VA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining Commonwealth and Forge Financial in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank NA for over a decade and had a brief tenure at Merrill. Outside of his advisory work, he owns MAR, LLC, an entity created for owning antique cars and real estate. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad platform of managed-account programs, third-party asset manager access, and custody services, facilitating portfolio solutions through both internally managed models and external subadvisers.
Jack B
CFP®, Series 66
Waynesville, NC
Commonwealth Financial Network
Jack Bishop III is a CFP® with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and the owner of Bishop Financial Group, LLC. He previously spent ten years at Edward Jones. Outside of his advisory work, he is co-owner of Bishop Endeavors, LLC, an entity connected to his financial services business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed account programs, third-party asset manager access, and custodial services.
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