Solana Beach, CA Office

Team
Updated today
Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Firm-wide stats for Commonwealth Financial Network

Total advisors

2,692

Across 1,183 offices

Clients per advisor

132 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

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.

Based on Commonwealth Financial Network

Expertise

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Based on Commonwealth Financial Network

Occupation focus

Founder/Business Owner Executive Retired

Based on Commonwealth Financial Network

Location

440 Stevens Avenue, Suite 350

Solana Beach CA 92075

Advisors at this office

4

Advisors at this office

user avatar

Zachary B

Series 66

Solana Beach, CA

Commonwealth Financial Network

Zachary Brown 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 Mammini Company and Comprehensive Advisor LLC, as well as positions in healthcare and education sectors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Michael M

CFP®, Series 63

Solana Beach, CA

Commonwealth Financial Network

Michael Mammini is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Lincoln Investment and Capital Analysts, Incorporated. Outside of advisory work, he is the owner and president of Mammini Properties, LLC. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients with a range of advisory programs, technology, and operational support. The firm offers various investment management solutions, including discretionary model portfolios and customizable program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Christopher L

Series 63, Series 65

Solana Beach, CA

Commonwealth Financial Network

Christopher Landwair is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 25 years of industry experience. He previously worked at Lincoln Investment for 11 years and has been involved with Mammini Company and Capital Analysts Inc for extended periods. Landwair also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors through operations, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Mitchell M

CFA®, Series 63, Series 66

Solana Beach, CA

Commonwealth Financial Network

Mitchell Mammini is a CFA® charterholder associated with Commonwealth Financial Network, with seven years of industry experience. His prior roles include positions at Alliance Bernstein, Lincoln Investment, and Merrill Lynch. He is also involved with the Mammini Company. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
View complete list of advisors at this office
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