COMMONWEALTH FINANCIAL NETWORK

• ·COMMONWEALTH FINANCIAL NETWORK is a other based in WALTHAM, MA with 1 tracked portfolio company.
• ·Notable positions include Schneider Wealth Strategies.
• ·COMMONWEALTH FINANCIAL NETWORK reports $399.8M in regulatory assets under management, per its SEC Form ADV (2026-03).

Regulatory AUM

$399.8M

Private fund assets

—

Private funds

—

Staff

4200

Registered office

WALTHAM, MA

SEC status

Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as COMMONWEALTH EQUITY SERVICES, LLC).

What companies does COMMONWEALTH FINANCIAL NETWORK invest in?

COMMONWEALTH FINANCIAL NETWORK has 1 recorded portfolio companies, including Schneider Wealth Strategies.

What is COMMONWEALTH FINANCIAL NETWORK's AUM?

COMMONWEALTH FINANCIAL NETWORK manages approximately $399.8M in assets.