Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Commonwealth Financial Network financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Massachusetts, by city and A to Z.

471 registered advisors work at Commonwealth Financial Network in Massachusetts, out of 2,527 nationwide; it's the firm's number 1 state by advisors, and the most are in Waltham (130). 103 list the CFP designation and 402 are also registered broker representatives.

Commonwealth Financial Network advisors by city in Massachusetts

Every firm in Massachusetts →

Waltham 130Needham 25Worcester 21Danvers 19Boston 13Westborough 13Burlington 12Braintree 10Newburyport 9Newton 8Canton 7Norwell 7Auburn 6Plymouth 6Southborough 6Wilmington 6Andover 5Gloucester 5Hyannis 5Lynnfield 5Salem 5Wakefield 5Dedham 4Northampton 4Wellesley 4Beverly 3Framingham 3Hadley 3Marblehead 3Marlborough 3Medway 3Nantucket 3Orleans 3Pittsfield 3West Springfield 3Westford 3Arlington 2Belmont 2Cohasset 2E. Longmeadow 2Florence 2Hingham 2Hudson 2Lee 2Mashpee 2Maynard 2Medfield 2Natick 2Northborough 2Plainville 2Reading 2Stoneham 2Watertown 2Westport 2Whitinsville 2Wilbraham 2Abington 1Acton 1Agawam 1Amherst 1Bolton 1Boxford 1Brighton 1Brookfield 1Cambridge 1Chelmsford 1Chestnut Hill 1Concord 1Dennis Port 1Duxbury 1East Longmeadow 1Falmouth 1Foxboro 1Georgetown 1Grafton 1Hanover 1Harwich Port 1Holden 1Hopedale 1Jamacia Plain 1Leominster 1Lexington 1Mattapan 1Medford 1Millis 1Milton 1Needham Heights 1New Marlborough 1North Falmouth 1North Reading 1Northfield 1Paxton 1Pepperell 1Raynham 1Rehoboth 1Sandwich 1Somerville 1South Easton 1South Grafton 1Springfield 1Sturbridge 1Sudbury 1Swampscott 1Tewksbury 1Vineyard Haven 1Walpole 1Ware 1Wayland 1West Boylston 1West Newbury 1Williamstown 1Winchester 1Woburn 1Wrentham 1

Commonwealth Financial Network advisors in Massachusetts, A to Z

Search by name →

Commonwealth Financial Network advisors in every state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Advisor Moves: who changed firms this week →

Commonwealth Financial Network in other states

New York 232California 217Pennsylvania 175Connecticut 169Ohio 86Texas 86Florida 82North Carolina 80Virginia 80Washington 60Wisconsin 57Michigan 54Maryland 48Minnesota 47Illinois 38New Jersey 38Arizona 37Maine 37Kansas 35Nebraska 34Iowa 31Georgia 30Colorado 27Rhode Island 27Indiana 26Oregon 25New Hampshire 23Utah 22South Carolina 21Missouri 20Tennessee 17Alabama 12Vermont 12Idaho 10Delaware 7Hawaii 7New Mexico 7North Dakota 5District of Columbia 4Kentucky 4Louisiana 4Mississippi 3Montana 3South Dakota 3

Questions

How many Commonwealth Financial Network financial advisors are in Massachusetts?

471 investment adviser representatives are registered at Commonwealth Financial Network offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 2,527 at the firm nationwide. 103 list the CFP designation and 402 are also registered as broker representatives.

Where in Massachusetts does Commonwealth Financial Network have the most advisors?

Waltham, with 130, then Needham (25). Commonwealth Financial Network has advisors in 114 cities in Massachusetts.

How do I check a Commonwealth Financial Network advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Commonwealth Financial Network office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.