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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor moves · SEC adviser records, updated daily

Advisors who joined and left Commonwealth Financial Network

Every SEC-registered advisor who joined Commonwealth Financial Network or left it for another firm since October 22, and where they came from or went.

0 joined and 1 left for another firm since October 22, a net change of -1; the most who left went to Kestra Advisory Services, LLC (1).

Every Commonwealth Financial Network advisor, by city and state →Commonwealth news and recruiting deals →Which firms are gaining and losing advisors →

Where advisors came from and went

Went to

Kestra Advisory Services, LLC 1

Joined Commonwealth Financial Network (0)

No advisors joined since October 22.

Left Commonwealth Financial Network for another firm (1)

AdvisorWent toOfficeSeen
Nathan R. WaltersKestra Advisory Services, LLCPoulsbo, WAOct 22

Questions

How many advisors has Commonwealth Financial Network added recently?

0 SEC-registered advisors joined Commonwealth Financial Network and 1 left it for another firm since October 22, a net change of -1, according to the SEC's daily Investment Adviser Public Disclosure file.

Where are Commonwealth Financial Network advisors going?

Of the advisors who left Commonwealth Financial Network for another firm since October 22, the most joined Kestra Advisory Services, LLC (1).

Where does this data come from?

The SEC publishes every registered investment adviser representative and their firms each day. Financial ADVSR compares each day's file with the one before: an advisor who gains a firm counts as joining it, one who loses it as leaving. A departure counts only when the advisor shows up at another firm within 45 days; advisors who simply drop out of the file (retirements, broker-only roles, gaps in a day's file) aren't counted.

Source: the SEC's Investment Adviser Public Disclosure daily file, compared day by day since 2026-10-22. Investment adviser representatives only; broker-only moves (FINRA BrokerCheck) aren't included. Reported team moves and deals are in Advisor Moves.