Saturday, October 24, 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 Westborough, MA

Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Westborough, A to Z.

The short answer

13 registered advisors work at Commonwealth Financial Network in Westborough, out of 2,527 at the firm nationwide; it ranks number 5 in the city by advisors. 3 list the CFP designation and 11 are also registered broker representatives.

Commonwealth Financial Network advisors in Westborough, A to Z

Every Commonwealth Financial Network advisor →

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

Commonwealth Financial Network advisors in other cities

Waltham, MA 130San Diego, CA 62Glastonbury, CT 49Overland Park, KS 29Needham, MA 25New York, NY 22Worcester, MA 21Danvers, MA 19Rochester, NY 19Shelton, CT 17Dallas, TX 16Pittsford, NY 16Wilmington, NC 16Roanoke, VA 15Phoenix, AZ 14

Other firms in Westborough

All Westborough advisors →

Grimes & Company 25Morgan Stanley 21Cetera Investment Advisers LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Ameriprise Financial Services, LLC 10World Investment Advisors, LLC 10Finivi Inc. 7Aaf Wealth Management, LLC 6Cadence Wealth Management LLC 6Eagle Strategies LLC 6LPL Financial LLC 6Cwm, LLC 3

Questions

How many financial advisors does Commonwealth Financial Network have in Westborough?

13 investment adviser representatives are registered at Commonwealth Financial Network offices in Westborough, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 2,527 nationwide. 3 list the CFP designation and 11 are also registered as broker representatives.

Is Commonwealth Financial Network one of the largest advisor employers in Westborough?

Commonwealth Financial Network ranks number 5 in Westborough by registered advisors; Grimes & Company has the most, with 25.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.