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 Matthews, NC

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

3 registered advisors work at Commonwealth Financial Network in Matthews, out of 2,715 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Commonwealth Financial Network advisors in Matthews, 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 160San Diego, CA 67Glastonbury, CT 51Overland Park, KS 28Rochester, NY 27Needham, MA 24Worcester, MA 23Dallas, TX 19Danvers, MA 17Shelton, CT 17Wilmington, NC 17New York, NY 16Pittsford, NY 16Roanoke, VA 16Burlington, MA 15

Other firms in Matthews

All Matthews advisors →

Family Wealth Partners, LLC 6Independent Advisor Alliance, LLC 5Sapere Wealth Management, LLC 5Cambridge Investment Research Advisors, Inc. 4Eagle Strategies LLC 4Edward Jones 4Tassel Capital Management, Inc. 4Nexus Capital Inc. 3

Questions

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

3 investment adviser representatives are registered at Commonwealth Financial Network offices in Matthews, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 2,715 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

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

Commonwealth Financial Network ranks number 8 in Matthews by registered advisors; Family Wealth Partners, LLC has the most, with 6.

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

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.