Commonwealth Financial Network is a firm that provides financial advisor, investment management, consulting services, insurance agent or broker, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, New York, and Pennsylvania (although they are present in other states as well).
Most Commonwealth Financial Network clients are outpatient health care practitioners and facilities, hospitals, and services for the elderly and people with disabilities with revenues ranging from $19 million to $123 million.
Previous legal names, trade names, or just variations of their name include: Commonwealth Financial Network and.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 2 | Jewish National Fund | 501(c)(3) | New York, NY | ||
| 3 | National Football League Players Association (NFLPA) | 501(c)(5) | Washington, DC | ||
| 4 | Community Services for Autistic Adults (CSAAC) | 501(c)(3) | Montgomery Village, MD | ||
| 5 | Conservation Nation (FONZ) | 501(c)(3) | Washington, DC | ||
| 6 | Somerville-Cambridge Elder Services (SCES) | 501(c)(3) | Somerville, MA | ||
| 7 | Monroe Plan for Medical Care | 501(c)(6) | Pittsford, NY | ||
| 8 | Emory University | 501(c)(3) | Atlanta, GA | ||
| 9 | COPA Health | 501(c)(3) | Mesa, AZ | ||
| 10 | United Methodist Homes of New Jersey | 501(c)(3) | Neptune, NJ | ||
| ... | and 65 more Commonwealth Financial Network not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Commonwealth Financial Network in the nonprofit sector include Towers Watson, Captrust, CBIZ Retirement Plan Services, Morningstar, Capfinancial Partners, LLC, JP Morgan Chase, Minnesota Life Insurance Company, NFP Retirement Inc., RBC Capital Markets, and Adp.
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