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, Pennsylvania, and New York (although they are present in other states as well).
Most Commonwealth Financial Network clients are outpatient health care practitioners and facilities, hospitals, and child and youth services with revenues ranging from $21 million to $130 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 | Community Services for Autistic Adults and Children (CSAAC) | 501(c)(3) | Montgomery Village, MD | ||
| 4 | Four Oaks | 501(c)(3) | Cedar Rapids, IA | ||
| 5 | Conservation Nation (FONZ) | 501(c)(3) | Washington, DC | ||
| 6 | Community Teamwork | 501(c)(3) | Lowell, 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 61 more Commonwealth Financial Network not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Commonwealth Financial Network in the nonprofit sector include RBC Wealth Management, CBIZ, Empower Annuity Insurance Company, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Alliant Insurance Services, Inc., Newport Group, Inc., Aon Hewitt, Ascensus, and Ubs Financial Services Inc.
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