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, child and youth services, and services for the elderly and people with disabilities with revenues ranging from $19 million to $120 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 (CSAAC) | 501(c)(3) | Montgomery Village, MD | ||
| 4 | Conservation Nation (FONZ) | 501(c)(3) | Washington, DC | ||
| 5 | Mystic Valley Elder Services (MVES) | 501(c)(3) | Malden, MA | ||
| 6 | Somerville-Cambridge Elder Services Incorporated (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 64 more Commonwealth Financial Network not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Commonwealth Financial Network in the nonprofit sector include Adp, RBC Capital Markets, Morningstar, Captrust, CBIZ Retirement Plan Services, Towers Watson, NFP Retirement Inc., JP Morgan Chase, Minnesota Life Insurance Company, and Capfinancial Partners, LLC.
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