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 and New York (although they are present in other states as well).
Most Commonwealth Financial Network clients are outpatient health care practitioners and facilities, services for the elderly and people with disabilities, and residential intellectual and developmental disability facilities with revenues ranging from $19 million to $142 million.
Previous legal names, trade names, or just variations of their name include: Commonwealth Financial Network and.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Combined Jewish Philanthropies of Greater Boston | 501(c)(3) | Boston, MA | ||
| 2 | Jewish National Fund | 501(c)(3) | New York, NY | ||
| 3 | National Football League Players Association (NFLPA) | 501(c)(5) | Washington, DC | ||
| 4 | Advanced Medical Technology Association (AdvaMed) | 501(c)(6) | Washington, DC | ||
| 5 | American Society for Radiation Oncology (ASTRO) | 501(c)(6) | Arlington, VA | ||
| 6 | Conference of State Bank Supervisors (CSBS) | 501(c)(3) | Washington, DC | ||
| 7 | Community Services for Autistic Adults (CSAAC) | 501(c)(3) | Montgomery Village, MD | ||
| 8 | Conservation Nation (FONZ) | 501(c)(3) | Washington, DC | ||
| 9 | American Petroleum Institute (API) | 501(c)(6) | Washington, DC | ||
| 10 | Community Teamwork | 501(c)(3) | Lowell, MA | ||
| ... | 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 Aon Hewitt, RBC Wealth Management, Newport Group, Inc., Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Ascensus, Ubs Financial Services Inc, Raymond James and Associates, Global Retirement Partners LLC, and Aon Consulting Inc.
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