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 child and youth services with revenues ranging from $20 million to $119 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 | Four Oaks | 501(c)(3) | Cedar Rapids, IA | ||
| 5 | Conservation Nation (FONZ) | 501(c)(3) | Washington, DC | ||
| 6 | United Methodist Homes of New Jersey | 501(c)(3) | Neptune, NJ | ||
| 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 | Child Crisis Arizona | 501(c)(3) | Mesa, AZ | ||
| ... | 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 Conduent HR Consulting, LLC, Prudential Insurance Company, Capfinancial Partners, Lincoln Financial Advisors, MML Investors Services, Milliman, Aetna Inc, LPL Financial Corporation, One Digital, and Gallagher Benefit Services.
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