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 and hospitals with revenues ranging from $21 million to $127 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 | Community Teamwork | 501(c)(3) | Lowell, MA | ||
| 7 | United Methodist Homes of New Jersey | 501(c)(3) | Neptune, NJ | ||
| 8 | Monroe Plan For Medical Care | 501(c)(6) | Pittsford, NY | ||
| 9 | Emory University | 501(c)(3) | Atlanta, GA | ||
| 10 | COPA Health | 501(c)(3) | Mesa, AZ | ||
| ... | and 63 more Commonwealth Financial Network not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Commonwealth Financial Network in the nonprofit sector include Captrust, Towers Watson, Minnesota Life Insurance Company, RBC Capital Markets, Adp, CBIZ Retirement Plan Services, JP Morgan Chase, NFP Retirement Inc., Capfinancial Partners, LLC, and Morningstar.
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