Cause IQ vendor profile

Commonwealth Financial Network

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.

Primary location:
Waltham, MA
All locations:
Identified clients:
Avg client size:
$68 mil revenue
Median client size:
$34 mil revenue

Commonwealth Financial Network client list

1Combined Jewish Philanthropies of Greater Boston501(c)(3)Boston, MA
2Jewish National Fund501(c)(3)New York, NY
3National Football League Players Association (NFLPA)501(c)(5)Washington, DC
4Advanced Medical Technology Association (AdvaMed)501(c)(6)Washington, DC
5American Society for Radiation Oncology (ASTRO)501(c)(6)Arlington, VA
6Conference of State Bank Supervisors (CSBS)501(c)(3)Washington, DC
7Community Services for Autistic Adults (CSAAC)501(c)(3)Montgomery Village, MD
8Conservation Nation (FONZ)501(c)(3)Washington, DC
9American Petroleum Institute (API)501(c)(6)Washington, DC
10Community Teamwork501(c)(3)Lowell, MA
...and 61 more Commonwealth Financial Network not-for-profit tax-exempt clients identified by Cause IQ

Commonwealth Financial Network competitors

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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