Fast Facts*

Below are some key facts about Commonwealth. For a more complete story, go to History.




50 states

Producing Advisors

Approximately 1,600

Commonwealth Staff

Approximately 704

Office Locations

Waltham, MA
San Diego, CA


100% owned and controlled by the 11 managing principals of the firm


$950 million in 2014

Total Account Assets

Approximately $100 billion as of 2/28/2015

Minimum Production Requirement

$200,000 in gross concessions


National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company

Industry Recognition

Highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor in April 2014.

Commonwealth has been recognized 30 times as one of the Best Places to Work by the Boston Globe, Boston Business Journal, San Diego Business Journal, U-T (Union-Tribune) San Diego, and Computerworld. This includes #1 Best Place to Work designations in the midsize category from both the Boston Business Journal and the San Diego Business Journal (2005, 2009, 2013), #1 Top Workplace designation in the small-size category from the U-T (Union-Tribune) San Diego, as well as the Boston Globe (2008).

*As of 2/28/2015