Fast Facts

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

Founded

1979

Registration

50 states

Producing Advisors

1,710*

Commonwealth Staff

Approximately 810

Office Locations

Waltham, MA
San Diego, CA

Ownerships

100% owned and controlled by the 10 managing principals of the firm

Revenues

$1.070 billion in 2016

Total Account Assets

Approximately $114.4 billion*

Minimum Production Requirement

$200,000 in gross concessions

Clearing

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

Industry Recognition

Highest average payout per advisor among independent broker/dealers, as reported by Financial Planning in June 2017.

Highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor in April 2017.

Commonwealth has been recognized 36 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).

Questions?

Try the FAQs

*As of 12/31/2016