Broker-dealer Data Center
Commonwealth Financial Network
29 Sawyer Road
Waltham, MA 02453
Year founded: 1979
Year end: Dec. 31
No. of retail offices: 1,209
All 2014-2011 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
Recruitment & Staffing
|No. of reps||1,965||1,846||1,800|
|No. of producing reps||1,592||1,487||1,445|
|No. of reps producing $100K-$499K /year||895||881||917|
|Total revenues: Other||$116,714,329||$97,639,127||$85,098,219|
|Total account assets||$96,786,000,000||$85,992,000,000||$72,546,000,000|
|Total account assets: Other||$48,361,000,000||$45,195,000,000||$39,146,000,000|
|Average assets per rep||$49,254,962||$46,582,882||$40,303,333|
|Excess net capital||$15,218,839||$13,318,209||$12,669,197|
|Total operating expenses||—||—||—|
|Number of active client accounts||845,300||773,400||749,300|
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||Facebook|
|Dedicated mobile application for advisers?||Y|
|Primary purpose of mobile application||Mobile Check Deposit Trading Portfolio/Performance Workflow/Alerts Business Analytics Compensation|
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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