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Commonwealth Financial Network competitors & alternatives
The 12 closest competitors and alternatives to Commonwealth Financial Network among financial services companies — ranked by similarity to what Commonwealth Financial Network actually does, not by market-cap band.
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About Commonwealth Financial Network
Commonwealth Financial Network is an independent broker-dealer and registered investment adviser that provides back-office support, technology, and business solutions to independent financial advisors.
Commonwealth Financial Network at a glance
Commonwealth Financial Network is a financial services company headquartered in United States. Xcout tracks 12 named people at Commonwealth Financial Network, including Wayne Bloom (Chief Executive Officer, Commonwealth Financial Network, and Managing Director, LPL Financial).
Commonwealth Financial Network leadership
- Wayne BloomChief Executive Officer, Commonwealth Financial Network, and Managing Director, LPL Financial
- Trap KlomanPresident and Chief Operating Officer
- Jon CleasbySVP, Chief Financial Officer
- Mary CreaghVice President, Chief People Officer
- Rory BarrattSVP, Chief Strategy and Product Officer
- Jessica FougereEVP, Community
6 more named people on record for Commonwealth Financial Network, with roles, board committees and tenure — see the full roster →
Top 12 Commonwealth Financial Network competitors
Ranked by semantic similarity — how close each company is to Commonwealth Financial Network by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
Dynasty Financial Partners provides technology, investment-management, and operational support to independent wealth-management firms and registered investment advisors (RIAs). Its platform helps advisors launch, manage, and scale independent practices while serving high-net-worth and affluent clients.
Similar financial services company
Kestra Financial Holdings GP LLC operates as an independent broker-dealer and registered investment advisor (RIA) platform. It provides practice enrichment, service, and technology solutions to support financial professionals and wealth management practices.
Similar financial services company
Centaurus Financial, Inc. is a national independent broker/dealer that offers securities, investment advisory services, and insurance products to clients nationwide. The company provides wealth management, retirement plans, insurance plans, and alternative investments through a network of independent financial advisers.
Similar financial services company
Victory Financial Group operates an advisor-owned Registered Investment Advisor (RIA) platform that supports independent financial advisors with practice management, compliance, technology, and wealth management infrastructure. The company serves independent financial advisors by helping them build practices, as well as individual clients seeking financial planning, investment management, and insurance solutions.
Similar financial services company
Wells Fargo Advisors provides financial advisory, investment management, retirement planning, and wealth management services to individuals and institutions.
Similar financial services company
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.
Similar financial services company
Lifespan Investments operates an Australian financial services network that provides Australian Financial Services Licensee (AFSL) services, business support, and compliance solutions to independent financial advisers. Additionally, its network of advisers offers personal clients wealth creation, superannuation, insurance, retirement, and investment management services.
Similar financial services company
Hightower Advisors operates as a wealth management platform and registered investment advisor that partners with independent financial advisory practices. The company provides growth-oriented advisors with operational scale, resources, and investment solutions to help them serve their clients. Additionally, it connects individual investors with fiduciary financial advisors.
Similar financial services company
National Bank Independent Network provides custody, trade execution, and brokerage solutions to independent wealth managers in Canada.
Similar financial services company
DPL Financial Partners, LLC is a U.S. insurance platform and distribution network that helps fee-only financial advisors access commission-free insurance and annuity products. It serves registered investment advisors and other fiduciary wealth professionals, connecting them with insurance carriers and providing related product and support services.
Similar financial services company
Edward Jones is a financial services firm that provides investment advice, retirement planning, and wealth management services to individual investors.
Similar financial services company
Cambridge Financial Group, Inc. is a fiduciary financial planning firm that provides comprehensive, life-centered wealth planning services. The company serves individual clients by offering tailored advice on investments, tax strategy, debt reduction, cash flow management, and stock option planning.
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