The New Hampshire-based group of 12 advisors and 24 employees moves to Raymond James ahead of an end-of-year client ...

Commonwealth Financial Network operates as an independent broker/dealer serving financial advisors throughout the US. The Waltham-based firm provides affiliation models, marketing support, and ...

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers. After rumors of the ...

SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of ...

It’s the latest team to jump from Commonwealth after the independent broker-dealer was acquired by LPL Financial.

Cetera welcomes Rick Bergstrom, a former Commonwealth Financial Network advisor, and his Tallahassee, Florida-based practice, 7G Wealth Management, to its Summit Financial Networks1 community.

The two former competitors for decades have fought over teams of financial advisors looking for a new place to work, with Commonwealth, a boutique, pitching its technology and service, and LPL, a ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has initiated a new partnership ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network ®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announced record-breaking ...

Peoples & Co. Private Wealth Stewardship, a financial services firm based in Allentown, Pa., that previously was with Morgan Stanley, has joined the Commonwealth Financial Network, a national RIA ...

Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assets Commonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. Power Founder of Commonwealth to ...