Commonwealth Financial Network Revenue, Growth & Competitor Profile

DBA COMMONWEALTH EQUITY SERVICES, LLP
DBA COMMONWEALTH EQUITY SERVICES, LLC

Company Profile & Annual Report for Commonwealth Financial Network

Access the complete profile.

Commonwealth Financial Network Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	29 Sawyer Road Waltham, MA 02453

Note: Revenues for privately held companies are statistical evaluations.


Commonwealth Financial Network's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Commonwealth Financial Network's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Commonwealth Financial Network is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Commonwealth Financial Network Annual Revenue and Growth Rate

Commonwealth Financial Network	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Over $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Commonwealth Financial Network's revenues are gauged from an analysis of company filings.

Commonwealth Financial Network's Income Statement (based on Industry Averages)

Commonwealth Financial Network P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Commonwealth Financial Network is developing and marketing. Commonwealth Financial Network doesn't have any recent trademark applications, indicating Commonwealth Financial Network is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
PPS CUSTOM Investment brokerage and insurance brokerage services; providing investment, financial and insurance management advice; and financial planning and financial consulting services; Financial services; portfolio analysis services; portfolio management services; financial advisory services; investment advisory services; securities advisory services, and opening, managing, servicing, and trading investment accounts for investors via a nationwide network of licensed securities sales representatives and financial advisors	10/20/2023
PPS DIRECT Investment brokerage and insurance brokerage services; providing investment, financial and insurance management advice; and financial planning and financial consulting services; Financial services; portfolio analysis services; portfolio management services; financial advisory services; investment advisory services; securities advisory services, and opening, managing, servicing, and trading investment accounts for investors via a nationwide network of licensed securities sales representatives and financial advisors	10/20/2023
PPS Investment brokerage and insurance brokerage services; providing investment, financial and insurance management advice; and financial planning and financial consulting services; Financial services; portfolio analysis services; portfolio management services; financial advisory services; investment advisory services; securities advisory services, and opening, managing, servicing, and trading investment accounts for investors via a nationwide network of licensed securities sales representatives and financial advisors	10/19/2023

See all trademarks and details in the Full Report.

Market Share of Commonwealth Financial Network's Largest Competitors

A competitive analysis shows these companies are in the same general field as Commonwealth Financial Network, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Commonwealth Financial Network. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
COMMONWEALTH FINANCIAL NETWORK	Waltham, MA	100
BOSTON WEALTH STRATEGIES	Needham, MA	2
SFP WEALTH	Wellesley, MA	1
OLD IRONSIDES BRAZOS III-B	Waltham, MA	1
WEALTH IMPACT PARTNERS	Needham, MA	1
SHIELDS	Waltham, MA	1

Future Competition: Commonwealth Financial Network's Fastest Growing Competitors

These companies are in the same general field as Commonwealth Financial Network and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)