Commonwealth Financial Network is a firm that provides financial advisor, investment management, consulting services, insurance agent or broker, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and New York (although they are present in other states as well).
Most Commonwealth Financial Network clients are outpatient health care practitioners and facilities, hospitals, and services for the elderly and people with disabilities with revenues ranging from $22 million to $138 million.
Previous legal names, trade names, or just variations of their name include: Commonwealth Financial Network and.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Cleveland Clinic | 501(c)(3) | Independence, OH | ||
| 2 | National Football League Players Association (NFLPA) | 501(c)(5) | Washington, DC | ||
| 3 | Jewish National Fund | 501(c)(3) | New York, NY | ||
| 4 | National Association of Community Health Centers (NACHC) | 501(c)(3) | Bethesda, MD | ||
| 5 | Advanced Medical Technology Association (AdvaMed) | 501(c)(6) | Washington, DC | ||
| 6 | Community Services for Autistic Adults (CSAAC) | 501(c)(3) | Montgomery Village, MD | ||
| 7 | Conservation Nation (FONZ) | 501(c)(3) | Washington, DC | ||
| 8 | American Petroleum Institute (API) | 501(c)(6) | Washington, DC | ||
| 9 | Community Teamwork | 501(c)(3) | Lowell, MA | ||
| 10 | Mystic Valley Elder Services (MVES) | 501(c)(3) | Malden, MA | ||
| ... | and 68 more Commonwealth Financial Network not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Commonwealth Financial Network in the nonprofit sector include Morningstar, Towers Watson, CBIZ Retirement Plan Services, RBC Capital Markets, Capfinancial Partners, LLC, JP Morgan Chase, Minnesota Life Insurance Company, Adp, Valic, and Raymond James and Associates.
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