Assets Under Management
$209.7B
Number of Clients
399,450
Number of Advisors
3151
Average Client AUM
$525K
AUM per Advisor
$66.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Commonwealth offers a suite of investment advisory services and programs to advisors for use with their clients, including PPS programs, wealth management and retirement consulting, and third-party asset manager programs. Commonwealth acts as a "back office" to its advisors.
29 Sawyer Road, Waltham, MA, 02453-3483