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COMMONWEALTH FINANCIAL NETWORK

77 known aliases resolved via the canonical alias map

Market position · 2024

Plans served540-11 YoYRank #56 of mapped providers
Assets under administration$52.2B0.1%Market share · rank #300
Fees received$19MMedian $28,812/planSum across Schedule C direct + indirect
Net wins YoY-698 won · 104 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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