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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-29-1980
- Office Locations
- 1,095
Office Locations
About Commonwealth Financial Network
Commonwealth Financial Network supports financial advisors and wealth managers with integrated consulting, operations, and compliance to grow, go independent, or transition to fee-only—either as their own RIA or through a corporate RIA. The firm also provides portfolio construction support and market outlook research to inform client conversations, with Fidelity/NFS as a key custody option.
Reported data analysis
What the numbers show
Between November 20, 2025 and May 19, 2026, reported AUM increased 1.4%, from $209.7B to $212.7B.
Across 5 reported observations, AUM increased 31.4% between November 29, 2022 and May 19, 2026, from $161.9B to $212.7B.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 2,650 advisory representatives and 380,938 clients, or 143.8 clients per representative. That equates to $558.3K in reported AUM per client.
The profile lists 1,095 reported office locations and 46 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Commonwealth Financial Network's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Commonwealth Financial Network record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WAYNE BLOOM
Chief Executive Officer, Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #2014352
- Ownership
- Less than 5%
JONATHAN CHRISTIAAN BOHS
MANAGING PRINCIPAL, Principal
- CRD
- #2308915
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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FRANK BELCHER ABEL IV
Wealth Advisor
- CRD
- #4288358
Kyle Abele
--
- CRD
- #6749925
Showing 2 of 3391 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,634,735,496 | $346,970 |
| Non-Discretionary | $5,025,310,032 | $299,268 |
| Total | $212,660,045,528 | $345,668 |
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Separately Managed Accounts
SMA allocation detail is available
Commonwealth Financial Network has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Commonwealth Financial Network's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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