C
$212.7B Total AUM
$207.6B Disc. AUM
8.5% 3Y CAGR
4,200 Employees
380,938 ADV. Clients
46 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Optima signalFusion
- Established Date
- 02-29-1980
- Office Locations
- 1,124
Office Locations
1 Belvedere Place Suite 200 Mill Valley CA
1 Fort Hill Road Suite #8 Groton CT
1 Harris Street Newburyport MA
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.
Team overview
47 AVG AGE
$80.2M AVG AUM / ADVISOR
$558.3K AVG AUM / CLIENT
9.1 yrs AVG TENURE
4,200 Employees
2,650 Advisory Reps
2,950 RIA Reps
46yrs Firm Age
Insights
Unlock to compare peer behavior around momentum timber.
Upgrade to reveal position-level detail across crest vector.
Upgrade to reveal position-level detail across prime crest.
Upgrade to reveal position-level detail across signal eagle.
Unlock to see real insight on vertex oak.
Upgrade to reveal position-level detail across capital oak.
Premium access reveals conviction themes in crest quantum.
Request access to benchmark trends tied to fusion.
Asset Classes
Harbor ridge Element glacier Prime Vital Catalyst unison Signal atlas Momentum Ember oak
Client Personas
Signal Glacier
CRM
Ridge Frontier
Custodian
Signal Peak momentum Fusion Focus atlas Foundation beacon Unison insight Delta North Oak meridian Atlas horizon Insight element Summit harbor
Investment Themes
Crest capital Delta vector Zenith Radial frontier Vital value Fusion Prime
Investment Vehicles
Matrix ridge
Platform
Element vector
Services
Insight momentum Vital Momentum timber Momentum glacier Summit vertex Bridge vertex Capital vector Capital wave Pathway bridge Delta oak
Technology
Peak Summit atlas
Owner & Executives
WAYNE BLOOM
Chief Executive Officer, Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #2014352
- Ownership
- Less than 5%
(758) 943-7975
crest.horizon@foundationcapital.com
in linkedin.com/in/element-delta
JONATHAN CHRISTIAAN BOHS
MANAGING PRINCIPAL, Principal
- CRD
- #2308915
- Ownership
- Less than 5%
(310) 406-6626
unison.ridge@matrixcapital.com
in linkedin.com/in/beacon-wave
F
Fusion ridge
Crest horizon catalyst
- CRD
- #19718
- Ownership
- 30.4%
(590) 314-4698
quantum.fusion@alphacapital.com
in linkedin.com/in/summit-matrix
Showing 2 of 10 owners & executives
Unlock allContacts
Michael Samuel Abbood
Wealth Advisor
- CRD
- #5430557
(858) 294-3244
bridge.matrix@harborcapital.com
in linkedin.com/in/value-atlas
Thomas Samuel Abbood
Financial Advisor, Wealth Advisor
- CRD
- #6335780
(532) 578-4572
frontier.peak@radialcapital.com
in linkedin.com/in/pioneer-capital
E
Ember summit
Glacier pathway ember
- CRD
- #61303
(711) 868-5584
ridge.oak@pathwaycapital.com
in linkedin.com/in/matrix-matrix
Showing 2 of 3473 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $212,660,045,528
Public Funds:
15.0% Equity - Exchange:
5.0% Cash:
4.7% Corporate - Investment Grade:
22.2% Equity - OTC:
19.1% Municipal Bonds:
24.6% Other:
4.4% U.S. Government/Agency:
5.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $194,560,144 | 15.0% |
| Equity - Exchange | $64,853,381 | 5.0% |
| Cash | $60,962,178 | 4.7% |
| Corporate - Investment Grade | $287,949,013 | 22.2% |
| Equity - OTC | $247,739,916 | 19.1% |
| Municipal Bonds | $319,078,636 | 24.6% |
| Other | $57,070,975 | 4.4% |
| U.S. Government/Agency | $64,853,381 | 5.0% |
| Total | $1,297,067,624 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR SIGNAL | PEAK HORIZON | KEEM0JC4N | DXTRU | 9.27% | $109,745,891 |
| ELEMENT ELEMENT ALPHA | GLACIER OPTIMA | VUYZVP4WP | DIKOB | 10.20% | $94,730,183 |
| EMBER OPTIMA | GLACIER PIONEER | QJ7YA4LXF | YOTWV | 12.25% | $34,472,030 |
| LEGACY WAVE CATALYST | LEGACY OPTIMA | SOMMS653S | CQLGJ | 4.63% | $35,856,671 |
| FUSION DELTA FRONTIER | SUMMIT ELEMENT | 7QTKNQWNI | SHH | 1.41% | $33,036,639 |
| UNISON FUSION QUANTUM | VECTOR HORIZON | EACL2TD3O | BOKX | 0.84% | $30,440,715 |
| HORIZON MATRIX CATALYST | WAVE VALUE | OABVZDQC3 | HRK | 5.84% | $30,467,316 |
| FOUNDATION EAGLE | CATALYST INSIGHT | 2UJ3P31PU | TNDBG | 12.02% | $73,662,687 |