COMMONWEALTH EQUITY SERVICES, LLC
Legal name: COMMONWEALTH FINANCIAL NETWORK
CRD #8032 SEC #801-41541 WALTHAM, MA 781-736-0700
SEC Registered Broker-Dealer
Total AUM
$209.7B
Discretionary
$203.3B
Employees
4,850
Clients
--
Accounts
671,650
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $209.7B | $203.3B | $6.5B | 4,850 | 24,250 |
| Sep 2025 | $209.7B | $203.3B | $6.5B | 4,850 | 24,250 |
| Aug 2025 | $209.7B | $203.3B | $6.5B | 4,850 | 24,250 |
| Apr 2025 | $209.7B | $203.3B | $6.5B | 4,850 | 24,250 |
| Mar 2025 | $209.7B | $203.3B | $6.5B | 4,850 | 24,250 |
| Jan 2025 | $177B | $171.3B | $5.7B | 4,500 | 19,600 |
| Dec 2024 | $177B | $171.3B | $5.7B | 4,500 | 19,600 |
| Oct 2024 | $177B | $171.3B | $5.7B | 4,500 | 19,600 |
| Sep 2024 | $177B | $171.3B | $5.7B | 4,500 | 19,600 |
| Jul 2024 | $177B | $171.3B | $5.7B | 4,500 | 19,600 |
| May 2024 | $177B | $171.3B | $5.7B | 4,500 | 19,600 |
| Apr 2024 | $177B | $171.3B | $5.7B | 4,500 | 19,600 |
| Apr 2024 | $177B | $171.3B | $5.7B | 4,500 | 19,600 |
| Mar 2024 | $177B | $171.3B | $5.7B | 4,500 | 19,600 |
| Sep 2023 | $146.4B | $141.7B | $4.7B | 4,300 | 19,700 |
| Apr 2023 | $146.4B | $141.7B | $4.7B | 4,300 | 19,700 |
| Apr 2023 | $146.4B | $141.7B | $4.7B | 4,300 | 19,700 |
| Mar 2023 | $146.4B | $141.7B | $4.7B | 4,300 | 19,700 |
| Jan 2023 | $161.9B | $157.3B | $4.5B | 4,000 | 18,700 |
| Nov 2022 | $161.9B | $157.3B | $4.5B | 4,000 | 18,700 |
| Sep 2022 | $161.9B | $157.3B | $4.5B | 4,000 | 18,700 |
| Aug 2022 | $161.9B | $157.3B | $4.5B | 4,000 | 18,700 |
| Apr 2022 | $161.9B | $157.3B | $4.5B | 4,000 | 18,700 |
| Mar 2022 | $161.9B | $157.3B | $4.5B | 4,000 | 18,700 |
| Mar 2022 | $133.5B | $130.4B | $3.1B | 3,500 | 11,150 |
| Sep 2021 | $133.5B | $130.4B | $3.1B | 3,500 | 11,150 |
| Jun 2021 | $133.5B | $130.4B | $3.1B | 3,500 | 11,150 |
| Mar 2021 | $133.5B | $130.4B | $3.1B | 3,500 | 11,150 |
| Oct 2020 | $111.4B | $108.9B | $2.5B | 3,400 | 11,000 |
| Oct 2020 | $111.4B | $108.9B | $2.5B | 3,400 | 11,000 |
| Sep 2020 | $111.4B | $108.9B | $2.5B | 3,400 | 11,000 |
| Jul 2020 | $111.4B | $108.9B | $2.5B | 3,400 | 11,000 |
| Jun 2020 | $111.4B | $108.9B | $2.5B | 3,400 | 11,000 |
| Mar 2020 | $111.4B | $108.9B | $2.5B | 3,400 | 11,000 |
| Sep 2019 | $85.2B | $83.3B | $2B | 3,350 | 11,000 |
| Aug 2019 | $85.2B | $83.3B | $2B | 3,350 | 11,000 |
| Apr 2019 | $85.2B | $83.3B | $2B | 3,350 | 11,000 |
| Mar 2019 | $85.2B | $83.3B | $2B | 3,350 | 11,000 |
| Jan 2019 | $81B | $79.4B | $1.5B | 3,200 | 10,200 |
| Dec 2018 | $81B | $79.4B | $1.5B | 3,200 | 10,200 |
| Nov 2018 | $81B | $79.4B | $1.5B | 3,200 | 10,200 |
| Sep 2018 | $81B | $79.4B | $1.5B | 3,200 | 10,200 |
| Mar 2018 | $81B | $79.4B | $1.5B | 3,200 | 10,200 |
| Sep 2017 | $61.5B | $60.7B | $763.5M | 3,300 | 269,589 |
| Aug 2017 | $61.5B | $60.7B | $763.5M | 3,300 | 269,589 |
| Jul 2017 | $61.5B | $60.7B | $763.5M | 3,300 | 269,589 |
| Jul 2017 | $61.5B | $60.7B | $763.5M | 3,300 | 269,589 |
| Mar 2017 | $61.5B | $60.7B | $763.5M | 3,300 | 269,589 |
| Jul 2016 | $52.1B | $51.3B | $730.3M | 3,200 | 237,600 |
| Mar 2016 | $52.1B | $51.3B | $730.3M | 3,200 | 237,600 |
| Nov 2015 | $48.2B | $47.5B | $746.7M | 3,100 | 213,100 |
| May 2015 | $48.2B | $47.5B | $746.7M | 3,100 | 213,100 |
| Mar 2015 | $48.2B | $47.5B | $746.7M | 3,100 | 213,100 |
| Feb 2015 | $41.1B | $40.3B | $717.4M | 2,600 | 187,300 |
| Jul 2014 | $41.1B | $40.3B | $717.4M | 2,600 | 187,300 |
| Apr 2014 | $41.1B | $40.3B | $717.4M | 2,600 | 187,300 |
| Mar 2014 | $41.1B | $40.3B | $717.4M | 2,600 | 187,300 |
| Dec 2013 | $33.4B | $32.7B | $682M | 2,500 | 162,900 |
| Aug 2013 | $33.4B | $32.7B | $682M | 2,500 | 162,900 |
| Jun 2013 | $33.4B | $32.7B | $682M | 2,500 | 162,900 |
| May 2013 | $33.4B | $32.7B | $682M | 2,500 | 162,900 |
| Mar 2013 | $33.4B | $32.7B | $682M | 2,500 | 162,900 |
| Feb 2013 | $27.7B | $27.1B | $664.6M | 2,400 | 144,600 |
| Dec 2012 | $27.7B | $27.1B | $664.6M | 2,400 | 144,600 |
| Jul 2012 | $27.7B | $27.1B | $664.6M | -- | 144,600 |
| Jul 2012 | $27.7B | $27.1B | $664.6M | -- | 144,600 |
| Mar 2012 | $27.7B | $27.1B | $664.6M | -- | 144,600 |
| Apr 2011 | $26.1B | $24.3B | $1.8B | -- | -- |
| Mar 2011 | $26.1B | $24.3B | $1.8B | -- | -- |
| Jan 2011 | $21.8B | $20.6B | $1.1B | -- | -- |
| Jan 2011 | $21.8B | $20.6B | $1.1B | -- | -- |
| Nov 2010 | $21.8B | $20.6B | $1.1B | -- | -- |
| Mar 2010 | $21.8B | $20.6B | $1.1B | -- | -- |
| Mar 2010 | $15.6B | $15B | $626.7M | -- | -- |
| Oct 2009 | $15.6B | $15B | $626.7M | -- | -- |
| Mar 2009 | $15.6B | $15B | $626.7M | -- | -- |
| Nov 2007 | $15B | $14B | $942.2M | -- | -- |
| Oct 2007 | $15B | $14B | $942.2M | -- | -- |
| Sep 2007 | $15B | $14B | $942.2M | -- | -- |
| Mar 2007 | $15B | $14B | $942.2M | -- | -- |
| Jan 2005 | $4.4B | $4.3B | $95.9M | -- | -- |
| Aug 2004 | $4.4B | $4.3B | $95.9M | -- | -- |
| Mar 2004 | $4.4B | $4.3B | $95.9M | -- | -- |
| Mar 2002 | $1.9B | $1.9B | $51.8M | 501 | -- |
| Jul 2001 | $1.9B | $1.9B | $51.8M | 501 | -- |
DateNov 2025
Total AUM$209.7B
Discretionary$203.3B
Non-Disc.$6.5B
Employees4,850
Clients24,250
DateSep 2025
Total AUM$209.7B
Discretionary$203.3B
Non-Disc.$6.5B
Employees4,850
Clients24,250
DateAug 2025
Total AUM$209.7B
Discretionary$203.3B
Non-Disc.$6.5B
Employees4,850
Clients24,250
DateApr 2025
Total AUM$209.7B
Discretionary$203.3B
Non-Disc.$6.5B
Employees4,850
Clients24,250
DateMar 2025
Total AUM$209.7B
Discretionary$203.3B
Non-Disc.$6.5B
Employees4,850
Clients24,250
DateJan 2025
Total AUM$177B
Discretionary$171.3B
Non-Disc.$5.7B
Employees4,500
Clients19,600
DateDec 2024
Total AUM$177B
Discretionary$171.3B
Non-Disc.$5.7B
Employees4,500
Clients19,600
DateOct 2024
Total AUM$177B
Discretionary$171.3B
Non-Disc.$5.7B
Employees4,500
Clients19,600
DateSep 2024
Total AUM$177B
Discretionary$171.3B
Non-Disc.$5.7B
Employees4,500
Clients19,600
DateJul 2024
Total AUM$177B
Discretionary$171.3B
Non-Disc.$5.7B
Employees4,500
Clients19,600
DateMay 2024
Total AUM$177B
Discretionary$171.3B
Non-Disc.$5.7B
Employees4,500
Clients19,600
DateApr 2024
Total AUM$177B
Discretionary$171.3B
Non-Disc.$5.7B
Employees4,500
Clients19,600
DateApr 2024
Total AUM$177B
Discretionary$171.3B
Non-Disc.$5.7B
Employees4,500
Clients19,600
DateMar 2024
Total AUM$177B
Discretionary$171.3B
Non-Disc.$5.7B
Employees4,500
Clients19,600
DateSep 2023
Total AUM$146.4B
Discretionary$141.7B
Non-Disc.$4.7B
Employees4,300
Clients19,700
DateApr 2023
Total AUM$146.4B
Discretionary$141.7B
Non-Disc.$4.7B
Employees4,300
Clients19,700
DateApr 2023
Total AUM$146.4B
Discretionary$141.7B
Non-Disc.$4.7B
Employees4,300
Clients19,700
DateMar 2023
Total AUM$146.4B
Discretionary$141.7B
Non-Disc.$4.7B
Employees4,300
Clients19,700
DateJan 2023
Total AUM$161.9B
Discretionary$157.3B
Non-Disc.$4.5B
Employees4,000
Clients18,700
DateNov 2022
Total AUM$161.9B
Discretionary$157.3B
Non-Disc.$4.5B
Employees4,000
Clients18,700
DateSep 2022
Total AUM$161.9B
Discretionary$157.3B
Non-Disc.$4.5B
Employees4,000
Clients18,700
DateAug 2022
Total AUM$161.9B
Discretionary$157.3B
Non-Disc.$4.5B
Employees4,000
Clients18,700
DateApr 2022
Total AUM$161.9B
Discretionary$157.3B
Non-Disc.$4.5B
Employees4,000
Clients18,700
DateMar 2022
Total AUM$161.9B
Discretionary$157.3B
Non-Disc.$4.5B
Employees4,000
Clients18,700
DateMar 2022
Total AUM$133.5B
Discretionary$130.4B
Non-Disc.$3.1B
Employees3,500
Clients11,150
DateSep 2021
Total AUM$133.5B
Discretionary$130.4B
Non-Disc.$3.1B
Employees3,500
Clients11,150
DateJun 2021
Total AUM$133.5B
Discretionary$130.4B
Non-Disc.$3.1B
Employees3,500
Clients11,150
DateMar 2021
Total AUM$133.5B
Discretionary$130.4B
Non-Disc.$3.1B
Employees3,500
Clients11,150
DateOct 2020
Total AUM$111.4B
Discretionary$108.9B
Non-Disc.$2.5B
Employees3,400
Clients11,000
DateOct 2020
Total AUM$111.4B
Discretionary$108.9B
Non-Disc.$2.5B
Employees3,400
Clients11,000
DateSep 2020
Total AUM$111.4B
Discretionary$108.9B
Non-Disc.$2.5B
Employees3,400
Clients11,000
DateJul 2020
Total AUM$111.4B
Discretionary$108.9B
Non-Disc.$2.5B
Employees3,400
Clients11,000
DateJun 2020
Total AUM$111.4B
Discretionary$108.9B
Non-Disc.$2.5B
Employees3,400
Clients11,000
DateMar 2020
Total AUM$111.4B
Discretionary$108.9B
Non-Disc.$2.5B
Employees3,400
Clients11,000
DateSep 2019
Total AUM$85.2B
Discretionary$83.3B
Non-Disc.$2B
Employees3,350
Clients11,000
DateAug 2019
Total AUM$85.2B
Discretionary$83.3B
Non-Disc.$2B
Employees3,350
Clients11,000
DateApr 2019
Total AUM$85.2B
Discretionary$83.3B
Non-Disc.$2B
Employees3,350
Clients11,000
DateMar 2019
Total AUM$85.2B
Discretionary$83.3B
Non-Disc.$2B
Employees3,350
Clients11,000
DateJan 2019
Total AUM$81B
Discretionary$79.4B
Non-Disc.$1.5B
Employees3,200
Clients10,200
DateDec 2018
Total AUM$81B
Discretionary$79.4B
Non-Disc.$1.5B
Employees3,200
Clients10,200
DateNov 2018
Total AUM$81B
Discretionary$79.4B
Non-Disc.$1.5B
Employees3,200
Clients10,200
DateSep 2018
Total AUM$81B
Discretionary$79.4B
Non-Disc.$1.5B
Employees3,200
Clients10,200
DateMar 2018
Total AUM$81B
Discretionary$79.4B
Non-Disc.$1.5B
Employees3,200
Clients10,200
DateSep 2017
Total AUM$61.5B
Discretionary$60.7B
Non-Disc.$763.5M
Employees3,300
Clients269,589
DateAug 2017
Total AUM$61.5B
Discretionary$60.7B
Non-Disc.$763.5M
Employees3,300
Clients269,589
DateJul 2017
Total AUM$61.5B
Discretionary$60.7B
Non-Disc.$763.5M
Employees3,300
Clients269,589
DateJul 2017
Total AUM$61.5B
Discretionary$60.7B
Non-Disc.$763.5M
Employees3,300
Clients269,589
DateMar 2017
Total AUM$61.5B
Discretionary$60.7B
Non-Disc.$763.5M
Employees3,300
Clients269,589
DateJul 2016
Total AUM$52.1B
Discretionary$51.3B
Non-Disc.$730.3M
Employees3,200
Clients237,600
DateMar 2016
Total AUM$52.1B
Discretionary$51.3B
Non-Disc.$730.3M
Employees3,200
Clients237,600
DateNov 2015
Total AUM$48.2B
Discretionary$47.5B
Non-Disc.$746.7M
Employees3,100
Clients213,100
DateMay 2015
Total AUM$48.2B
Discretionary$47.5B
Non-Disc.$746.7M
Employees3,100
Clients213,100
DateMar 2015
Total AUM$48.2B
Discretionary$47.5B
Non-Disc.$746.7M
Employees3,100
Clients213,100
DateFeb 2015
Total AUM$41.1B
Discretionary$40.3B
Non-Disc.$717.4M
Employees2,600
Clients187,300
DateJul 2014
Total AUM$41.1B
Discretionary$40.3B
Non-Disc.$717.4M
Employees2,600
Clients187,300
DateApr 2014
Total AUM$41.1B
Discretionary$40.3B
Non-Disc.$717.4M
Employees2,600
Clients187,300
DateMar 2014
Total AUM$41.1B
Discretionary$40.3B
Non-Disc.$717.4M
Employees2,600
Clients187,300
DateDec 2013
Total AUM$33.4B
Discretionary$32.7B
Non-Disc.$682M
Employees2,500
Clients162,900
DateAug 2013
Total AUM$33.4B
Discretionary$32.7B
Non-Disc.$682M
Employees2,500
Clients162,900
DateJun 2013
Total AUM$33.4B
Discretionary$32.7B
Non-Disc.$682M
Employees2,500
Clients162,900
DateMay 2013
Total AUM$33.4B
Discretionary$32.7B
Non-Disc.$682M
Employees2,500
Clients162,900
DateMar 2013
Total AUM$33.4B
Discretionary$32.7B
Non-Disc.$682M
Employees2,500
Clients162,900
DateFeb 2013
Total AUM$27.7B
Discretionary$27.1B
Non-Disc.$664.6M
Employees2,400
Clients144,600
DateDec 2012
Total AUM$27.7B
Discretionary$27.1B
Non-Disc.$664.6M
Employees2,400
Clients144,600
DateJul 2012
Total AUM$27.7B
Discretionary$27.1B
Non-Disc.$664.6M
Employees--
Clients144,600
DateJul 2012
Total AUM$27.7B
Discretionary$27.1B
Non-Disc.$664.6M
Employees--
Clients144,600
DateMar 2012
Total AUM$27.7B
Discretionary$27.1B
Non-Disc.$664.6M
Employees--
Clients144,600
DateApr 2011
Total AUM$26.1B
Discretionary$24.3B
Non-Disc.$1.8B
Employees--
Clients--
DateMar 2011
Total AUM$26.1B
Discretionary$24.3B
Non-Disc.$1.8B
Employees--
Clients--
DateJan 2011
Total AUM$21.8B
Discretionary$20.6B
Non-Disc.$1.1B
Employees--
Clients--
DateJan 2011
Total AUM$21.8B
Discretionary$20.6B
Non-Disc.$1.1B
Employees--
Clients--
DateNov 2010
Total AUM$21.8B
Discretionary$20.6B
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2010
Total AUM$21.8B
Discretionary$20.6B
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2010
Total AUM$15.6B
Discretionary$15B
Non-Disc.$626.7M
Employees--
Clients--
DateOct 2009
Total AUM$15.6B
Discretionary$15B
Non-Disc.$626.7M
Employees--
Clients--
DateMar 2009
Total AUM$15.6B
Discretionary$15B
Non-Disc.$626.7M
Employees--
Clients--
DateNov 2007
Total AUM$15B
Discretionary$14B
Non-Disc.$942.2M
Employees--
Clients--
DateOct 2007
Total AUM$15B
Discretionary$14B
Non-Disc.$942.2M
Employees--
Clients--
DateSep 2007
Total AUM$15B
Discretionary$14B
Non-Disc.$942.2M
Employees--
Clients--
DateMar 2007
Total AUM$15B
Discretionary$14B
Non-Disc.$942.2M
Employees--
Clients--
DateJan 2005
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$95.9M
Employees--
Clients--
DateAug 2004
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$95.9M
Employees--
Clients--
DateMar 2004
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$95.9M
Employees--
Clients--
DateMar 2002
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$51.8M
Employees501
Clients--
DateJul 2001
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$51.8M
Employees501
Clients--