Commonwealth Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vienna, WV. Its latest Form ADV filing, dated April 2, 2026, reports $995M in regulatory assets under management, 26 employees, 4 offices, and 5,003 accounts.
Top client segmentIndividuals represent 87.6% of total clients.
Top client categories% of clientsClients
1
Individuals
87.6%
1,990
2
HNWI
10.0%
226
3
Corporations
1.1%
24
4
Pension Plans
0.6%
13
5
Charitable
0.4%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$995Mas of April 2, 2026
Discretionary98.2%
$977M
98% of total RAUM98.2%
Non-discretionary1.8%
$18M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$995M
Total Accounts5,003
10Y AUM Change+$995M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee87:1
10Y Employee Change+2 (+8.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.