Investment advisers in Woburn, MA
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Canopy Capital Group | $1.32 billion | 11 | 0 |
| 93 Financial Group, LLC | $899.7 million | 8 | 0 |
| Alta Wealth Advisors LLC | $664.6 million | 15 | 0 |
| Flagship Private Wealth | $447.2 million | 4 | 0 |
| Auour Investments LLC | $378.0 million | 7 | 0 |
| Heritage Wealth Management | $153.2 million | 2 | 2 |
| Integrity Financial Advisors, LLC | $134.9 million | 9 | 2 |
| Garrett Nagle & Co., Inc. | $98.4 million | 4 | 0 |