City
Independent RIAs in Woburn, Massachusetts
As of October 2, 2026, 10 independent wealth management RIAs with their main office in Woburn, Massachusetts reported $2.8 billion in regulatory assets under management; the largest by assets was 93 Financial Group, LLC, with $899.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 10
- Regulatory assets under management
- $2.8 billion
- Average per firm
- $280.1 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | 93 Financial Group, LLC | SEC | $899.7 million | 2,466 |
| 2 | Alta Wealth Advisors LLC | SEC | $664.6 million | 1,665 |
| 3 | Flagship Private Wealth | SEC | $447.2 million | 1,050 |
| 4 | Auour Investments LLC | SEC | $378.0 million | 833 |
| 5 | Heritage Wealth Management | SEC | $153.2 million | 369 |
| 6 | Integrity Financial Advisors, LLC | SEC | $134.9 million | 495 |
| 7 | Katapult Financial Planning LLC | State | $50.5 million | 138 |
| 8 | Single Track Financial, Inc. | State | $34.0 million | 37 |
| 9 | Sagamore Wealth Management, LLC | State | $23.5 million | 160 |
| 10 | Harbor Point Capital Management, LLC | State | $15.6 million | 70 |
Independent RIAs in Massachusetts, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.