City
Wealth management firms in Woburn, Massachusetts
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Woburn, Massachusetts reported $2.9 billion in regulatory assets under management; the largest by assets was 93 Financial Group, LLC, with $899.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $2.9 billion
- Average per firm
- $263.6 million
- SEC-registered, of those listed
- 7 of 11 (63.6%)
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 | Garrett Nagle & Co., Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $98.4 million | 144 |
| 8 | Katapult Financial Planning LLC | State | $50.5 million | 138 |
| 9 | Single Track Financial, Inc. | State | $34.0 million | 37 |
| 10 | Sagamore Wealth Management, LLC | State | $23.5 million | 160 |
| 11 | Harbor Point Capital Management, LLC | State | $15.6 million | 70 |
Wealth management firms 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.