Firms by city
Registered investment advisers in Woburn, MA
7 SEC-registered advisers headquartered in Woburn, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Goldenx | Woburn, MA | $1.32B |
| 93 Financial Group | Woburn, MA | $900M |
| Alta Wealth Advisors | Woburn, MA | $665M |
| Flagship Private Wealth | Woburn, MA | $447M |
| Auour Investments | Woburn, MA | $378M |
| Heritage Wealth Management | Woburn, MA | $153M |
| Integrity Financial Advisors | Woburn, MA | $135M |
- Headquarters
- Woburn, MA
- Regulatory AUM
- $1.32B
- Headquarters
- Woburn, MA
- Regulatory AUM
- $900M
- Headquarters
- Woburn, MA
- Regulatory AUM
- $665M
- Headquarters
- Woburn, MA
- Regulatory AUM
- $447M
- Headquarters
- Woburn, MA
- Regulatory AUM
- $378M
- Headquarters
- Woburn, MA
- Regulatory AUM
- $153M
- Headquarters
- Woburn, MA
- Regulatory AUM
- $135M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Woburn on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Massachusetts.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.