Top 6 financial advisor firms in Woburn

6 SEC-registered financial advisor firms are headquartered in Woburn, MA, with $2.68B in combined regulatory assets under management. The largest by assets are 93 Financial Group ($900M), Alta Wealth Advisors ($665M) and Flagship Private Wealth ($447M).

6
Financial advisor firms: $2.68B
Their combined AUM: $413M
Median firm AUM: 3,388
Clients of the top 6

The 6 largest by assets

1
93 Financial Group
RIA
$900M
1.00% to 1.00% a year
2
Alta Wealth Advisors
RIA
$665M
0.75% to 2.00% a year
3
Flagship Private Wealth
RIA
$447M
Up to 1.35% a year
4
Auour Investments
RIA
$378M
0.50% to 1.00% a year
5
Heritage Wealth Management
RIA
$153M
Regulatory AUM
6
Integrity Financial Advisors
RIA
$135M
Regulatory AUM

Profiles of the top 6

No. 1 · RIA

93 Financial Group

93 Financial Group is an investment adviser based in Woburn, MA, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $900 million, as filed on 23 March 2026.

93 Financial Group charges 1.00% a year for its Investment Management.

Regulatory AUM: $900M
Clients: 1,175
Advisory staff: 5
Founded: 2004
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 600 Unicorn Park Drive, Woburn, MA 01801
Phone: 781-938-6361
Website: 93fg.com

No. 2 · RIA

Alta Wealth Advisors

Alta Wealth Advisors is an investment adviser based in Woburn, MA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $665 million, as filed on 26 June 2026.

Alta Wealth Advisors charges 0.75%–2.00% a year for its Portfolio Management and Selection of Other Advisers Fees.

Regulatory AUM: $665M
Clients: 779
Advisory staff: 15
Founded: 2018
Fee schedule: 0.75% to 2.00% a year
Custodians: LPL Financial
Headquarters: 300 Tradecenter, Suite 5700, Woburn, MA 01801
Phone: 781-404-6909
Website: altawealthadvisors.com

No. 3 · RIA

Flagship Private Wealth

Flagship Private Wealth is an investment adviser based in Woburn, MA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $447 million, as filed on 25 August 2026.

Flagship Private Wealth charges up to 1.35% a year for its Portfolio Management Fees.

Regulatory AUM: $447M
Clients: 601
Advisory staff: 4
Founded: 2012
Fee schedule: Up to 1.35% a year
Custodians: LPL Financial
Headquarters: 400 Trade Center - Suite 4990, Woburn, MA 01801
Phone: 781-756-0090
Website: flagshipprivatewealth.com

No. 4 · RIA

Auour Investments

Auour Investments is an investment adviser based in Woburn, MA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $378 million, as filed on 25 March 2026.

Auour Investments charges 0.50%–1.00% a year for its Directly Managed Separate Accounts.

Regulatory AUM: $378M
Clients: 375
Advisory staff: 4
Founded: 2013
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 400 Tradecenter, Suite 3990, Woburn, MA 01801
Phone: 978-338-4830
Website: auour.com

No. 5 · RIA

Heritage Wealth Management

Heritage Wealth Management is an investment adviser based in Woburn, MA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $153 million, as filed on 4 August 2026.

Regulatory AUM: $153M
Clients: 218
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 100 Trade Center Drive, Suite G-700, Woburn, MA 01801
Phone: 800-620-9330

No. 6 · RIA

Integrity Financial Advisors

Integrity Financial Advisors is an investment adviser based in Woburn, MA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $135 million, as filed on 26 June 2026.

Regulatory AUM: $135M
Clients: 240
Advisory staff: 8
Custodians: Charles Schwab, Fidelity
Headquarters: 400 Tradecenter, Suite 3990, Woburn, MA 01801
Phone: 978-338-4830
Website: integrityfa.com

Questions about financial advisors in Woburn

How many financial advisor firms are headquartered in Woburn?

6 SEC-registered financial advisor firms report their principal office in Woburn, MA, managing $2.68B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Woburn?

93 Financial Group, with $900M in regulatory assets under management on its latest Form ADV. The next largest are Alta Wealth Advisors ($665M) and Flagship Private Wealth ($447M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Woburn?

The median firm manages $413M in regulatory assets. That is the midpoint of the 6 firms headquartered in Woburn.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Woburn charge?

Of the 6 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Woburn?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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