Best Financial Advisors in WOBURN, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$447M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in WOBURN
#1
100
93 FINANCIAL GROUP, LLC
WOBURN, MA · Since 2013
$900M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100
FLAGSHIP PRIVATE WEALTH
WOBURN, MA · Since 2016
$447M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100
ALTA WEALTH ADVISORS LLC
WOBURN, MA · Since 2018
$665M AUM15 clientsFee: 0%
FiduciaryFee-Only
#4
100
CANOPY CAPITAL GROUP
WOBURN, MA · Since 2025
$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
95
GARRETT NAGLE & CO., INC.
WOBURN, MA · Since 1976
$98M AUM2 clientsFee: 0%
Broker-Dealer
#6
95
AUOUR INVESTMENTS LLC
WOBURN, MA · Since 2014
$378M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
92
INTEGRITY FINANCIAL ADVISORS, LLC
WOBURN, MA · Since 2021
$135M AUM8 clientsFee: 0%
FiduciaryFee-Only1 complaint
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in WOBURN?
The median advisory fee in WOBURN, MA is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.