Best Financial Advisors in WOBURN, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WOBURN
93 FINANCIAL GROUP, LLC
WOBURN, MA · Since 2013
FLAGSHIP PRIVATE WEALTH
WOBURN, MA · Since 2016
ALTA WEALTH ADVISORS LLC
WOBURN, MA · Since 2018
CANOPY CAPITAL GROUP
WOBURN, MA · Since 2025
AUOUR INVESTMENTS LLC
WOBURN, MA · Since 2014
GARRETT NAGLE & CO., INC.
WOBURN, MA · Since 1976
INTEGRITY FINANCIAL ADVISORS, LLC
WOBURN, MA · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.