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Largest RIA Firms in Woburn, Massachusetts by AUM

Explore registered investment advisers headquartered in Woburn, Massachusetts, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 8 firms with $4.1B in total reported AUM and median AUM of $412.6M.

Firms

Matching current profiles

Total AUM

$4.1B

Reported regulatory AUM

Median AUM

$412.6M

Across firms with AUM

Largest firm

$1.3B

Canopy Capital Group

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Canopy Capital Group CRD 326730 · Corporation	WOBURN, MA	$1.3B Mar 2026	—	—	—	+$833.8M+172.6%	+7 employees+175.0% over 1Y	+186 accounts+187.9% over Total
2. 93 Financial Group, LLC CRD 144235 · Limited Liability Company	WOBURN, MA	$899.7M Mar 2026	+$119.3M+15.3%	+$336.0M+59.6%	+$368.1M+69.3%	+$796.0M+767.9%	0 employees+0.0% over 3Y	+69 accounts+2.9% over 3Y
3. Alta Wealth Advisors LLC CRD 293675 · Limited Liability Company	WOBURN, MA	$664.6M Jun 2026	+$169.2M+34.1%	+$355.9M+115.3%	+$432.6M+186.5%	—	+10 employees+200.0% over 3Y	+711 accounts+74.5% over 3Y
4. Flagship Private Wealth CRD 175277 · Limited Liability Company	WOBURN, MA	$447.2M Aug 2026	+$63.9M+16.7%	+$194.9M+77.3%	+$230.6M+106.5%	+$347.1M+346.6%	0 employees+0.0% over 3Y	+140 accounts+15.4% over 3Y
5. Auour Investments LLC CRD 173392 · Limited Liability Company	WOBURN, MA	$378.0M Mar 2026	+$37.1M+10.9%	+$86.2M+29.5%	+$122.6M+48.0%	+$344.3M+1021.7%	+2 employees+40.0% over 3Y	+175 accounts+26.6% over 3Y
6. Heritage Wealth Management CRD 159158 · Corporation	WOBURN, MA	$153.2M Aug 2026	+$34.9M+29.5%	—	—	+$34.9M+29.5%	0 employees+0.0% over 1Y	+15 accounts+4.2% over 1Y
7. Integrity Financial Advisors, LLC CRD 313369 · Limited Liability Company	WOBURN, MA	$134.9M Jun 2026	+$10.5M+8.5%	+$59.3M+78.5%	—	—	+4 employees+80.0% over 3Y	+168 accounts+51.4% over 3Y
8. Garrett Nagle & CO., INC. CRD 7071 · Corporation	WOBURN, MA	$98.4M Mar 2026	+$10.2M+11.5%	-$17.7M-15.2%	-$10.1M-9.3%	-$3.1M-3.1%	-2 employees-33.3% over 3Y	-18 accounts-11.1% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.