CANOPY CAPITAL GROUP
Woburn, MA
AUM
$1.32B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
781-222-3972
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA, WOBURN
10 advisers found
93 FINANCIAL GROUP, LLC
Woburn, MA
AUM
$899.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
781-938-6361
ALTA WEALTH ADVISORS LLC
Woburn, MA
AUM
$664.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
781-404-6909
FLAGSHIP PRIVATE WEALTH
Woburn, MA
AUM
$447.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(781) 756-0090
AUOUR INVESTMENTS LLC
Woburn, MA
AUM
$378.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
978-338-4830
INTEGRITY FINANCIAL ADVISORS, LLC
Woburn, MA
AUM
$134.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
978-338-4830
GARRETT NAGLE & CO., INC.
Woburn, MA
AUM
$98.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Commissions
617-737-9090
SINGLE TRACK FINANCIAL, INC.
Woburn, MA
AUM
$34.0M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
781-939-6830
SAGAMORE WEALTH MANAGEMENT, LLC
Woburn, MA
AUM
$23.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
781-569-5909
HARBOR POINT CAPITAL MANAGEMENT, LLC
Woburn, MA
AUM
$15.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
774-893-3351