Top financial advisors in Woburn, MA
We've curated a list of the best financial advisors in Woburn, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $305,354,425 Number of advisors 43 advisors | |||
| 2 | Assets under management $11,739,684 Number of advisors 9 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Woburn, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Trust Advisory Group Ltd
Trust Advisory Group Ltd is a financial advisory firm based in Woburn, Massachusetts. It currently has approximately $305,354,425 of assets under management and employs about 43 people. Trust Advisory Group Ltd uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$305,354,425 under management
43 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Iqvestment, LLC
IQvestment, LLC, based in Woburn, MA, offers discretionary investment management services through online portals to independent advisor firms, banks, and individual investors. The firm provides various Wrap Fee Programs with Model Portfolios tailored to investors' risk appetites, including equities, ETFs, and mutual funds. Fees are based on assets under management, ranging from a flat monthly fee up to $9.95 for certain account sizes to a basis point fee up to 35 bps charged quarterly. Clients may face higher fees during periods of inactivity. The firm manages approximately $43.4 million in discretionary assets and rebalances portfolios quarterly. IQvestment does not charge performance-based fees and relies on risk tolerance assessments to select portfolios. Clients have no minimum account balance requirement but may pay higher fees with lower balances. The firm emphasizes risk factors such as company, financial, inflation, management, and market risks. Clients communicate with IQvestment online, and the firm has a Code of Ethics to ensure fiduciary responsibilities are met. IQvestment discloses affiliations and financial information, and clients can review their accounts and update information as needed through the digital platform.
$11,739,684 under management
9 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Woburn, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Massachusetts
ActonAmherstAndoverAuburnBeverlyBostonBraintreeBurlingtonCambridgeCantonCohassetConcordDanversDedhamDuxburyFalmouthFoxboroughFraminghamFranklinGloucesterGreat BarringtonHanoverHinghamHyannisLexingtonLincolnLynnfieldMarlboroughMarshfieldMashpeeMedfieldNatickNeedhamNeedham HeightsNew BedfordNewburyportNewtonNorth AndoverNorthboroughNorth ReadingNorwellNorwoodPlymouthQuincyRocklandSalemSouth EastonSpringfieldStonehamSudburyTopsfieldWakefieldWalthamWaylandWellesleyWellesley HillsWestboroughWestfordWestwoodWinchesterWorcesterIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.