Fee-only adviser · Worcester, MA
Worcester Advisors
Worcester Advisors is a fee-only investment adviser registered with the securities regulators of Connecticut, Florida, Massachusetts, with its main office in Worcester, Massachusetts. On its latest Form ADV, filed April 10, 2026, it reports $120M in regulatory assets under management, 193 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Connecticut, Florida, Massachusetts |
|---|---|
| Firm CRD number | 106653 · SEC file 801-47521 |
| Office | 446 Main Street Worcester, MA 01608 |
| Phone | (508) 753-7300 |
| Website | www.worcesteradvisors.com |
| Regulatory assets under management | $120M ($104M discretionary) |
| Individual clients | 108 non-high-net-worth, 85 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Worcester
- Bartholomew & Company Wealth Management, LLC $1.9B
- New Harbor Financial Group, LLC $846M
- Carl P. Sherr & Co., LLC $505M
- Cutler Capital Management $431M
See all 5 fee-only advisers in Worcester →
Nearby
- Shrewsbury 1 firm
- Auburn 1 firm
- Holden 2 firms
- Westborough 4 firms
- Southborough 3 firms
- Marlborough 4 firms
- Hudson 1 firm
- Bolton 1 firm
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