How many financial advisors are in Worcester, Massachusetts?

Falists lists 6 registered investment advisers with a principal office or filing address in Worcester, Massachusetts, based on public SEC IAPD data.

How do financial advisors in Worcester charge fees?

Fee structures vary by firm. In Worcester, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Worcester?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Massachusetts · 6 advisers

Financial Advisors in Worcester, Massachusetts

Looking for a financial advisor in Worcester, Massachusetts? Falists indexes 6 SEC-registered and state-registered investment advisers in Worcester — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $820.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$820.9M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts5 Retirement2 Institutional4

Top advisors in Worcester

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

Worcester, MA

AUM

—

Team

3 advisors

Clients

—

Fees

RULE 206(4)-3 REFERRAL COMPENSATION

508-363-3000

Full profileNo website

More cities in Massachusetts

Boston (512)Cambridge (66)Wellesley (29)Waltham (26)Newton (25)Needham (21)Braintree (19)Burlington (16)Hingham (14)Andover (13)Concord (11)Framingham (11)

Common questions

How many financial advisors are in Worcester, Massachusetts?: 6 registered investment advisers are listed in our Worcester directory, sourced from public SEC filings.
What types of advisors are in Worcester?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Worcester?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.