Best Financial Advisors in WORCESTER, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WORCESTER
CUTLER CAPITAL MANAGEMENT
WORCESTER, MA · Since 2000
NEW HARBOR FINANCIAL GROUP, LLC
WORCESTER, MA · Since 2010
CARL P. SHERR & CO., LLC
WORCESTER, MA · Since 2006
CARR FINANCIAL GROUP
WORCESTER, MA · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in WORCESTER?
The median advisory fee in WORCESTER, MA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.