Best Financial Advisors in WORCESTER, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$744M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in WORCESTER
#1
95
CARL P. SHERR & CO., LLC
WORCESTER, MA · Since 2006
$505M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
95
CUTLER CAPITAL MANAGEMENT
WORCESTER, MA · Since 2000
$431M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
95
NEW HARBOR FINANCIAL GROUP, LLC
WORCESTER, MA · Since 2010
$821M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
95
CARR FINANCIAL GROUP
WORCESTER, MA · Since 2022
$744M AUM7 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.