Firms by city
Registered investment advisers in Worcester, MA
4 SEC-registered advisers headquartered in Worcester, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Carr Financial Group | Worcester, MA | $836M |
| New Harbor Financial Group | Worcester, MA | $821M |
| Carl P. Sherr & Co. | Worcester, MA | $505M |
| Cutler Capital Management | Worcester, MA | $431M |
- Headquarters
- Worcester, MA
- Regulatory AUM
- $836M
- Headquarters
- Worcester, MA
- Regulatory AUM
- $821M
- Headquarters
- Worcester, MA
- Regulatory AUM
- $505M
- Headquarters
- Worcester, MA
- Regulatory AUM
- $431M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Worcester on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Massachusetts.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.