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Investment Advisors in Worcester, MA: 2026 rankings

35 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Worcester: Nexus Property Management - Worcester MA, RFA Score 73/100; 4.5★ from 80 Google reviews; open 7 days a week.

  2. 9

    Most-reviewed: Trading Academy - Boston, 223 Google reviews at 4.9★, the most of 35 ranked; ranked #9.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

35 Worcester investment advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 35 rated firms.

Top 10 investment advisors in Worcester at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Worcester at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Nexus Property Management - Worcester MA734.5★ (80)WorcesterSat · Sun · EveningsTop score
2Wells Fargo Advisors683.6★ (19)Worcester——
3Primerica Financial Services673.8★ (34)Auburn, 6 mi awaySat · Evenings—
4Mayflower Advisors, LLC (West)675.0★ (9)Shrewsbury, 8 mi away——
5Fidelity Investments664.0★ (8)Shrewsbury, 5 mi away——
6Haddad Financial655.0★ (9)Marlborough, 12 mi away——
7Grimes & Company654.3★ (11)Framingham Center, 12 mi away——
8Carr Financial Group | Financial Planning | Wealth Management645.0★ (49)Worcester——
9Trading Academy - Boston634.9★ (223)Framingham, 21 mi awaySat · SunMost reviews
10ClearPath Financial Partners615.0★ (41)Holden, 10 mi away——

All 35 investment advisors in Worcester, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  5. #5 Fidelity Investments

    Based in Shrewsbury, 5 mi away

    66/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    571 Boston Tpke Ste 2, Shrewsbury, MA 01545
    View profile for Fidelity Investments(800) 521-3026

  6. #6 Haddad Financial

    Based in Marlborough, 12 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1700 W Park Dr #250, Westborough, MA 01581
    View profile for Haddad Financial(978) 228-5266

  7. #7 Grimes & Company

    Based in Framingham Center, 12 mi away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.3★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1 Technology Dr #100, Westborough, MA 01581
    View profile for Grimes & Company(508) 366-3883

  13. #13 Finivi

    Based in Marlborough, 11 mi away

    59/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 36 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 36 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1400 Computer Dr, Westborough, MA 01581
    View profile for Finivi(508) 870-0440

  18. #18 The Clifford Group LLC

    Based in Wayland, 23 mi away

    56/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    321 Commonwealth Rd #103, Wayland, MA 01778
    View profile for The Clifford Group LLC(617) 600-2083

  19. #19 G9 Financial

    Based in Millbury, 5 mi away

    56/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7 S Main St, Millbury, MA 01527
    View profile for G9 Financial(508) 865-9599

  20. #20 Green Bee Advisory

    Based in Arlington, 10 mi away

    55/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed 9 AM–6 PM · Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    View profile for Green Bee Advisory(781) 850-4610

  21. #21 Salem Five Bank

    Based in Sudbury, 21 mi away

    54/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.6★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 17 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat 8:30 AM–1 PM · Sun closed
    Address
    19 Concord Rd, Sudbury, MA 01776
    View profile for Salem Five Bank(978) 579-0592

  24. #24 Rakatansky Financial

    Based in Sudbury, 21 mi away

    53/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    75 Union Ave Ste 109, Sudbury, MA 01776
    View profile for Rakatansky Financial(508) 872-0101

  25. #25 Creative Planning

    Based in Ashland, 15 mi away

    53/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    118 Turnpike Rd Ste. 300, Southborough, MA 01772
    View profile for Creative Planning(508) 281-5200

All 35 investment advisors

#1 to #25 are shown in full above. Here are #26 to #35, in RFA Score order; each links to its profile.

investment advisors in Worcester, ranks 26 to 35
RankBusinessRFA ScoreGoogle ratingDistance
26Cadence Wealth Management524.0★ (3)12 mi
27IC Credit Union - Mechanic Street Branch (ATM ONLY)523.2★ (24)18 mi
28Fidelity Investments523.4★ (21)21 mi
29McCurdy Investments524.5★ (4)18 mi
30Charles Schwab515.0★ (4)21 mi
31IC Credit Union - Parkhill Branch513.1★ (15)21 mi
32Anthony Psikarakis - Private Wealth Advisor, Ameriprise Financial Services, LLC515.0★ (5)23 mi
33Edward Jones - Financial Advisor: Ryan Laliberte505.0★ (3)23 mi
34Twelve Points Wealth Management494.7★ (3)24 mi
35IC Credit Union - Main Office482.5★ (83)21 mi

Also serving Worcester

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Worcester
BusinessGoogle ratingDistance
Archstone Financial4.2★ (5)In Worcester
Bank of America Private Client Advisor Peter Balesano5.0★ (1)In Worcester
Bartholomew & Company - Worcester4.5★ (4)In Worcester
CLA (CliftonLarsonAllen)5.0★ (1)In Worcester
Clearwater Divorce Advisors, LLC4.8★ (18)In Worcester
Elite Financial Group Inc4.3★ (6)In Worcester
Financial Square5.0★ (10)In Worcester
Forward Financial Services, Inc5.0★ (5)In Worcester
Green Future Wealth Management5.0★ (2)In Worcester
Hoey Wealth Management5.0★ (2)In Worcester
Ikon Private Wealth1.0★ (1)In Worcester
Joffrey Smith Financial Group5.0★ (4)In Worcester
Larson, Potter, Stratton & Cote Financial5.0★ (5)In Worcester
Magna Finance Co3.9★ (16)In Worcester
New Harbor Financial Group5.0★ (2)In Worcester
Peter Mina - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)In Worcester
RetirementAdvisers.net4.4★ (12)In Worcester
Steven R Larson - Ameriprise Financial Services, Inc.5.0★ (2)In Worcester
The Kenary Wealth Management Group - Morgan Stanley5.0★ (1)In Worcester
Worcester Advisors5.0★ (2)In Worcester

How we ranked Worcester investment advisors

We scored 35 Worcester investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Worcester data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Worcester: frequently asked questions

Which investment advisor has the highest RFA Score in Worcester?

By RFA Score, the highest-ranked investment advisor in Worcester, MA is Nexus Property Management - Worcester MA with an RFA Score of 73/100. It has 4.5★ from 80 Google reviews. It is open 7 days a week. Wells Fargo Advisors (#2) and Primerica Financial Services (#3) follow. We ranked 35 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Worcester?

RankedFinancialAdvisors ranks 35 investment advisors serving Worcester, MA. 6 of them are based in Worcester; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Worcester work on weekends?

8 of 35 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Nexus Property Management - Worcester MA (#1), Primerica Financial Services (#3) and Trading Academy - Boston (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Worcester investment advisors have?

The median Google rating among 35 rated investment advisors in Worcester is 5.0★, with a median of 15 reviews. Trading Academy - Boston has the most, 223 reviews, and ranks #9. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Worcester count in this ranking?

Yes, if they are within 25 mi of the Worcester city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Worcester ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Worcester a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Worcester

  1. November 2026: RFA Scores recalculated for 35 investment advisors serving Worcester.

More investment advisors and Worcester pages