{
  "crd_number": 106653,
  "slug": "worcester-advisors-worcester-ma-106653",
  "primary_business_name": "WORCESTER ADVISORS",
  "legal_name": "WORCESTER COUNTY FIDUCIARY ADVISORS INC",
  "dbas": [],
  "city": "Worcester",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "49340",
  "metro": {
    "cbsa_code": "49340",
    "common_name": "Worcester",
    "msa_name": "Worcester, MA",
    "path": "/advisors/ma/worcester"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-03-20",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-04-10",
  "carried_forward": false,
  "raum_total": 120214020.0,
  "raum_discretionary": 104102553.0,
  "raum_non_discretionary": 16111467.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4575283.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 18198908.0,
      "count": 108
    },
    "state_municipal": {
      "raum": 26164511.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 70336213.0,
      "count": 85
    },
    "corporations_other_businesses": {
      "raum": 939105.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "MA"
  ],
  "websites": [
    "https://linkedin.com/company/worcester-advisors",
    "https://worcesteradvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106653",
  "city_as_filed": "WORCESTER",
  "url": "https://advisorcensus.com/firm/worcester-advisors-worcester-ma-106653",
  "display_name": "Worcester Advisors",
  "summary": "Worcester Advisors is a state-registered investment advisory firm in Worcester, MA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.",
  "citation": "AdvisorCensus. Worcester Advisors (CRD 106653): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Worcester Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Worcester Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Worcester Advisors located?",
      "a": "Worcester Advisors' principal office is in Worcester, MA, according to its Form ADV."
    },
    {
      "q": "Is Worcester Advisors registered with the SEC or a state?",
      "a": "Worcester Advisors is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 106653."
    },
    {
      "q": "How much does Worcester Advisors manage?",
      "a": "Worcester Advisors reports $120,214,020 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (87% discretionary)."
    },
    {
      "q": "What types of clients does Worcester Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (85); state or municipal government entities (including government pension plans) (4)."
    },
    {
      "q": "Does Worcester Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106653"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/worcester-advisors-worcester-ma-106653.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 108,
      "fewer_than_5": false,
      "raum": 18198908.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 85,
      "fewer_than_5": false,
      "raum": 70336213.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 4575283.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 26164511.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 939105.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106653",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}