# Worcester Advisors

> 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.

- CRD: 106653
- Filed as: WORCESTER ADVISORS
- Legal name: Worcester County Fiduciary Advisors Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Worcester, MA
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106653
- AdvisorCensus page: https://advisorcensus.com/firm/worcester-advisors-worcester-ma-106653

## Quick answers

**How is Worcester Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Worcester Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Worcester Advisors located?**
Worcester Advisors' principal office is in Worcester, MA, according to its Form ADV.

**Is Worcester Advisors registered with the SEC or a state?**
Worcester Advisors is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 106653.

**How much does Worcester Advisors manage?**
Worcester Advisors reports $120,214,020 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (87% discretionary).

**What types of clients does Worcester Advisors serve?**
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).

**Does Worcester Advisors report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $120,214,020
- Discretionary: $104,102,553
- Non-discretionary: $16,111,467

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $18,198,908 |
| High net worth individuals | 85 | $70,336,213 |
| Charitable organizations | 3 | $4,575,283 |
| State or municipal government entities (including government pension plans) | 4 | $26,164,511 |
| Corporations or other businesses not listed above | 1 | $939,105 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- worcesteradvisors.com
- LinkedIn @worcester-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Worcester Advisors (CRD 106653): Form ADV filing data as of October 2026.