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Find The Best Financial Advisors in Worcester, Massachusetts

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Worcester is a tedious task to do. give you extensive options to compare best advisors in Worcester & pick the one as per your needs

How To Find The Best Financial Advisors in Worcester, Massachusetts

Last Updated - 31-May-2023

If you’re looking for qualified financial advisors in Worcester, Massachusetts, is a useful resource. We've compiled a list of the 5 vetted financial advisors and 35 non-vetted financial advisors in Worcester, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Worcester, Massachusetts have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Worcester, Massachusetts


Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
STE 1000

Worcester, MA 01609



Nicholas Cantrell

Green Future Wealth Management

324 Grove Street

Worcester, MA 01605



Josh Darwin

Regal Financial

669 South St

Needham, MA 02492



Al Hargrave

Willington Financial

384K Merrow Rd

Tolland, CT 06084



Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985


Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
440 Lincoln St, Worcester, MA 01653-0002
107569 $12,339,010,275 84 A percentage of AUM, Other (FOR SOME AFFILIATED CLIENTS, SERVICES ARE PROVIDED AT COST)
20 Park Avenue, Ste 201 Worcester, MA 1605
317321 $436,608,961 1032 A percentage of AUM, Fixed fees
446 Main Street, Worcester, MA 1608
3394 $381,089,868 711 A percentage of AUM, Hourly charges
146 Main Street, Suite 302 Worcester, MA 1608
155528 $340,480,900 1561 A percentage of AUM, Hourly charges, Fixed fees, Other (COLLECT FEE FROM R.B. MORIN & ASSOCIATES)
306 Main St, 2nd Floor Worcester, MA 01608-1518
107463 $322,534,365 186 A percentage of AUM, Fixed fees, Performance Based

Additional Financial Advisors in Massachusetts

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Karen Maloney-Hagel - Ameriprise Financial Services, LLC
Inquire with Karen
324 Grove St, Worcester, MA 01605 508-796-0083
Morgan Stanley Financial Advisors
Inquire with Morgan
100 Front St 15th, Fl Worcester, MA 01608 508-791-2311
Sterling Bridge
Inquire with Sterling
60 High Street, Worcester, MA 01609 508-797-9293
Integrated Financial Partners®
Inquire with Integrated
100 North Parkway, Suite 201 Worcester, MA 01605 508-926-1449
Michael Mazeika
Inquire with Michael
100 Front St, 15th Fl Worcester, MA 01608 508-751-5642
The Leasca Group
Inquire with Leasca
100 Front St, 15th Fl Worcester, MA 01608 508-751-5626
Samuel C Kenary
Inquire with Samuel
100 Front St, 15th Fl Worcester, MA 01608 508-751-5612
Mark H Feigelman
Inquire with Mark
100 Front St, 15th Fl Worcester, MA 01608 508-751-5605
The Feigelman Mazeika Group
Inquire with Feigelman
100 Front St, 15th Fl Worcester, MA 01608 508-751-5642
James B Kenary IV
Inquire with James
100 Front St, 15th Fl Worcester, MA 01608 508-751-5610

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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