Worcester Advisors

Overview

Worcester Advisors is a state registered investment adviser based in Worcester, MA, registered since 2012. It reports $12M in assets under management across 206 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$12M

Discretionary

87%

Accounts

206

Average account

$584K

Employees

3

Advisory reps

3

Registered since

2012

Jurisdictions

3

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Jacob Wharton President CRD 7678183
• Joseph John Bourque Chief Compliance Officer CRD 2481213
• Anne Frazier Shareholder

Advisory reps 3 of 3

• Joseph John Bourque Investment Adviser Rep CRD 2481213
• Sangam Dahal Investment Adviser Rep CRD 7693988
• Jacob Wharton Insurance Agent · Investment Adviser Rep CRD 7678183

Location

Headquarters

446 Main St
Worcester, MA 01608

County

Worcester

Metro area

Worcester, MA-CT

Region

Northeast

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: worcesteradvisors.com

Every state, with registration dates

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