Company lists · Data refreshed November 2026

Top 15 Private wealth managers based in Worcester, United States

Name: Private wealth managers based in Worcester, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 26 companies tracked

RevenueBase identified 26 company matches for private wealth managers associated with Worcester, United States as of November 2026 and tracks 175 professional contacts across them, including 78 with verified work emails. Across the United States, New York is the largest hub for this category (670 companies); Worcester has 26.

This list covers company matches for private wealth managers associated with Worcester, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

26Companies

175Contacts tracked

78Verified emails

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The 15 largest private wealth managers based in Worcester, United States

Ranked by team size

Top 15 of 26 company matches for private wealth managers based in Worcester, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Cunningham & Associates, LLC	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	11-50	36 contacts →
	Exact match “Cunningham & Associates, LLC delivers strategic tax and financial strategies for business owners and high‑net‑worth individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Bartholomew & Company	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	11-50	30 contacts →
	Exact match “Through our personalized, independent financial planning solutions and investment advice, we help keep you on track through every phase of life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Archstone Financial	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	11-50	18 contacts →
	Exact match “Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Cutler Capital Management LLC	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	16 contacts →
	Exact match “Cutler Capital Management, LLC of Worcester, MA is an investment advisory firm registered with the Securities and Exchange Commission, specializing primarily in investing in…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Carr Financial Group	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “Our company believes that good financial decisions don't have to be confusing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Worcester Advisors	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Worcester Advisors provides financial services dealing with investment management, trust management, retirement planning, income and estate tax preparation, bill paying and more.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	NEW Harbor Financial Group	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “New Harbor’s founders began their financial careers on “Wall Street,” working at major financial services firms and investment banks.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Financial Square	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Services offered: Retirement Planning Estate Planning Employee Benefits Tax Preparation Our mission is simple: Help you meet your financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Carl P. Sherr & Co., LLC	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Carl P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Lpsc Financial	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “At LPSC Financial, our top priority is the people we serve, and every part of our business was built to support that idea.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Hoey Wealth Management	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “At Hoey Wealth Management, our mission is to help you clarify your vision for your retirement, so we can guide you to enjoy the wealth you have accumulated.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Dream BIG Wealth Strategies	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “In today’s complex world, hard-working people often live their lives maxed out, distracted and overwhelmed, never stopping to define what they’re trying to accomplish.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Joffrey Smith Financial Group	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “We partner with clients in long-term, trusted relationships, always putting their best interests above our own.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Green Horizon Financial	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Welcome to Green Horizon Financial, where we redefine financial success through holistic planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Visper Wealth Management	Exact match	Worcester, MA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Christopher Sharry is a CERTIFIED FINANCIAL PLANNER professional and attorney.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “private wealth managers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 15 of 26 private wealth managers based in Worcester, United States

See the full list, filter by size, metro and specialty, and access 78 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Private wealth managers based in Worcester, United States at a glance

As of Nov 6, 2026

44.6%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Worcester, so it is reported there. Company counts and contact totals on this page are exact for Worcester, over 26 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Worcester, United States whose business descriptions match “private wealth managers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 78 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Private wealth managers by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “private wealth managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private wealth managers are there based in Worcester, United States?

RevenueBase identified 26 company matches for private wealth managers associated with Worcester, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Cunningham & Associates, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most private wealth managers?

New York leads the United States with 670 company records, followed by Houston (324) and Atlanta (321). Worcester has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 78 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.