Issue link: https://nebusinessmedia.uberflip.com/i/1545756
14 Worcester Business Journal | Book of Lists 2026 | wbjournal.com Philip Purcell, Vice President, Commercial Lending Ana Hoyler, Assistant Vice President, Commercial Lending Whether you're buying your first multi-unit property or growing your portfolio, All One Credit Union is here to help with all your needs. Our experienced commercial lending team provides flexible loans and lines of credit designed for investment properties, from triple-deckers to larger multi-family buildings. With competitive rates, terms up to 25 years, and financing for up to 75% of the property's value, we make smart real estate investments happen. Call 800-649-4646 or email CommercialLending@all-onecu.com to learn more. (800) 649-4646 | all-onecu.com Leominster | Clinton | Holden | North Leominster | Sterling | Worcester NMLS# 517287 All your investment property plans. One credit union can make them a reality. Largest wealth management firms Ranked by local assets under management, then local advisors Wealth manager Registered Investment Advisor (RIA) Local assets under management (AUM)/ total AUM/ date Local licensed advisors/ total licensed advisors/ Local staff/ total staff Top executive(s) Year founded 1 Bartholomew & Co. Inc. 370 Main St., Suite 1000 Worcester 01608 (1) 508-753-8807 • bartandco.com No (2) $5,945,256,590 $5,945,256,590 Feb. 26, 2026 21 21 35 35 Alexander Bartholomew (3) CEO & chief investment officer 1994 2 CCR Wealth Management LLC 1800 West Park Drive, Suite 150 Westborough 01581 508-475-3880 • ccrwealth.com No (4) $4,000,000,000 $4,500,000,000 March 31, 2026 10 18 27 48 David Borden managing partner 1998 3 New Harbor Financial Group 146 Main St., Suite 302 Worcester 01608 978-537-7701 • newharborfinancial.com Yes $800,000,000 $800,000,000 Feb. 28, 2026 4 4 9 9 John C. Llodra Michael R. Preston partners 2005 4 Carr Financial Group 20 Park Ave. Worcester 01605 508-795-0264 • carrfinancial.com Yes $758,042,000 $758,042,000 March 17, 2026 4 4 9 9 Richard Carr president 1990 5 AAF Wealth Management, a subsidiary of AAFCPAs 50 Washington St. Westborough 01581 508-366-9100 • aafwealthmanagement.com Yes $745,133,727 $745,133,727 March 30, 2026 4 4 10 10 Andrew Hammond Carmen Grinkis co-managing partners 2001 6 G9 Financial 7 South Main St. Millbury 01527 508-865-9599 • g9financial.com No (5) $540,000,000 $540,000,000 March 17, 2026 5 5 9 10 Daniel Girard Jr. Michael R. Crotty Elisa Chan managing partners 1999 7 Lincoln Capital Corp. 6 North Main St., Unit 303 Uxbridge 01569 401-454-3040 • lincolncapitalcorp.com Yes $440,000,000 $440,000,000 May 21, 2026 1 3 1 6 Ronald E. Albert president Sean McGuirk (6) chief investment officer 1991 8 LiveLife Capital Partners LLC 144 Turnpike Road, Suite 215 Southborough 01772 978-315-0230 • livelifecapital.com Yes $372,095,310 N/A Dec. 31, 2025 4 5 8 9 Chris Fisher Shawn Mauro managing partners 2017 9 Colman Knight Advisory Group LLC 530 Great Road Acton 01720 978-371-2015 • colmanknight.com Yes $205,000,000 N/A May 27, 2026 5 N/A 8 N/A Gayle Knight Colman co-founder Richard K. Colman co-founder Knight Colman partner David Manteau partner 1988 10 Bortolussi Wealth Management 30 Turnpike Road, Suite 3 Southborough 01772 508-416-3534 • bortowm.com Yes $91,000,000 $91,000,000 May 13, 2026 1 1 2 2 Adam Bortolussi founder 2010 11 Zen Wealth Advisors LLC 11 Apex Drive, Suite 300A Marlborough 01752 508-719-0288 • zenwealthllc.com Yes $61,852,645 $61,852,645 May 28, 2026 2 N/A 2 N/A Emily Sricharoenchaikit principal 2023 12 Dream Big Wealth Strategies (7) 12 E. Worcester St. Worcester 01604 508-470-4848 • dreambigwealthstrategies.com No (8) $60,000,000 N/A May 26, 2026 1 N/A 3 N/A Julianne Hertel founder 2015 13 Meenes Wealth Partners 8 Coachman Ridge Road Shrewsbury 01545 508-762-1678 • meeneswealthpartners.com Yes $50,350,000 $51,350,000 March 31, 2026 1 1 1 1 Jeffrey D. Meenes founder & fiduciary financial advisor 2009 14 Shrier Associates LLC 619 Devenwood Way Clinton 01510 508-898-9500 • shrierassociates.com Yes $50,000,000 $75,000,000 Jan. 1, 2026 1 3 1 3 Richard Shrier founder & managing director 1988 15 Morton Financial Advice LLC Harvard 01451 978-309-9663 • mortonfinancialadvice.com Yes $27,564,196 $27,564,196 March 18, 2026 1 1 1 1 Mike Morton founder 2018 Source: Each firm via survey as of Q2 2026 Notes: N/A=not available. (1) With a second location in Framingham (2) Securities and advisory services offered through Commonwealth Financial Network, member FINRA & SIPC, a Registered Investment Adviser. (3) Joshua Paul, managing director of private wealth management; Brian Jamros, managing director of government & institutional division; Michelle Newcomb, managing director of government & institutional division; Michelle Fuller, managing director of strategy & operations (4) Securities and advisory services offered through Cetera Advisors, member FINRA & SIPC, a broker-dealer and Registered Investment Adviser. CCR Wealth Management and Cetera Advisors LLC are affiliated. Cetera is under separate ownership from any other named entity. (5) Securities and advisory services offered through Cambridge Investment Research Inc., a broker-dealer, member FINRA & SIPC. (6) Brittany Moran, vice president; Alex Albert, vice president (7) Acquired by New Jersey-based firm Cornerstone Planning Group in May 2026 (8) Advisory services are provided through Cornerstone Planning Group, an independent advisory firm registered with the Securities and Exchange Commission. -Compiled by: Stephanie R. Meagher, research@nebusinessmedia.com F O C U S B A N K I N G & F I N A N C E NEW LIST!