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Fidelon
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Market Standing · 2026
The most transparent firms in Worcester.
65 scored firmsTop 5 recognizedfidelon.com/markets/worcester-ma
1IA-only—92.7Arank within Top 5; below the 80 standard
2IA-only—91Arank within Top 5; below the 80 standard
3IA-only$61.3M89.5ARecognized · Top 5
4
Holder &
CRD 117077
IA-only$35.3M89.4ARecognized · Top 5
5IA-only$80.7M89.4ARecognized · Top 5
6IA-only—89.3A—
7IA-only—89A—
8IA-only$55.7M88.8A—
9IA-only—88.8A—
10IA-only$171M88.6A—
11IA-only$50.4M88.5A—
12IA-only$120M88.5A—
13IA-only$23.2M88.5A—
14IA-only$40.2M87.8B+—
15IA-only$1.2M87.8B+—
16IA-only—87.4B+—
17IA-only$123M87.1B+—
18IA-only$9M86.7B+—
19IA-only$14.8M86.5B+—
20IA-only$431M86.2B+—
21IA-only$4.4M85.7B+—
22IA-only$372M85.1B+—
23
Fitts Financial
CRD 311349
IA-only—84.5B+—
24IA-only$407M84.4B+—
25
3j Capital
CRD 292257
IA-only$238M82.9B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.