Dorchester Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$67,567,161
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
72% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$2,111,474
About
Dorchester Advisors provides investment management, financial planning, and occasional outside money‑manager selection and monitoring to individuals — including many high‑net‑worth clients — and to a smaller number of businesses, charities, trusts, endowments and pension or profit‑sharing plans. As of December 31, 2025 the firm reported discretionary management of approximately $82.5 million for 32 clients.
The firm follows a value‑oriented, fundamental security‑analysis approach and primarily invests in publicly traded stocks and bonds, ETFs, mutual funds, government securities and options. It constructs three model portfolios (capital preservation, wealth preservation, wealth enhancement), tailors allocations through consultative client meetings using third‑party and proprietary tools, and participates in an informal RIA study group to exchange research and practice ideas.
Notable differences from many peers include the firm’s acceptance of small pension and 401(k)-type retirement plan clients and its stated ability to negotiate institutional fee arrangements for those accounts. The brochure also discloses a recent Michigan regulatory stipulation concerning a registration lapse that the firm says it is in the process of addressing.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Options & derivatives strategies
Private / alternative investments
Cash flow / budgeting
Fee options
Written financial plans fees ranging from $3,500 to $10,000
$0 - $10,000,000: 1.00% annually Over $10,000,000+: Negotiable
Up to $500/hour for financial planning services; also used for selection/monitoring of other money managers
Fee-only: Financial planning services: hourly fee up to $500/hour; written financial plans typically $3,500 to $10,000 depending on complexity
Main office location
Dorchester Advisors LLC
830 Morris Turnpike #483
Short Hills NJ 07078, United States
Number of offices
2
Most active in
Dorchester Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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