DORCHESTER ADVISORS LLC

RIASEC Registered

Total AUM

$82.5M

Discretionary

$82.5M

100% of AUM

Avg account

$842K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SHORT HILLS, New Jersey
CRD number: 154460
Website: dorchesteradvisors.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, NATIONWIDE SECURITIES, LLC, CHARLES SCHWAB & CO., INC., AMERICAN FUNDS & TRUSTS INCORPORATED, PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI75.48%
Pension & Profit Sharing Plans18.11%
Individuals6.41%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Dorchester Advisors LLC is an independent RIA that runs equity-first portfolios while acting as a capital allocator to third‑party managers. The firm’s advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements are flexible — percentage of AUM plus options for hourly and fixed fees — which supports both comprehensive wealth management relationships and project‑based engagements. Equities are the primary building block of client portfolios, but the firm also sources alternative strategies through external managers to complement public market exposure. Dorchester is not an active ESG investor and is structured as an owner‑managed limited liability company serving both high‑net‑worth individuals/families and institutional clients.