Aurora Financial Advisors, LLC

Aurora Financial Advisors, LLC (CRD# 120985) is a financial advisory firm headquartered in Wellesley, MA. They manage $239,598,907 in 638 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    638
    ACCOUNTS
  • Average Account Value
    $375,547
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Aurora Financial Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
James McCusker
CRD#: 1400431
180 Linden Street, Suite 8a, Wellesley, MA 02482
96
Wealthminder
score

James McCusker (CRD# 1400431) is an Investment Advisor Representative working at Aurora Financial Advisors, LLC in Wellesley, MA and has over 31 years of experience in the finance industry. James McCusker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Susan M. Miller
CRD#: 4199655
180 Linden Street, Suite 8a, Wellesley, MA 02482
96
Wealthminder
score

Susan Miller (CRD# 4199655) is an Investment Advisor Representative working at Aurora Financial Advisors, LLC in Wellesley, MA and has over 17 years of experience in the finance industry. Susan Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Dudley L. Millikin
CRD#: 1169970
180 Linden Street, Suite 8a, Wellesley, MA 02482
96
Wealthminder
score

Dudley Millikin (CRD# 1169970) is an Investment Advisor Representative working at Aurora Financial Advisors, LLC in Wellesley, MA and has over 14 years of experience in the finance industry. Dudley Millikin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gail A. Sullivan
CRD#: 4345779
180 Linden Street, Suite 8a, Wellesley, MA 02482
93
Wealthminder
score

Gail Sullivan (CRD# 4345779) is an Investment Advisor Representative working at Aurora Financial Advisors, LLC in Wellesley, MA and has over 7 years of experience in the finance industry.

5
Michael L. Timm
CRD#: 847334
180 Linden Street, Suite 8a, Wellesley, MA 02482
93
Wealthminder
score

Michael Timm (CRD# 847334) is an Investment Advisor Representative working at Aurora Financial Advisors, LLC in Wellesley, MA and has over 9 years of experience in the finance industry.

6
Lisa R. Morrissey
CRD#: 5903235
180 Linden Street, Suite 8a, Wellesley, MA 02482
90
Wealthminder
score

Lisa Morrissey (CRD# 5903235) is an Investment Advisor Representative working at Aurora Financial Advisors, LLC in Wellesley, MA and has over 6 years of experience in the finance industry.

7
Brendan D. O'rourke
CRD#: 6635708
180 Linden Street, Suite 8a, Wellesley, MA 02482
88
Wealthminder
score

Brendan O'rourke (CRD# 6635708) is an Investment Advisor Representative working at Aurora Financial Advisors, LLC in Wellesley, MA and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.