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 30 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 16 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 13 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 6 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 8 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 5 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 1 year of experience in the finance industry.

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