O'Rourke & Company, Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
O'Rourke & Company provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, and small businesses. The firm offers ongoing portfolio management, comprehensive financial planning, and retirement‑plan advisory support such as vendor analysis, IPS assistance, benchmarking, and discretionary investment‑menu management under ERISA.
The firm employs a top‑down asset‑allocation approach combined with fundamental analysis to build diversified portfolios across mutual funds, ETFs, listed securities, REITs, alternatives and fixed income, typically implementing strategies through pooled vehicles and, for larger accounts, individual securities. Accounts are monitored continuously with quarterly reviews and reporting, most management is discretionary, and the firm generally executes trades through selected custodians while disclosing it does not aggregate client orders into block trades.
Noteworthy features relative to peers include the firm’s scale per advisor: as of September 30, 2025 it reported approximately $555.1 million in assets under management and 580 clients while listing two advisors, implying roughly 290 clients and about $277–$278 million of AUM per advisor—levels that are uncommon among similar team firms. The brochure also discloses that some advisory personnel are registered representatives of a broker‑dealer (PCS) and licensed insurance agents, creating additional commission and trailer‑fee compensation streams that the firm identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees for financial planning services typically between $500 to $5,000 or more.
Negotiated between 0.30% and 1.00% annually (tiered schedule; lower rates for larger accounts)
Commission on insurance products sold by licensed individuals; commissions and trails on certain mutual funds and brokerage transactions through PCS broker-dealer.
$60 to $400 per hour for financial planning services.
Fee-only: Hourly rates ranging from $60 to $400 per hour; Fixed fees typically range from $500 to $5,000 or more for financial planning services.
Main office
84 State Street, Suite 840
Boston MA 02109
Advisors at this office
2
Most active in
California · Florida · Massachusetts · New Hampshire · New York · South Carolina · Texas
Also doing business as
Brian Christopher O'rourke · O'rourke & Company, Incorporated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Devin O
Series 63, Series 65
Boston, MA
O'Rourke & Company, Incorporated
Devin O'Rourke is a financial advisor at O'Rourke & Company, Incorporated with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Putnam Investment Management and Cetera Advisors prior to joining O'Rourke & Company, where he has been since 2017. Outside of his advisory role, he is also a licensed agent for fixed insurance products and serves as a notary public. O'Rourke & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm uses a top-down asset-allocation approach combined with fundamental analysis to build diversified portfolios and offers ongoing portfolio management and retirement-plan advisory support.
Brian O
Series 63, Series 65
Boston, MA
O'Rourke & Company, Incorporated
Brian Orourke is a financial advisor at O'Rourke & Company, Incorporated in Boston, MA, with 44 years of industry experience. He has worked at Cetera Advisors LLC and Investors Capital Corporation before continuing his tenure at O'Rourke & Company, where he has been involved since 1987. Orourke holds the Series 63 and Series 65 designations and serves as a trustee for multiple family trusts. O'Rourke & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses, employing a top-down asset-allocation approach combined with fundamental analysis to build diversified portfolios across various asset classes.
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