O'brien Wealth Partners LLC

O'brien Wealth Partners LLC (CRD# 105336) is a financial advisory firm headquartered in Waltham, MA. They manage $962,185,638 in 2,054 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
51 Sawyer Road, Suite 600, Waltham, MA 02453
https://www.facebook.com/obrienwp/
By the Numbers
  • Total Assets Under Management
    962
    MILLION
  • Total Number of Accounts
    2,054
    ACCOUNTS
  • Average Account Value
    $468,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, MA, ME, NC, NH, NM, NY, OH, PA, RI, TX, VA, VT

Financial Advisors at O'brien Wealth Partners LLC
Showing 1 - 10 of 12 top financial advisors.
1
Richard Davies, financial advisor Waltham MA
Richard A. Davies
CRD#: 6544844
51 Sawyer Road, Suite 600, Waltham, MA 02453

Richard Davies (CRD# 6544844) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 8 years of experience in the finance industry.

2
Jill Fopiano, financial advisor Waltham MA
Jill A. Fopiano
CRD#: 2286278
51 Sawyer Road, Suite 600, Waltham, MA 02453

Jill Fopiano (CRD# 2286278) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 30 years of experience in the finance industry.

3
Lauren Higgins, financial advisor Waltham MA
Lauren E. Higgins
CRD#: 5837249
51 Sawyer Road, Suite 600, Waltham, MA 02453

Lauren Higgins (CRD# 5837249) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has 1 year of experience in the finance industry.

4
Austin Litvak, financial advisor Waltham MA
Austin M. Litvak
CRD#: 6890736
51 Sawyer Road, Suite 600, Waltham, MA 02453

Austin Litvak (CRD# 6890736) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has 1 year of experience in the finance industry.

5
Patrick Murray, financial advisor Waltham MA
Patrick J. Murray
CRD#: 6194214
51 Sawyer Road, Suite 600, Waltham, MA 02453

Patrick Murray (CRD# 6194214) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has 1 year of experience in the finance industry.

6
Timothy Pilczak, financial advisor Waltham MA
Timothy A. Pilczak
CRD#: 6111290
51 Sawyer Road, Suite 600, Waltham, MA 02453

Timothy Pilczak (CRD# 6111290) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 11 years of experience in the finance industry.

7
Qing Yang, financial advisor Waltham MA
Qing Yang
CRD#: 5795370
51 Sawyer Road, Suite 600, Waltham, MA 02453

Qing Yang (CRD# 5795370) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 10 years of experience in the finance industry.

8
Elisabeth Zimmerman, financial advisor Cambridge MA
Elisabeth M. Zimmerman
CRD#: 1617587
124 Mt. Auburn Street, Cambridge, MA 02138

Elisabeth Zimmerman (CRD# 1617587) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Cambridge, MA and has over 37 years of experience in the finance industry.

9
Audrey Keohane, financial advisor Waltham MA
Audrey Keohane
CRD#: 7298442
51 Sawyer Road, Suite 600, Waltham, MA 02453

Audrey Keohane (CRD# 7298442) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has 1 year of experience in the finance industry.

10
Adelaide Magee, financial advisor Boston MA
Adelaide P. Magee
CRD#: 7215073
177 Huntington Ave, Suite 2010, Boston, MA 02115

Adelaide Magee (CRD# 7215073) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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