O'brien Wealth Partners LLC

O'brien Wealth Partners LLC (CRD# 105336) is a financial advisory firm headquartered in Boston, MA. They manage $494,047,259 in 1,372 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    494
    MILLION
  • Total Number of Accounts
    1,372
    ACCOUNTS
  • Average Account Value
    $360,093
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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.

CA, CO, DC, FL, MA, ME, NC, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at O'brien Wealth Partners LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jill A. Fopiano
CRD#: 2286278
177 Huntington Ave., Suite 2010, Boston, MA 02115
96
Wealthminder
score

Jill Fopiano (CRD# 2286278) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 24 years of experience in the finance industry.

2
Cynthia A. Kuppens
CRD#: 4370154
177 Huntington Ave., Suite 2010, Boston, MA 02115
96
Wealthminder
score

Cynthia Kuppens (CRD# 4370154) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 16 years of experience in the finance industry. Cynthia Kuppens 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
Brian H. Waldner
CRD#: 2747096
177 Huntington Ave., Suite 2010, Boston, MA 02115
96
Wealthminder
score

Brian Waldner (CRD# 2747096) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 21 years of experience in the finance industry.

4
Elisabeth M. Zimmerman
CRD#: 1617587
124 Mt. Auburn Street, Cambridge, MA 02138
96
Wealthminder
score

Elisabeth Zimmerman (CRD# 1617587) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Cambridge, MA and has over 30 years of experience in the finance industry. Elisabeth Zimmerman 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.

5
Lauren E. Higgins
CRD#: 5837249
177 Huntington Ave., Suite 2010, Boston, MA 02115
90
Wealthminder
score

Lauren Higgins (CRD# 5837249) 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. Lauren Higgins 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.

6
Richard A. Davies
CRD#: 6544844
177 Huntington Ave., Suite 2010, Boston, MA 02115
87
Wealthminder
score

Richard Davies (CRD# 6544844) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 2 years of experience in the finance industry.

7
Arthur M. O'brien
CRD#: 4367528
124 Mt. Auburn St., Cambridge, MA 02138
87
Wealthminder
score

Arthur O'brien (CRD# 4367528) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Cambridge, MA and has 1 year of experience in the finance industry.

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Disclosure
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.