O'brien Wealth Partners LLC

O'brien Wealth Partners LLC (CRD# 105336) is a financial advisory firm headquartered in Boston, MA. They manage $704,125,067 in 1,727 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    704
    MILLION
  • Total Number of Accounts
    1,727
    ACCOUNTS
  • Average Account Value
    $407,716
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
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, 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 A. Davies
CRD#: 6544844
177 Huntington Ave., Suite 2010, Boston, MA 02115

Richard Davies (CRD# 6544844) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 5 years of experience in the finance industry. Richard Davies 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
Jill A. Fopiano
CRD#: 2286278
177 Huntington Ave., Suite 2010, Boston, MA 02115

Jill Fopiano (CRD# 2286278) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 27 years of experience in the finance industry. Jill Fopiano 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
Lauren E. Higgins
CRD#: 5837249
177 Huntington Ave., Suite 2010, Boston, MA 02115

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.

4
Cynthia A. Kuppens
CRD#: 4370154
177 Huntington Ave., Suite 2010, Boston, MA 02115

Cynthia Kuppens (CRD# 4370154) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 19 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.

5
Austin M. Litvak
CRD#: 6890736
177 Huntington Ave., Suite 2010, Boston, MA 02115

Austin Litvak (CRD# 6890736) 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. Austin Litvak 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
Patrick J. Murray
CRD#: 6194214
177 Huntington Ave., Suite 2010, Boston, MA 02115

Patrick Murray (CRD# 6194214) 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. Patrick Murray 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.

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

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.

8
Timothy A. Pilczak
CRD#: 6111290
177 Huntington Ave., Suite 2010, Boston, MA 02115

Timothy Pilczak (CRD# 6111290) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 7 years of experience in the finance industry. Timothy Pilczak 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.

9
Qing Yang
CRD#: 5795370
177 Huntington Ave., Suite 2010, Boston, MA 02115

Qing Yang (CRD# 5795370) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 7 years of experience in the finance industry.

10
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 33 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.

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