O'brien Wealth Partners LLC

O'brien Wealth Partners LLC (CRD# 105336) is a financial advisory firm headquartered in Boston, MA. They manage $948,175,951 in 1,871 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    948
    MILLION
  • Total Number of Accounts
    1,871
    ACCOUNTS
  • Average Account Value
    $506,775
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 11 - 11 of 11 top financial advisors.
11
Jonathan A. Smith
CRD#: 6899913
177 Huntington Ave., Suite 2010, Boston, MA 02115

Jonathan Smith (CRD# 6899913) 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.

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