O'BRIEN WEALTH PARTNERS LLC is a WALTHAM, Massachusetts based financial advisory firm with nearly $962,185,638 in assets under management and provides investment advisory services for 2054 clients. There are currently 15 financial advisors at the firm.
General Information |
| Firm CRD#: | 105336 | |
| SEC#: | 801-31201 | |
| Assets under Management: | $962,185,638 | |
| No. of Clients: | 2054 | |
| No. of Advisors: | 15 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops | |
| Fee Structure: | A percentage of AUM, Hourly charges |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BOSTON PARTNERS | 124982 | 801-61786 | 5317 | 167 | $89,687,813,267 |
| SENTINEL PENSION ADVISORS INC | 109901 | 801-55783 | 2794 | 54 | $9,011,646,599 |
| SACHETTA, LLC | 145713 | 801-100474 | 2031 | 25 | $884,096,209 |
| SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | 120766 | 801-64149 | 1679 | 20 | $885,437,302 |
| SHEPHERD KAPLAN KROCHUK, LLC | 127304 | 801-62286 | 1330 | 38 | $8,905,692,748 |
| ASSET STRATEGY ADVISORS, LLC | 139879 | 801-66549 | 544 | 12 | $917,771,097 |
| ORIGIN INVESTMENT ADVISORY LLC | 305353 | 801-120236 | 193 | 144 | $896,331 |
| GARRETT NAGLE & CO., INC. | 7071 | 801-11370 | 150 | 4 | $88,199,096 |
| THE DE BURLO GROUP, INC. | 153435 | 801-71288 | 105 | 7 | $942,593,000 |
| CLEAR BROOK ADVISORS, INC. | 132045 | 801-66918 | 31 | 7 | $941,100,000 |
| BAIN CAPITAL REAL ESTATE, LP | 291809 | 801-112317 | 20 | 99 | $9,367,820,000 |
| SHAWSPRING PARTNERS, LLC | 172766 | 801-117000 | 8 | 8 | $932,336,731 |
| FOLIUM CAPITAL LP | 284801 | 801-110247 | 7 | 12 | $877,378,158 |
| HOUSE HANOVER LLC | 284838 | 801-108252 | 6 | 2 | $93,925,943 |
| PERENNIAL CAPITAL ADVISORS, LLC | 156289 | 801-74109 | 4 | 4 | $92,025,242 |