O'Brien Asset Management

Overview

O'Brien Asset Management is a small, independent registered investment adviser focused on providing financial planning and portfolio management to individuals, families and small businesses. The firm runs a boutique, discretionary-first practice: the majority of client relationships are actively managed on a discretionary basis and the investment mix is equity-heavy. Fee arrangements include both asset-based fees and fixed-fee engagements, reflecting a blend of ongoing portfolio management and project-oriented planning work. Investment activity centers on public equities and exchange-traded instruments, with supplemental allocations to mutual funds and select alternative strategies. O'Brien Asset Management does not position itself as an ESG specialist, and it operates as a single-state adviser rather than a multi-state platform. The firm’s scale and client makeup indicate a high-touch advisory model with multiple accounts per client, suited to households and small business owners that prefer consolidated advisory oversight and customized account structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices