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DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS

Advisory

INDIANAPOLIS, IN

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account
$538K
across 65 accounts
AUM per adviser
$35M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$35M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients100
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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$37M
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