RIA Intel›Advisers›Maine›O'BRIEN ASSET MANAGEMENT LLC

O'BRIEN ASSET MANAGEMENT LLC

Advisory

ME

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$204K

across 168 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$34M

Discretionary AUM$33M

Non-Discretionary AUM$1M

Discretionary %96.8%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

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

AZIMUTH CAPITAL MANAGEMENT, LLC

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AUGUST WEALTH MANAGEMENT, L.L.C.

$30M

$39M

BLACK BROOK FINANCIAL PLANNING, LLC

$39M

ELDER PLANNING ADVISORS OF MAINE, INC.

SOUTH PORTLAND, ME

$29M

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