# O'Brien and Associates

O'Brien and Associates is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 115159
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115159

## About

O'BRIEN AND ASSOCIATES, INC. is a state-registered investment adviser with $49 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at O'Brien and Associates?

No named investment principals are publicly associated with O'Brien and Associates. The firm does not disclose leadership in any accessible public source.

### What is the wealth origin behind O'Brien and Associates?

The origin of the wealth managed by O'Brien and Associates is not publicly disclosed. No information links the firm to a specific family, industry, or fortune.

### Does O'Brien and Associates invest in funds or directly?

O'Brien and Associates' investment approach is unknown. The firm provides no public information on whether it commits to funds, makes direct investments, or uses other structures.

### What sectors or asset classes does O'Brien and Associates target?

No sector or asset-class preferences have been publicly communicated by O'Brien and Associates. The firm's portfolio composition is not available.

## Related profiles

- [Steadfast Financial Services](https://altss.com/profile/steadfast-financial-services)
- [MICHAEL FULCHER, CPA](https://altss.com/profile/michael-fulcher-cpa)

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Last updated: 2026-07-06T01:24:22.366Z

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