O'Brien Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Torrance, CA. Its latest Form ADV filing, dated March 31, 2026, reports $254M in regulatory assets under management, 3 employees, and 334 accounts.
Assets Under Management
$254M
Employees
3
Offices
--
Total Clients
167
Primary office
TORRANCE, CA
24594 HAWTHORNE BLVD., TORRANCE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.5% of total clients.
Top client categories% of clientsClients
1
HNWI
57.5%
96
2
Individuals
41.3%
69
3
Pension Plans
1.2%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of March 31, 2026
Discretionary100.0%
$254M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$254M
Total Accounts334
10Y AUM Change+$254M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee56:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.