Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$800
Loading...
Contact
Richard Arthur Davies
Location
51 Sawyer Road, Suite 600, Waltham, MA, 02453
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mercer Global Advisors INC.
July 2025 - Present · 7 mos
O'brien Wealth Partners LLC
November 2015 - Present · 10 yrs 3 mos
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.
Contact
Richard Arthur Davies