Abacus Wealth Partners

Abacus Wealth Partners (CRD# 128590) is a financial advisory firm headquartered in Santa Monica, CA. They manage $2,148,765,927 in 5,395 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,149
    MILLION
  • Total Number of Accounts
    5,395
    ACCOUNTS
  • Average Account Value
    $398,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI

Financial Advisors at Abacus Wealth Partners
Showing 1 - 10 of 43 top financial advisors.
1
Kelly J. Acheson
CRD#: 6076207
Santa Monica, CA 90401

Kelly Acheson (CRD# 6076207) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 6 years of experience in the finance industry.

2
Gregory V. Aloia
CRD#: 1613416
Philadelphia, PA 19103

Gregory Aloia (CRD# 1613416) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 19 years of experience in the finance industry. Gregory Aloia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan A. Balderian
CRD#: 6759503
Santa Monica, CA 90401

Ryan Balderian (CRD# 6759503) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 2 years of experience in the finance industry.

4
Kathleen Barron-Alicante
CRD#: 7002732
Philadelphia, PA 19103

Kathleen Barron-Alicante (CRD# 7002732) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has 1 year of experience in the finance industry.

5
Emily R. Benedetto
CRD#: 6849355
Santa Monica, CA 90401

Emily Benedetto (CRD# 6849355) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 2 years of experience in the finance industry.

6
Lauren T. Boyes
CRD#: 6001568
Sebastopol, CA 95472

Lauren Boyes (CRD# 6001568) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 2 years of experience in the finance industry.

7
Gabriel S. Brenner
CRD#: 2675337
Sebastopol, CA 95472

Gabriel Brenner (CRD# 2675337) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 24 years of experience in the finance industry. Gabriel Brenner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jonathan D. Bruce
CRD#: 5332405
Pacific Palisades, CA 90272

Jonathan Bruce (CRD# 5332405) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 11 years of experience in the finance industry.

9
Neela N. Bushnell
CRD#: 5842369
Pacific Palisades, CA 90272

Neela Bushnell (CRD# 5842369) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 9 years of experience in the finance industry.

10
Brian E. Canning
CRD#: 5602008
Pacific Palisades, CA 90272

Brian Canning (CRD# 5602008) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 10 years of experience in the finance industry.

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