Abacus Wealth Partners

Abacus Wealth Partners (CRD# 128590) is a financial advisory firm headquartered in Santa Monica, CA. They manage $2,834,445,228 in 5,553 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,834
    MILLION
  • Total Number of Accounts
    5,553
    ACCOUNTS
  • Average Account Value
    $510,435
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WA

Financial Advisors at Abacus Wealth Partners
Showing 1 - 10 of 49 top financial advisors.
1
Kelly J. Acheson
CRD#: 6076207
429 Santa Monica Blvd., Suite 500, 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 10 years of experience in the finance industry.

2
Gregory V. Aloia
CRD#: 1613416
Lambertville, NJ

Gregory Aloia (CRD# 1613416) is an Investment Advisor Representative working at Abacus Wealth Partners in Lambertville, NJ and has over 23 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
Kathleen Barron-Alicante
CRD#: 7002732
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Kathleen Barron-Alicante (CRD# 7002732) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 5 years of experience in the finance industry. Kathleen Barron-Alicante 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.

4
Emily R. Benedetto
CRD#: 6849355
429 Santa Monica Blvd., Suite 500, 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 6 years of experience in the finance industry. Emily Benedetto 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.

5
Lauren T. Boyes
CRD#: 6001568
101 S. Main Street, Sebastopol, CA 95472

Lauren Boyes (CRD# 6001568) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 6 years of experience in the finance industry.

6
Gabriel S. Brenner
CRD#: 2675337
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Gabriel Brenner (CRD# 2675337) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 28 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.

7
Brian E. Canning
CRD#: 5602008
Santa Monica, CA

Brian Canning (CRD# 5602008) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 14 years of experience in the finance industry. Brian Canning 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
Brenda S. Chatman
CRD#: 5474011
101 S Main Street, Sebastopol, CA 95472

Brenda Chatman (CRD# 5474011) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 15 years of experience in the finance industry.

9
Jana E. Davis
CRD#: 4982445
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Jana Davis (CRD# 4982445) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 18 years of experience in the finance industry. Jana Davis 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.

10
Neela B. Hummel
CRD#: 5842369
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Neela Hummel (CRD# 5842369) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 13 years of experience in the finance industry. Neela Hummel 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.

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