Abacus Wealth Partners

Abacus Wealth Partners (CRD# 128590) is a financial advisory firm headquartered in Santa Monica, CA. They manage $1,441,628,000 in 4,330 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,442
    MILLION
  • Total Number of Accounts
    4,330
    ACCOUNTS
  • Average Account Value
    $332,939
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.

AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, MN, MT, NC, NH, NJ, NM, NY, OR, PA, TX, UT, VA, VT, WA, WI

Financial Advisors at Abacus Wealth Partners
Showing 1 - 10 of 38 top financial advisors.
1
Gregory V. Aloia
CRD#: 1613416
1818 Market Street, Suite 2550, Philadelphia, PA 19103
96
Wealthminder
score

Gregory Aloia (CRD# 1613416) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 16 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.

2
Gabriel S. Brenner
CRD#: 2675337
101 S Main Street, Sebastopol, CA 95472
96
Wealthminder
score

Gabriel Brenner (CRD# 2675337) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 21 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.

3
Jason M. Cole
CRD#: 3211818
1818 Market Street, Suite 2550, Philadelphia, PA 19103
96
Wealthminder
score

Jason Cole (CRD# 3211818) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 17 years of experience in the finance industry. Jason Cole 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
Jana E. Davis
CRD#: 4982445
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
96
Wealthminder
score

Jana Davis (CRD# 4982445) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 11 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.

5
Eileen S. Freiburger
CRD#: 1313381
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
96
Wealthminder
score

Eileen Freiburger (CRD# 1313381) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 31 years of experience in the finance industry. Eileen Freiburger 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.

6
Darius G. Gagne
CRD#: 2886373
600 Corporate Pointe, Suite 1120, Culver City, CA 90230
96
Wealthminder
score

Darius Gagne (CRD# 2886373) is an Investment Advisor Representative working at Abacus Wealth Partners in Culver City, CA and has over 17 years of experience in the finance industry. Darius Gagne 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
Barrett S. Porter
CRD#: 4257687
17383 Sunset Boulvard, Suite A360, Pacific Palisades, CA 90272
96
Wealthminder
score

Barrett Porter (CRD# 4257687) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 16 years of experience in the finance industry. Barrett Porter 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
Alan B. Ungar
CRD#: 702914
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
96
Wealthminder
score

Alan Ungar (CRD# 702914) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 24 years of experience in the finance industry. Alan Ungar 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.

9
Jonathan D. Bruce
CRD#: 5332405
17383 Sunset Boulevard, Suite A360, Pacific Palisades, CA 90272
93
Wealthminder
score

Jonathan Bruce (CRD# 5332405) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 8 years of experience in the finance industry.

10
Neela N. Bushnell
CRD#: 5842369
17383 Sunset Boulevard, Suite A360, Pacific Palisades, CA 90272
93
Wealthminder
score

Neela Bushnell (CRD# 5842369) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 6 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.