Abacus Wealth Partners

Abacus Wealth Partners (CRD# 128590) is a financial advisory firm headquartered in Santa Monica, CA. They manage $3,749,645,000 in 6,044 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,750
    MILLION
  • Total Number of Accounts
    6,044
    ACCOUNTS
  • Average Account Value
    $620,391
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)
  • 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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA

Financial Advisors at Abacus Wealth Partners
Showing 21 - 30 of 51 top financial advisors.
21
Matthew J. Higgins
CRD#: 6762868
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Matthew Higgins (CRD# 6762868) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 4 years of experience in the finance industry.

22
Brenton W. Kessel
CRD#: 2826946
17383 Sunset Blvd, Suite A360, Pacific Palisades, CA 90272

Brenton Kessel (CRD# 2826946) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has 1 year of experience in the finance industry. Brenton Kessel 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.

23
Lara G. Lamb
CRD#: 4467601
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Lara Lamb (CRD# 4467601) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry. Lara Lamb 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.

24
Alexandra N. Long
CRD#: 6497381
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Alexandra Long (CRD# 6497381) 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.

25
Jessica Lu
CRD#: 6146086
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Jessica Lu (CRD# 6146086) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 8 years of experience in the finance industry.

26
Kasey M. McManis
CRD#: 6892306
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Kasey McManis (CRD# 6892306) 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.

27
Laura M. Morganelli
CRD#: 6224254
1818 Market Street, Ste 3740, Philadelphia, PA 19130

Laura Morganelli (CRD# 6224254) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 7 years of experience in the finance industry.

28
Susan Olson
CRD#: 6302750
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Susan Olson (CRD# 6302750) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 7 years of experience in the finance industry.

29
Kathryn L. Peyton
CRD#: 6708536
101 S. Main Street, Sebastopol, CA 95472

Kathryn Peyton (CRD# 6708536) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 4 years of experience in the finance industry.

30
Barrett S. Porter
CRD#: 4257687
17383 Sunset Boulvard, Suite A360, Pacific Palisades, CA 90272

Barrett Porter (CRD# 4257687) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 20 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.

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