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 21 - 30 of 43 top financial advisors.
21
Kimberly Helm
CRD#: 6941559
Santa Monica, CA 90401

Kimberly Helm (CRD# 6941559) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.

22
Matthew J. Higgins
CRD#: 6762868
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 2 years of experience in the finance industry.

23
Brenton W. Kessel
CRD#: 2826946
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.

24
Lara G. Lamb
CRD#: 4467601
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.

25
Alexandra N. Long
CRD#: 6497381
Santa Monica, CA 90401

Alexandra Long (CRD# 6497381) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.

26
Jessica Lu
CRD#: 6146086
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 6 years of experience in the finance industry.

27
Laura M. Morganelli
CRD#: 6224254
Philadelphia, PA 19130

Laura Morganelli (CRD# 6224254) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 5 years of experience in the finance industry.

28
Susan Olson
CRD#: 6302750
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 5 years of experience in the finance industry.

29
Kathryn L. Peyton
CRD#: 6708536
Sebastopol, CA 95472

Kathryn Peyton (CRD# 6708536) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 2 years of experience in the finance industry.

30
Barrett S. Porter
CRD#: 4257687
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 18 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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