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 31 - 40 of 43 top financial advisors.
31
Matthew J. Rivera
CRD#: 5671220
San Mateo, CA 94401

Matthew Rivera (CRD# 5671220) is an Investment Advisor Representative working at Abacus Wealth Partners in San Mateo, CA and has over 9 years of experience in the finance industry.

32
Lael D. Robinson
CRD#: 6560117
Santa Monica, CA 90401

Lael Robinson (CRD# 6560117) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 3 years of experience in the finance industry.

33
Rachel R. Sever
CRD#: 6867416
Santa Monica, CA 90401

Rachel Sever (CRD# 6867416) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.

34
Tracy A. Shemano
CRD#: 2309084
Santa Monica, CA 90401

Tracy Shemano (CRD# 2309084) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 23 years of experience in the finance industry.

35
Spencer D. Sherman
CRD#: 1609423
Sebastopol, CA 95472

Spencer Sherman (CRD# 1609423) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 32 years of experience in the finance industry.

36
Katie Stych
CRD#: 6491418
Sebastopol, CA 95472

Katie Stych (CRD# 6491418) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has 1 year of experience in the finance industry.

37
Scott M. Swanson
CRD#: 6491551
Santa Monica, CA 90401

Scott Swanson (CRD# 6491551) 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.

38
Alan B. Ungar
CRD#: 702914
Santa Monica, CA 90401

Alan Ungar (CRD# 702914) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 27 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.

39
Daria S. Victorov
CRD#: 6199640
San Mateo, CA 94401

Daria Victorov (CRD# 6199640) is an Investment Advisor Representative working at Abacus Wealth Partners in San Mateo, CA and has 1 year of experience in the finance industry. Daria Victorov 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.

40
Kyle A. Williams
CRD#: 2810071
Santa Monica, CA 90401

Kyle Williams (CRD# 2810071) 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.

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