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 31 - 40 of 51 top financial advisors.
31
Matthew J. Rivera
CRD#: 5671220
700 S B St Suite 200, 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 11 years of experience in the finance industry.

32
Lael D. Robinson
CRD#: 6560117
429 Santa Monica Blvd., Suite 500, 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 5 years of experience in the finance industry.

33
Tracy A. Shemano
CRD#: 2309084
429 Santa Monica Blvd., Suite 500, 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 25 years of experience in the finance industry.

34
Spencer D. Sherman
CRD#: 1609423
7182 Healdsburg, Sebastopol, CA 95472

Spencer Sherman (CRD# 1609423) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 34 years of experience in the finance industry.

35
Mary E. Storjohann
CRD#: 4798603
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Mary Storjohann (CRD# 4798603) 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. Mary Storjohann 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.

36
Katie Stych
CRD#: 6491418
101 S Main Street, Sebastopol, CA 95472

Katie Stych (CRD# 6491418) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 2 years of experience in the finance industry.

37
Scott M. Swanson
CRD#: 6491551
429 Santa Monica Blvd., Suite 500, 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 5 years of experience in the finance industry.

38
Daria S. Victorov
CRD#: 6199640
181 Second Ave, Ste 565, 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.

39
Elizabeth A. Ward
CRD#: 5401219
Charlotte, NC

Elizabeth Ward (CRD# 5401219) is an Investment Advisor Representative working at Abacus Wealth Partners in Charlotte, NC and has over 12 years of experience in the finance industry. Elizabeth Ward 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
429 Santa Monica Blvd., Suite 500, 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 8 years of experience in the finance industry.

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