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 41 top financial advisors.
31
John D. Eing
CRD#: 6480695
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
89
Wealthminder
score

John Eing (CRD# 6480695) 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.

32
Elizabeth J. Greulich
CRD#: 6530952
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
89
Wealthminder
score

Elizabeth Greulich (CRD# 6530952) 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
Lael D. Robinson
CRD#: 6560117
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
89
Wealthminder
score

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.

34
Derek J. Siker
CRD#: 6491093
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
89
Wealthminder
score

Derek Siker (CRD# 6491093) 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.

35
Scott M. Swanson
CRD#: 6491551
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
89
Wealthminder
score

Scott Swanson (CRD# 6491551) 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.

36
Walter Yu
CRD#: 5596790
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
89
Wealthminder
score

Walter Yu (CRD# 5596790) 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.

37
Ryan A. Balderian
CRD#: 6759503
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
88
Wealthminder
score

Ryan Balderian (CRD# 6759503) 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.

38
Lauren T. Boyes
CRD#: 6001568
757 Main Street, Colusa, CA 95932
88
Wealthminder
score

Lauren Boyes (CRD# 6001568) is an Investment Advisor Representative working at Abacus Wealth Partners in Colusa, CA and has over 2 years of experience in the finance industry.

39
Kathryn L. Peyton
CRD#: 6708536
101 S. Main Street, Sebastopol, CA 95472
88
Wealthminder
score

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.

40
Emily R. Benedetto
CRD#: 6849355
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
87
Wealthminder
score

Emily Benedetto (CRD# 6849355) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.

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