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Abacus Wealth Partners financial advisors in Santa Monica, CA
Every SEC-registered investment adviser representative at a Abacus Wealth Partners office in Santa Monica, A to Z.
The short answer
32 registered advisors work at Abacus Wealth Partners in Santa Monica, out of 50 at the firm nationwide; it ranks number 2 in the city by advisors. 21 list the CFP designation and 0 are also registered broker representatives.
Abacus Wealth Partners advisors in Santa Monica, A to Z
Every Abacus Wealth Partners advisor →- Kelly J. AchesonInvestment adviser rep
- Kathleen Barron-AlicanteCertified Financial Planner
- Emily R. BenedettoCertified Financial Planner
- Gabriel S. BrennerCertified Financial Planner
- Rose E. Brink-CapriolaCertified Financial Planner
- Marisa Anh H. BrowneInvestment adviser rep
- Lalaine CollantesInvestment adviser rep
- Chrysantha CosbyInvestment adviser rep
- Tiesha CullinsCertified Financial Planner
- Jana E. DavisCertified Financial Planner
- Elise FaurCertified Financial Planner
- Christopher HabibCertified Financial Planner
- Neela B. HummelCertified Financial Planner
- Jo-Anne M. JesseeInvestment adviser rep
- Kerry G. KeihnCertified Financial Planner
- Brenton W. KesselCertified Financial Planner
- Lara G. LambCertified Financial Planner
- Ruby D. LambrechtInvestment adviser rep
- Wilson S. LiCertified Financial Planner
- Kasey M. McManisCertified Financial Planner
- Alison E. MotroniInvestment adviser rep
- Susan OlsonCertified Financial Planner
- Danielle OnestoInvestment adviser rep
- Jason PollensCertified Financial Planner
- Barrett S. PorterCertified Financial Planner
- Katherine M. SumnerCertified Financial Planner
- Christopher L. Vallejo Jr.Certified Financial Planner
- Kyle A. WilliamsCertified Financial Planner
- Aaron WinerInvestment adviser rep
- Michael A. WongInvestment adviser rep
- Walter YuInvestment adviser rep
- Alexander N. ZanierCertified Financial Planner
Abacus Wealth Partners advisors in every city and state →Abacus Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Abacus Wealth Partners advisors in other cities
Sebastopol, CA 6Brooklyn, NY 1Candler, NC 1Chapel Hill, NC 1Charlotte, NC 1Compton, CA 1Lakewood, CO 1Long Beach, CA 1Petaluma, CA 1Phoenix, AZ 1San Carlos, CA 1San Francisco, CA 1Sioux Falls, SD 1Thornton, CO 1Wynnewood, PA 1
Other firms in Santa Monica
All Santa Monica advisors →Gerber Kawasaki Wealth & Investment Management 37Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Morgan Stanley 28Strategic Advisers LLC 17LPL Financial LLC 8Charles Schwab & Co., Inc. 6J.P. Morgan Securities LLC 6Ocean Park Asset Management, LLC 6Quantum Financial Advisors, LLC 6Dimensional Fund Advisors LP 5Focus Partners Wealth, LLC 5Stratos Wealth Partners, Ltd. 5
Questions
How many financial advisors does Abacus Wealth Partners have in Santa Monica?
32 investment adviser representatives are registered at Abacus Wealth Partners offices in Santa Monica, California, according to the SEC's Investment Adviser Public Disclosure records, out of 50 nationwide. 21 list the CFP designation and 0 are also registered as broker representatives.
Is Abacus Wealth Partners one of the largest advisor employers in Santa Monica?
Abacus Wealth Partners ranks number 2 in Santa Monica by registered advisors; Gerber Kawasaki Wealth & Investment Management has the most, with 37.
How do I check a Abacus Wealth Partners advisor in Santa Monica?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Abacus Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.