Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Abacus Wealth Partners financial advisors in Sebastopol, CA

Every SEC-registered investment adviser representative at a Abacus Wealth Partners office in Sebastopol, A to Z.

The short answer

6 registered advisors work at Abacus Wealth Partners in Sebastopol, out of 50 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Abacus Wealth Partners advisors in Sebastopol, A to Z

Every Abacus Wealth Partners advisor →

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

Santa Monica, CA 30Brooklyn, 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 Sebastopol

All Sebastopol advisors →

Willow Creek Wealth Management, Inc. 8Edward Jones 7LPL Financial LLC 3

Questions

How many financial advisors does Abacus Wealth Partners have in Sebastopol?

6 investment adviser representatives are registered at Abacus Wealth Partners offices in Sebastopol, California, according to the SEC's Investment Adviser Public Disclosure records, out of 50 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Abacus Wealth Partners one of the largest advisor employers in Sebastopol?

Abacus Wealth Partners ranks number 3 in Sebastopol by registered advisors; Willow Creek Wealth Management, Inc. has the most, with 8.

How do I check a Abacus Wealth Partners advisor in Sebastopol?

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.