Financial ADVSR advisor directory · SEC adviser records
Abacus Wealth Partners financial advisors in California
Every SEC-registered investment adviser representative at a Abacus Wealth Partners office in California, by city and A to Z.
The short answer
41 registered advisors work at Abacus Wealth Partners in California, out of 50 nationwide; it's the firm's number 1 state by advisors, and the most are in Santa Monica (32). 26 list the CFP designation and 0 are also registered broker representatives.
Abacus Wealth Partners advisors by city in California
Every firm in California →Santa Monica 32Sebastopol 3San Carlos 2Healdsburg 1Long Beach 1San Francisco 1
Abacus Wealth Partners advisors in California, A to Z
Search by name →- Kelly J. AchesonSanta Monica
- Kathleen Barron-AlicanteSanta Monica · Certified Financial Planner
- Emily R. BenedettoSanta Monica · Certified Financial Planner
- Lauren T. BoyesSebastopol
- Gabriel S. BrennerSanta Monica · Certified Financial Planner
- Rose E. Brink-CapriolaSanta Monica · Certified Financial Planner
- Marisa Anh H. BrowneSanta Monica
- Brenda S. ChatmanSanta Monica
- Lalaine CollantesSanta Monica
- Chrysantha CosbySanta Monica
- Tiesha CullinsSanta Monica · Certified Financial Planner
- Jana E. DavisSanta Monica · Certified Financial Planner
- Elise FaurSanta Monica · Certified Financial Planner
- Christopher HabibSanta Monica · Certified Financial Planner
- Cosmo C. HahnSebastopol
- Brittany R. HuieLong Beach
- Neela B. HummelSanta Monica · Certified Financial Planner
- Jo-Anne M. JesseeSanta Monica
- Brenton W. KesselSanta Monica · Certified Financial Planner
- Hallie E. KrausSanta Monica · Certified Financial Planner
- Lara G. LambSanta Monica · Certified Financial Planner
- Ruby D. LambrechtSebastopol
- Deegan C. LeeSanta Monica
- Wilson S. LiSanta Monica · Certified Financial Planner
- Kasey M. McManisSanta Monica · Certified Financial Planner
- Susan OlsonSanta Monica · Certified Financial Planner
- Danielle OnestoSebastopol
- Jason PollensSanta Monica · Certified Financial Planner
- Barrett S. PorterSanta Monica · Certified Financial Planner
- Lindsey S. RafkindSanta Monica · Certified Financial Planner
- Matthew J. RiveraSan Carlos · Certified Financial Planner, Chartered Financial Analyst
- Spencer D. ShermanSebastopol · Certified Financial Planner
- Katherine M. SumnerSanta Monica · Certified Financial Planner
- Christopher L. Vallejo Jr.Santa Monica · Certified Financial Planner
- Daria S. VictorovSan Francisco · Certified Financial Planner
- Katelynn WileyPetaluma · Certified Financial Planner
- Kyle A. WilliamsSanta Monica · Certified Financial Planner
- Aaron WinerSebastopol
- Michael A. WongSanta Monica
- Walter YuSanta Monica
- Alexander N. ZanierCompton · Certified Financial Planner
Abacus Wealth Partners advisors in every state →Abacus Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Abacus Wealth Partners financial advisors are in California?
41 investment adviser representatives are registered at Abacus Wealth Partners offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 50 at the firm nationwide. 26 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Abacus Wealth Partners have the most advisors?
Santa Monica, with 32, then Sebastopol (3). Abacus Wealth Partners has advisors in 6 cities in California.
How do I check a Abacus Wealth Partners advisor in California?
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.