Abacus Wealth Partners

Abacus Wealth Partners

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429 Santa Monica Blvd. Suite 500

Santa Monica, CA 90401

888-422-2287

abacuswealth.com

No. advisers: 55

AUM: $2,148,765,927

Asset Breakdown

Staff
Employees 55
Clients
High-net-worth individuals 26-50%
Financial planning clients 101-250
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees Yes
Total AUM Total Accounts Avg. Account AUM
Discretionary $2,020,081,685 4,823 $418,843
Non-discretionary 128684242 572 $224,972
Total $2,148,765,927 5,395 $398,288

College costs can sink parents, too

April 6, 2019 - Beth Greulich, financial adviser at Abacus Wealth Partners, has seen parents' joy at having their child accepted to Brown University or the University of Southern California quickly turn to anxiety. "Our child is in ecstasy, but where is the money going...

TD Ameritrade announces three finalists in its first fintech competition

November 27, 2018 - TD Ameritrade Institutional announced three finalists Tuesday in its first fintech competition, called Innovation Quest, spotlighting new tools in risk assessment, financial literacy and voice-activated assistance. The three finalists, chosen from 135...

Orion aids advisers who want to add alternative investments

March 5, 2018 - Financial advisers can now use Orion Advisor Services' portfolio accounting tool to show clients their private assets as easily as their public holdings. The company's latest feature, Alternative Investment Platform, lets advisers track and maintain investment...

Is technology helping advisers assess risk?

March 1, 2018 - One of the many lessons advisers learned from the 2008 market crash was how poorly aligned portfolios were with clients' appetite for losses. In the decade since, entrepreneurs have tried to address the gap with technology, promising to replace subjective...

Fintech looks to the future of financial advice at T3

February 8, 2018 - If the theme of the 2017 T3 Conference was the fiduciary rule, 2018 was all about the future of financial advice. Following a presentation Wednesday morning by Ric Edelman, the founder and executive chairman of Edelman Financial Services, on exponential...

Forget bingo! More Americans are working part-time in retirement

May 6, 2017 - Mandy Hummel needed a change. A resident of Grass Valley, Calif., located outside Sacramento in the foothills of the Sierra Nevada mountains, Ms. Hummel had spent the last several years of her career working in customer service for a company that manufactures...

Confidence: How you can give it to young financial advisers and watch them run with it

March 16, 2017 - Our fourth annual 40 Under 40 project is under way, and we need your help to uncover top young talent in financial advice. InvestmentNews' goal each year is to find the stories that inspire the industry and illuminate its clearest path to future success,...

Why advisers should update at least one tech system every year

March 2, 2017 - Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience. "Advisers should be looking to move one new major technology system every...

Hillary Clinton vs. Donald Trump: Who are you voting against?

September 25, 2016 - Hillary Clinton and Donald Trump will face a lot of skepticism from financial advisers as they square off Monday in the first presidential debate. Reflecting the polarization and bitterness permeating the campaign, many advisers indicated in an InvestmentNews...

Advisers face big challenges in helping clients prepare for health-care costs in retirement

September 18, 2016 - Health-care costs are the great unknown of retirement. Not only are health expenses rising quickly overall, but medical needs and conditions vary dramatically from person to person. There are several moving parts, from combinations of different health-insurance...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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