Award Disclosures

Celebrating our firm and individuals who have been recognized by the industry.

2025 Awards

2025 Real Leaders Top Impact Companies

The 2025 Real Leaders Top Impact Companies award was given to Abacus Wealth Partners on Thursday, January 2, 2025. 

This award is given by the same company that awarded the 2024 Real Leaders of Impact Investing Award (March 26, 2024), the 2024 Real Leaders Top Impact Companies award (Oct 24, 2023), and the 2023 Real Leaders Top Impact Companies award (Sept 15, 2022).

Abacus Wealth Partners, LLC (Abacus) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. Awards and recognition by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Abacus is engaged, or continues to be engaged, to provide financial and investment advisory services; nor should they be construed as a current or past endorsement of Abacus or its representatives by any of its clients. Abacus, or its representatives, have paid a fee to participate in some of the surveys. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Any past performance information contained herein, directly or indirectly, if any, is not indicative of future results.

Abacus’ Marketing Department remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Methodology: 

The Top Impact Companies rank for-profit, privately owned companies based on their 3-year compound annual growth rate (CAGR), 2023 gross annual revenue, and I.M.P.A.C.T metrics. 

Winners are ranked by total score and then are sorted by industry in the magazine. In addition to the overall award, there are also 6 additional award categories your company can win.

I.M.P.A.C.T metrics are  defined by Top Impact Companies as:

Intention – Mission statement is intentional and clearly communicated

Model – Models are innovative to grow business

People – Attract and retain like-minded employees who value your mission.

Accountability – Transparency with clients

Collaboration – Assessment of collaborations through the year

Transformation – Fastest growth during a difficult period of time from 2020 to 2023.

Women We Admire Top 50 Women Leaders of South Dakota for 2025 - Hannah Entenman, CFP®

Women We Admire’s Top 50 Women Leaders of South Dakota for 2025 was given to Hannah Entenman, CFP® on August 4, 2025. 

Abacus Wealth Partners, LLC  is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability. Awards and recognition by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Abacus Wealth Partners is engaged, or continues to be engaged, to provide financial and investment advisory services; nor should they be construed as a current or past endorsement of Abacus Wealth Partners or its representatives by any of its clients. Neither Abacus Wealth Partners, nor its representatives, paid an application fee to participate in some of the surveys, but the investment professional did pay an organization membership fee, which allowed them to be listed on the first page of the article.  Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Any past performance information contained herein, directly or indirectly, if any, is not indicative of future results.

For questions: Abacus Wealth Partners’ Director of Marketing remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. 

Methodology:

The Top Women We Admire receives hundreds of nomination submissions and they also perform their own research. From that vetted candidate pool, they further evaluate to ultimately arrive at those who are selected. The professionals are selected based on their current role and previous career experience.

2024 Awards

Los Angeles Business Journal Women of Influence: Finance 2024 - Neela Hummel, CFP®

The Los Angeles Business Journal’s Women of Influence: Finance 2024 recognition was awarded to Neela Hummel, CFP® on January 19th, 2024.

Abacus Wealth Partners, LLC [“Abacus”] is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. Awards and recognition by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Abacus is engaged, or continues to be engaged, to provide financial and investment advisory services; nor should they be construed as a current or past endorsement of Abacus or its representatives by any of its clients. Neither Abacus, nor its representatives, paid a fee to participate in some of the surveys. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Any past performance information contained herein, directly or indirectly, if any, is not indicative of future results.

Methodology: The professionals featured in these pages did not pay to be included. Their profiles were drawn from nomination materials submitted to the Los Angeles Business Journal. Those selected for inclusion were reviewed by the editorial department. The professionals were chosen based on a demonstration of impact made on the profession and on the Los Angeles community.

2024 Real Leaders of Impact Investing

The 2024 Real Leaders of Impact Investing award was given to Abacus Wealth Partners on March 26, 2024. This award is given by the same company that awarded the 2024 Real Leaders Impact Award (Oct 24, 2023) and the 2023 Real Leaders Impact Award (Sept 15, 2022).

Abacus Wealth Partners, LLC (Abacus) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. Awards and recognition by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Abacus is engaged, or continues to be engaged, to provide financial and investment advisory services; nor should they be construed as a current or past endorsement of Abacus or its representatives by any of its clients. Neither Abacus, nor its representatives, paid a fee to participate in some of the surveys. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Any past performance information contained herein, directly or indirectly, if any, is not indicative of future results.

Abacus’ Marketing Department remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Methodology:

Real Leaders nominated wealth management companies that applied for the 2023 Real Leaders Impact Awards.  

2024 Real Leaders Top Impact Companies

The 2024 Real Leaders Top Impact Companies was given to Abacus Wealth Partners on October 24, 2023. This award is given by the same company that awarded the 2023 Real Leaders Top Impact Companies award (Sept 15, 2022).

Abacus Wealth Partners, LLC (Abacus) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. Awards and recognition by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Abacus is engaged, or continues to be engaged, to provide financial and investment advisory services; nor should they be construed as a current or past endorsement of Abacus or its representatives by any of its clients. Abacus, or its representatives, paid a fee to participate in some of the surveys. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Any past performance information contained herein, directly or indirectly, if any, is not indicative of future results.

Abacus’ Marketing Department remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Methodology

The Top Impact Companies rank for-profit, privately owned companies based on their 3-year compound annual growth rate (CAGR), 2023 gross annual revenue, and I.M.P.A.C.T metrics. 

Winners are ranked by total score and then are sorted by industry in the magazine. In addition to the overall award, there are also 6 additional award categories your company can win.

I.M.P.A.C.T metrics are  defined by Top Impact Companies as:

Intention – Mission statement is intentional and clearly communicated

Model – Models are innovative to grow business

People – Attract and retain like-minded employees who value your mission.

Accountability – Transparency with clients

Collaboration – Assessment of collaborations through the year

Transformation – Fastest growth during a difficult period of time from 2020 to 2023.

Investment News Rising Stars 2024 - Daria Victorov, CFP®

Investment News Rising Stars 2024 recognition was given to Daria Victorov, CFP® on November 20, 2024.

Abacus Wealth Partners, LLC (Abacus) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. Awards and recognition by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Abacus is engaged, or continues to be engaged, to provide financial and investment advisory services; nor should they be construed as a current or past endorsement of Abacus or its representatives by any of its clients. Neither Abacus, nor its representatives, paid a fee to participate in some of the surveys. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Any past performance information contained herein, directly or indirectly, if any, is not indicative of future results. 

Methodology: In July 2024, InvestmentNews invited financial advice and wealth management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list.  

Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth management, with a clear passion for the industry. Nominees were asked about their current role, key achievements, and career goals, as well as the contributions they’ve made to shaping the industry. Recommendations from managers and senior industry professionals were also taken into account. The Rising Stars were determined by an independent panel of industry leaders.

Abacus’ Marketing Department remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

2023 Awards

Financial Advisor America's Top RIAs 2023

The Financial Advisor America’s Top RIAs 2023 ranking  was given to Abacus Wealth Partners on July 24, 2023. 

Abacus Wealth Partners, LLC (Abacus) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. Awards and recognition by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Abacus is engaged, or continues to be engaged, to provide financial and investment advisory services; nor should they be construed as a current or past endorsement of Abacus or its representatives by any of its clients. Neither Abacus, nor its representatives, paid a fee to participate in some of the surveys. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Any past performance information contained herein, directly or indirectly, if any, is not indicative of future results.

Methodology: The annual list of America’s Top RIAs rankings is compiled based on assets under management at the year-end of independent RIA firms that file their own ADV with the SEC. Only firms with AUM exceeding $500 million as of December 31, 2022, are included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million are included in the expanded online RIA survey.” (From Email Notification from FA)

Abacus’ Marketing Department remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

2023 NAPFA Foundation Pro Bono Service Award

The 2023 NAPFA Foundation Pro Bono Service Award was given to Abacus Wealth Partners on March 21, 2023. 

Abacus Wealth Partners, LLC [“Abacus”] is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. Awards and recognition by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Abacus is engaged, or continues to be engaged, to provide financial and investment advisory services; nor should they be construed as a current or past endorsement of Abacus or its representatives by any of its clients. An application fee was not paid by Abacus to be considered for the award, but Abacus did pay a membership fee as part of the normal NAPFA Foundation membership. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Any past performance information contained herein, directly or indirectly, if any, is not indicative of future results.

Methodology: The National Association of Personal Financial Advisors (“NAPFA”) invited planners and financial planning firms across the country to apply, or nominate a firm for,  a NAPFA Award (6 different awards in total). Abacus applied for and received the NAPFA Foundation Pro Bono Service Award. A committee established by the NAPFA Foundation Board of Trustees reviews the nominees submitted by the NAPFA membership. The awards committee summarizes the nominees’ and their qualifications to the NAPFA Foundation Board of Trustees for consideration. The NAPFA Foundation board may select a candidate as presented, narrow the list, and/or request from the nominees additional information on their pro-bono efforts for a final review and vote. Criteria considered by the committee are:

Scope

  • How many volunteer hours were provided and/or the number of individuals served? 
  • When did the service begin, how long did it take, and how often does it occur? 
  • What level of commitment did the nominee demonstrate to their pro bono engagement?

Impact

  • How has the nominee influenced the lives of the recipients of the pro bono services?
  • Has the nominee been recognized by others as being dedicated to achieving desired outcomes through their contribution of pro bono volunteer service?
  • What would the recipients of the service(s) say about the nominee?

Additional Eligibility Guidelines

  • Volunteer involvement must be current and ongoing as of the last 12 months.
  • Activities must have included pro bono financial advice and guidance, preferably one-on-one for underserved populations, (e.g., low income, social service agency clients, military personnel/veterans and families, individuals in a crisis situation such as domestic violence survivors, people affected by a natural disaster, college students, serious medical diagnosis, bankruptcy, etc.).
  • Current NAPFA Foundation Board of Trustees are not eligible.

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