Awards & Recognition
Celebrating our firm and individuals who have been recognized by the industry.
Featured 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.
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.
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.
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.
Awards & Recognition
2026 Awards
2026 Real Leaders Top Impact Companies
The Real Leaders 2026 Top Impact Companies award was given to Abacus Wealth Partners on Tuesday, September 9, 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 (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: Honorees were selected through a rigorous evaluation process measuring three-year growth, 2024 revenue performance, and each company’s submitted impact application detailing how they are transforming their industries for the better. The result is a curated list of innovative organizations redefining what it means to lead with purpose at scale.
Los Angeles Business Journal Women of Influence: Finance 2026 - Neela Hummel, CFP®
The Los Angeles Business Journal’s Women of Influence: Finance 2026 recognition was awarded to Neela Hummel on January 20th, 2026. This award is given by the same company that awarded the Los Angeles Business Journal Women of Influence: Finance 2024 to Neela Hummel (January 19, 2024) and the Los Angeles Business Journal Women of Influence: Finance 2024 to Neela (January 25, 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.
Abacus’ Marketing Department remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
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.
2026 MO 100 Top Impact CEO Ranking
The 2026 MO 100 Impact CEO Ranking was given to Neela Hummel on January 7th, 2026 by Big Path Capital. This award is given by the same company that awarded the 2024 MO 100 Impact CEO Ranking to Mary Beth Storjohann and Neela Hummel (February 13, 2024), the 2023 MO 100 Impact CEO Ranking to Mary Beth Storjohann (March 1, 2023), and the 2022 MO Top 100 Impact CEOs to Brent Kessel (April 4, 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: Companies will be ranked based on their “Force for Good” Score. The formula for Force is Velocity x Mass (Big Path Capital uses a company’s Growth Rate x Revenue). If the applicant has taken the B Impact Assessment [“BIA”], a default score will be applied derived from an average BIA score of the applicant pool. This provides the “Good” score. The Force for Good Score is the product of Big Path Capital’s 1-Year Sales Growth % x Revenues x the BIA or default score. The Big Path Impact CEO Ranking utilizes the BIA, the impact standard developed by the non-profit B Lab and used by more than 50,000 companies globally, as a way to credibly assess the holistic impact of companies. Impact companies that have not yet taken the BIA may still apply for the Big Path Impact CEO Ranking.
Los Angeles Business Journal’s LA500 2026 - Neela Hummel
The Los Angeles Business Journal’s LA500 2026 recognition was awarded to Neela Hummel on April 2nd, 2026. This award is given by the same company that awarded the Los Angeles Business Journal Women of Influence: Finance 2026 to Neela Hummel (January 20, 2026).
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: The professionals featured in these pages did not pay to be included. Those selected for inclusion were reviewed by the editorial department. The professionals were chosen based on a demonstration of impact on their respective fields.
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.
Investment News Hot List 2025 - Neela Hummel, CFP®
Investment News Hot List 2025 was given to Neela Hummel, CFP® on August 26, 2025.
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, or its representatives, have paid a fee to participate in the survey. 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 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:
In July 2025, InvestmentNews invited wealth professionals from across the country to nominate their most exceptional leaders for the third annual Hot List. After receiving hundreds of nominations, InvestmentNews narrowed the list down to 100 movers and shakers whose contributions have helped shape the wealth industry over the past 12 months, from innovators at the forefront of change, to leaders who are transforming the way the industry does business.
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.
North Bay Business Journal Forty Under 40 Award for 2024 - Rose Brink-Capriola
The North Bay Business Journal Forty Under 40 Award for 2024 award was given to Rose Brink-Capriolla on March 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 North Bay Business Journal. Those selected for inclusion were reviewed by the editorial staff on the basis of their leadership in companies and organizations across the North Bay. Winners must be under the age of 40 as of the date of publication and must live or work in Marin, Napa, Solano or Sonoma counties.
2024 MO 100 Impact CEO Ranking - Neela Hummel and Mary Beth Storjohann
The 2024 MO 100 Impact CEO Ranking was given to Mary Beth Storjohann and Neela Hummel on February 13th, 2024 by Big Path Capital. This award is given by the same company that awarded the 2023 MO 100 Impact CEO Ranking to Mary Beth Storjohann (March 1, 2023), and the 2022 MO Top 100 Impact CEOs to Brent Kessel (April 4, 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: Companies will be ranked based on their “Force for Good” Score. The formula for Force is Velocity x Mass (Big Path Capital uses a company’s Growth Rate x Revenue). If the applicant has taken the B Impact Assessment [“BIA”], a default score will be applied derived from an average BIA score of the applicant pool. This provides the “Good” score. The Force for Good Score is the product of Big Path Capital’s 1-Year Sales Growth % x Revenues x the BIA or default score. The Big Path Impact CEO Ranking utilizes the BIA, the impact standard developed by the non-profit B Lab and used by more than 50,000 companies globally, as a way to credibly assess the holistic impact of companies. Impact companies that have not yet taken the BIA may still apply for the Big Path Impact CEO Ranking.
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
Los Angeles Business Journal’s Women of Influence: Finance 2023 - Neela Hummel
The Los Angeles Business Journal’s Women of Influence: Finance 2023 recognition was awarded to Neela Hummel on January 25th, 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.
Abacus’ Marketing Department remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
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 and chosen based on a demonstration of impact made on the profession and on the Los Angeles community.
Bohemian Best of the North Bay 2023: Best Financial Advisor - Sonoma
The Bohemian Best of the North Bay 2023 for Best Financial Advisor – Sonoma recognition was awarded to Abacus Wealth Partners on March 21, 2023. This award is given by the same company that awarded the Bohemian Best of the North Bay 2022 for Financial Advisor on March 24, 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. 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: Bohemian readers nominate their favorite local spots and standouts. Readers then decide the winners by choosing from top finalists in nearly 50 categories across Sonoma and Napa Counties.
2023 MO 100 Impact CEO Ranking - Mary Beth Storjohann
The 2023 MO 100 Impact CEO Ranking was given to Mary Beth Storjohann on March 1st, 2023 by Big Path Capital. This award is given by the same company that awarded the 2022 MO Top 100 Impact CEOs to Brent Kessel (April 4, 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: Companies will be ranked based on their “Force for Good” Score. The formula for Force is Velocity x Mass (Big Path Capital uses a company’s Growth Rate x Revenue). If the applicant has taken the B Impact Assessment [“BIA”], a default score will be applied derived from an average BIA score of the applicant pool. This provides the “Good” score. The Force for Good Score is the product of Big Path Capital’s 1-Year Sales Growth % x Revenues x the BIA or default score. The Big Path Impact CEO Ranking utilizes the BIA, the impact standard developed by the non-profit B Lab and used by more than 50,000 companies globally, as a way to credibly assess the holistic impact of companies. Impact companies that have not yet taken the BIA may still apply for the Big Path Impact CEO Ranking.
Investopedia 100 Top Financial Advisors of 2023 - Mary Beth Storjohann
The Investopedia 100 Top Financial Advisors of 2023 award was given to Abacus Wealth Partners on July 11, 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. 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 annual Investopedia 100 list honors independent U.S.-based financial advisors who have demonstrated top-of-the-industry skills in the following critical areas:
- Reach: defined as the domain authority of their personal blog or website, followers across socials, and podcasts.
- Commitment to financial literacy: Measured by the advisor’s participation in workshops, programs, nonprofits or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.
- Community support: measured through peer nominations by industry professionals outside of their own firms, as well as the advisor’s presence and engagement with others in the financial planning industry.
Each advisor CRD number is checked for validity, and each application was checked for accuracy and quality. Final scores were tabulated according to weights designated for each of the criteria above.
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.
2022 Awards
The Bohemian Best of the North Bay 2022: Best Financial Advisor - Sonoma
The Bohemian Best of the North Bay 2022: Best Financial Advisor -Sonoma recognition was awarded to Abacus Wealth Partners on March 24, 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. 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:Bohemian readers nominate their favorite local spots and standouts. Readers then decide the winners by choosing from top finalists in nearly 50 categories across Sonoma and Napa Counties.
2022 MO 100 Impact CEO Ranking - Brent Kessel
The 2022 MO 100 Impact CEO Ranking was given to Brent Kessel on April 16, 2022 by Big Path Capital.
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: Companies will be ranked based on their “Force for Good” Score. The formula for Force is Velocity x Mass (Big Path Capital uses a company’s Growth Rate x Revenue). If the applicant has taken the B Impact Assessment [“BIA”], a default score will be applied derived from an average BIA score of the applicant pool. This provides the “Good” score. The Force for Good Score is the product of Big Path Capital’s 1-Year Sales Growth % x Revenues x the BIA or default score. The Big Path Impact CEO Ranking utilizes the BIA, the impact standard developed by the non-profit B Lab and used by more than 50,000 companies globally, as a way to credibly assess the holistic impact of companies. Impact companies that have not yet taken the BIA may still apply for the Big Path Impact CEO Ranking.
LGBTQ Great: Top 100 Gamechangers 2022 - Christopher Stroup
The LGBTS Great’s Top 100 Gamechangers 2022 award was given to Christopher Stroup on June 1, 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: To achieve a place in the Top 100 Gamechangers, each person has to be nominated and had to demonstrate consistent involvement in diversity, equity and inclusion work, evidence their notable contributions and achievements, and demonstrate how they have inspired others.
Real Leaders Top Impact Companies 2022
The Real Leaders Top Impact Companies 2022 award was given to Abacus Wealth Partners on October 13, 2021.
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: This year’s ranking took into account how the pandemic affected the global economy. To allow more room to demonstrate growth, they looked at each company’s 5-year growth rate. Companies were ranked on their Force for Good score, which considers 5-year growth rate multiplied by 2020 revenue multiplied by their impact score.
Advisory HQ Best Financial Advisors in Los Angeles, CA in 2022-2023
The Advisory HQ Best Financial Advisors in Los Angeles, CA in 2022-2023 award was given to Abacus Wealth Partners on November 8, 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, 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: To generate a more reflective ranking of the best rated financial advisory and wealth management firms, AdvisoryHQ went beyond just analyzing AUM, revenue, and the size of an advisory firm. After developing a comprehensive list of firms, the review team then applies the initial methodology filters to narrow down the list to identified firms. AdvisoryHQ’s methodology logic is “fee-only” centric. AdvisoryHQ’s methodology is focused on identifying, ranking, and presenting the top-rated, fee-only wealth advisors and investment managers.
Initial Filters:
- Fee structure (fee-only vs. fee-based vs. commission-based structures)
- Fiduciary duty
- Independence (a situation that minimizes conflict of interest issues)
- Scale of innovation
When performing their deep-dive assessment and due diligence, the team applies the following selection filters:
- Resource availability
- Experience level
- Transparency
- Customized services
- Quality of advisor’s website
- Open door policy
- Audience
The selection filters outlined above are the only selection filters they currently accommodate.
2021 Awards
B Corp 2021 Best for the World Recognition
The B Corp Best for the World 2021 recognition was given to Abacus Wealth Partners on July 14, 2021.
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 pays an annual fee to undergo the B Corp recertification process. 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 B Global Network and B Corp community recognize the B Corps globally whose B Impact Assessment scores rank in the top 5% of their company size track across one of more of the five impact areas evaluated on the Assessment – community, customers, environment, governance, and workers.
