Recognition & Growth
In the Spotlight
Our team members are thought leaders in the top tier of our profession. We’re always learning and striving for new heights.
2025 RIA Edge 100
Wealthmanagement.com
This ranking was provided by WealthManagement.com, RIA Edge, Wealth Management IQ, and ISS Market Intelligence in 2025. Abacus Planning Group did not pay any compensation to be considered for the ranking.
WealthManagement.com provides information, editorial insight, and analysis tailored toward financial advisor and wealth professional client activities, management practices and gathering of assets. WealthManagement.com also provides marketing services and multi-media channels to promote and communicate product, brand, and career opportunities to financial advisors and wealth professionals. Abacus Planning Group is not affiliated with WealthManagement.com. WealthManagement.com does not endorse Abacus Planning Group or any of its representatives.
Top 1200 Financial Advisors 2025
Barron’s
This ranking was provided by Barron’s in 2025. Abacus Planning Group did not pay any compensation to be considered for the ranking.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s “America’s Top 1,200 Financial Advisors” bases their rankings upon data provided by individual advisers and their firms, including submissions by Abacus Planning Group. Barron’s confirms that data via regulatory databases, crosschecks with securities firms and conversations with individual advisers. Abacus Planning Group is not an affiliate of Barron’s. Abacus Planning Group applied for consideration, and the result was independently granted. Abacus Planning Group is not affiliated with Barron’s. Barron’s does not endorse Abacus Planning Group or any of its representatives.
2025 FPA Money.com Best Women Financial Planners
FPA and Money.com
This ranking was provided by FPA and Money.com in 2025. Abacus Planning Group did not pay any compensation to be considered for the ranking. Abacus Planning Group is not affiliated with FPA or Money.com. FPA and Money.com do not endorse Abacus Planning Group or any of its representatives.
2024 Barron’s Top Women Advisors
Barron’s
This ranking was provided by Barron’s in 2024. Abacus Planning Group did not pay any compensation to be considered for the ranking.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s “2024 Top Women Financial Advisors” bases their rankings upon data provided by individual advisers and their firms, including submissions by Abacus Planning Group. Barron’s confirms that data via regulatory databases, crosschecks with securities firms and conversations with individual advisers. Abacus Planning Group is not an affiliate of Barron’s. Abacus Planning Group applied for consideration, and the result was independently granted. Abacus Planning Group is not affiliated with Barron’s. Barron’s does not endorse Abacus Planning Group or any of its representatives.
FA Magazine Top RIA 2024
Financial Advisor Magazine
This ranking was provided by Financial Advisor Magazine in 2024. Abacus Planning Group did not pay any compensation to be considered for the ranking. Abacus Planning Group is not affiliated with Financial Advisor Magazine. Financial Advisor Magazine does not endorse Abacus Planning Group or any of its representatives.
2024 FPA Money.com Best Financial Planners
FPA and Money.com
This ranking was provided by FPA and Money.com in 2024. Abacus Planning Group did not pay any compensation to be considered for the ranking. Abacus Planning Group is not affiliated with FPA or Money.com. FPA and Money.com do not endorse Abacus Planning Group or any of its representatives.
2023 Quality Business Award
Quality Business Awards
This ranking was provided by Quality Business Awards in 2023. Abacus Planning Group did not pay any compensation to be considered for the ranking. Abacus Planning Group is not affiliated with Quality Business Awards. Quality Business Awards does not endorse Abacus Planning Group or any of its representatives.