Matthew
Rivera
Abacus Wealth Partners
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About this Advisor
Matthew Rivera is a chartered financial analyst based in San Mateo, California with 6 years of relevant experience. Rivera is an employee of Abacus Wealth Partners. Over the course of their career, they have held roles at Rs Investments, Guardian Investor Services, LLC, Rs Funds Distributor LLC, Abacus Wealth Partners, N/A and Victory Capital Management. Rivera maintains a Series 63 license, designating them as a securities representative, and is registered to advise clients in California. Abacus Wealth Partners is a registered investment firm based out of Santa Monica, CA. The company has offices in 15 locations and a total of 71 employees. It has $3 billion in total assets across its 5,553 accounts, making it one of the largest firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 5,553 client accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Abacus Wealth Partners can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abacus Wealth Partners Brokerage Details
$2,834,445,228
71
5,553
$510,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Matthew Rivera Work History
Matthew has been registered as a financial advisor for 6 years.*
Abacus Wealth Partners
N/A
Rs Funds Distributor LLC
Rs Investments
Victory Capital Management
Guardian Investor Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Rivera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abacus Wealth Partners
Santa Monica, CA
Sebastopol, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
San Mateo, CA
Santa Monica, CA
Santa Monica, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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