Abacus Planning Group named to Wealth Manager Magazine’s top wealth managers for fifth consecutive year.

Firms selected for the Wealth Manager Magazine list had to be registered investment advisors with their own IARD/CRD numbers.  Half of their clients had to be individuals or high net worth individuals as defined by the SEC. The firms had to offer financial planning services. Banks, broker-dealers and trust companies were not eligible. Firms included discretionary and nondiscretionary assets under management, plus various other assets not reported on Form ADV for which they received a management or advisement fee. Excluded from the AUM calculation were commission products, broker account assets and any assets for which firms received a trail or ongoing service commission. The ranking was determined by dividing this final AUM figure by the number of client relationships reported.