We are the ABD Team. Our 250+ risk and reward advisors are dedicated to helping you understand the relationship between risks and rewards—so that you can strike the right balance to achieve your goals. We partner with organizations of all sizes to help them develop strategies and tactics that fit their unique culture, taking care of the details so that they can stay focused on building success. Headquartered in San Mateo, with offices in San Francisco, San Jose, San Rafael, Roseville, Lodi, Walnut Creek, and Seattle, ABD has a history that spans over 75 years. Many of our risk and reward advisors have been recognized as the best and the brightest in the insurance and financial services industries. Our practice areas include Employee Benefits programs, 401k and Retirement Services, Wholesale Benefits, Property & Casualty insurance, Executive Protection, Private Client Services, and more.
| Website | http://www.theabdteam.com |
| Revenue | $22.3 million |
| Employees | 149 (9 on RocketReach) |
| Founded | 2012 |
| Technologies |
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| Industry | Insurance, Retirement, Employee Benefits, D&O, Property & Casualty, Workers Compensation, E&O, Life Sciences |
| Web Rank | 4 Million |
| Keywords | Risk Management, Risk Mitigation, Return On Investment, Financial Advisory, Due Diligence, Investment Consulting, Compliance Advisory, Risk Assessment, Corporate Governance, Strategic Planning, Mergers And Acquisitions, Portfolio Management, Transaction Advisory, Wealth Management, Regulatory Compliance, Business Consulting, Financial Modeling, Financial Planning, Valuation Services |
| Competitors | J.P. Morgan, Bank of America Merrill Lynch, Goldman Sachs, Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Raymond James, E*TRADE Bank c/o E*TRADE Financial, LLC, TD Ameritrade +40 more (view full list) |
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The ABD Team Questions
The The ABD Team annual revenue was $22.3 million in 2026.
Frances Lisius is the Senior Vice President, Account Executive of The ABD Team.
9 people are employed at The ABD Team.
The ABD Team is based in San Mateo, California.
Top The ABD Team Employees
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Frances Lisius
Senior Vice President, Account Executive at The ABD Team
San Mateo, CA, US14 -
Peter Vu
Vice President, Senior Technical Consultant at The ABD Team
Walnut Creek, CA, US12 -
55+
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Courtney Kretz-Massa
Account Manager at The ABD Team
Santa Rosa, CA, US33 -
Danielle Sturla
Account Manager at The ABD Team
Petaluma, California, United States25 -
Janet Thomas
Marketing and Surplus Lines Analyst at The ABD Team
Santa Rosa, CA, US21 -
Charmain Gardner
Account Executive at The ABD Team
San Jose, CA, US11
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