Disclaimer
The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.
Methodology
Financial Planning accepted applications from any RIA registered with the SEC — whether for-profit or nonprofit — that met three conditions: Each firm must have at least 10 employees in the United States, must have a facility within the country and must have been in business for at least one year. Working with Best Companies, Financial Planning surveyed financial professionals across the country about their firms’ leadership, culture, pay and benefits, training, work environment, engagement, communications and other factors. Separately, Best Companies evaluated each firm’s workplace policies, practices, benefit programs, philosophy, systems and demographics. The measurements from the survey and evaluation were combined to calculate an overall score for each firm. The scores were tallied up from lowest to highest to create the ranking.