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
The FA Magazine ranking is based on assets under management at the year-end of independent RIA firms that file their own ADV with the SEC. Only firms with AUM exceeding $1 billion as of December 31, 2023, are included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $1 billion are included in the expanded online RIA survey.