Halbert Hargrove ranked 54th on the 2024 list of 100 top-rated financial advisory firms in the country
LONG BEACH, Calif., Oct. 4, 2024 /PRNewswire-PRWeb/ — Halbert Hargrove, a fiduciary investment management and wealth advisory firm with $3.1B in assets under management (AUM) as of December 31, 2023, was named as one of CNBC’s top financial advisory firms in 2024 for the sixth consecutive year. The CNBC FA 100 list recognizes advisory firms that help clients navigate financial decisions.
“Being recognized by CNBC as one of the top financial advisory firms in the country for the sixth consecutive year underscores our dedication to excellence,” said JC Abusaid, CEO of Halbert Hargrove. “At Halbert Hargrove, we prioritize the needs and goals of our clients, and this honor reflects our commitment to them.”
The rankings of the sixth annual FA list are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to the total number of employees, and discretionary and total AUM. This list gives investors access to the advisory firms deemed best at helping clients navigate their financial lives.
“Our employees are the heart and soul of Halbert Hargrove,” said Kelli Kiemle, Managing Director of Growth and Client Experience at Halbert Hargrove. “This recognition is a testament to their dedication, knowledge, and the genuine care they bring to client interactions.”
Earlier this year, Halbert Hargrove was named one of InvestmentNews Best Places to Work for Financial Advisors in 2024, ranking 14th on the list of companies with 30-49 employees. The InvestmentNews survey was based on information submitted 10/17/2023 using 2022-2023 data. For more details on Halbert Hargrove’s rankings, please visit https://www.halberthargrove.com/industry-awards/.
Halbert Hargrove has ten offices across the country, with a total of 50 employees. In addition to its Long Beach headquarters, locations include San Diego and Costa Mesa, California; Boulder and Denver, Colorado; Bellevue, Washington; Scottsdale, Arizona; Eugene, Oregon; and The Woodlands and Houston, Texas.
