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.
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 $500 million as of December 31, 2022, are included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million are included in the expanded online RIA survey.