Ranks HH one of the Top-Rated Financial Advisory Firms from 2019-2024

Last received October 2024 based on 12/31/2023 data. CNBC enlisted data provider AccuPoint Solutions to assist with ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Disclaimer and Methodology

Women in power are growing…
and so are their assets.

“By 2030, American women are expected to control much of the $30 trillion in financial assets that baby bommers will possess—a potential wealth transfer of such magnitude that it approaches the annual GDP of the U.S. After years of playing second fiddle to men, women are poised to take center stage.”
McKinsey & Company

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