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.
Women are unique – and growing – investors.
Whether from the Great Wealth Transfer or the Horizontal Wealth Transfer, women are expected to be the biggest beneficiaries of a $124 trillion seismic socioeconomic transformation that is in the process of changing hands. According to reports and analysts, whether widows or younger generations, by 2048, women are expected to inherit 70% or more of the $124 trillion in wealth – something never before seen in history.
Yet, women have different investing needs. Women are now more educated than men and are chief purchasing officers who control 85% of all household procurement.
But to thrive, you need a skilled advisor who will listen to your thoughts, dreams, desires, and fears: a professional who is interested in creating a true partnership.
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What makes us different: Halbert Hargrove’s investing team.
Halbert Hargrove is a fiduciary, which means we always put your interest first. Our experienced teams are dedicated to creating a financial plan that is tailored to your individual needs. We pride ourselves on our transparency and the ability to have fearless conversations, meaning that you’ll receive objective advice.
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The integrity of our practice is paramount.
Each year, we are assessed by the Centre for Fiduciary Excellence (CEFEX)* to assess that our work is held to the highest standards of fiduciary best practices.
Our process is carefully crafted. Our advisors use a SLCT client discovery process to better understand what matters most to you. For six consecutive years, we’ve been recognized by CNBC on their FA 100 list**.
Our LifePhase Investing® is a disciplined, transparent process that refines your financial plans in concert with your life’s economic phases. Our advisors start with a fearless conversation to understand what matters most to you, your family, and your legacy. Then, we create a goals-based plan relative to your LifePhase, not just your age. Along the way, we’ll consistently monitor your progress and adjust as needed to keep the plan true to you so that you have the peace of mind to enjoy today and tomorrow.
While we serve a wide array of individuals and families, our services are best suited for those with over $1MM in investable assets who want professional advice during significant life changes such as retirement, divorce, or business transitions.
We believe that knowledge – and confidence – is power.
At Halbert Hargrove, we believe in serving the unique needs of women investors. Whether you’re interested in growing your nest egg, planning for retirement, or navigating a period of transition, our experienced advisors are here for you.
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*The CEFEX assessment is based on the international standard, ISO 19011: Guideline for quality management system auditing. The assessment includes document review, client file sampling, on-site visits, a background check, and interviews with senior representatives at the firm. The assessment methodology includes attorney-developed schedules based on regulation. The audit is based on the standard published by fi360, Inc., which can be found by visiting cefex.org/advisor.
**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. View Methodology.
Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results or satisfaction if Halbert Hargrove Global Advisors, LLC (“HH”) is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or HH to receive the ranking. The ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or HH. ANY QUESTIONS: HH’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. HH does not serve as an attorney, accountant, or insurance agent. HH does not prepare legal documents, nor does it sell insurance products.