IN THE LONG RUN,
EXCELLENCE
INVARIABLY WINS

About Halbert Hargrove

WE BELIEVE IN
BUILDING GREAT
RELATIONSHIPS

We are an employee-owned firm that has strategically grown from a trusted family business. Over the decades, we’ve steadily fought to defend our clients’ legacies. Today, we’re promoting a new generation of leadership. Our principles remain deeply rooted: Family, loyalty, discipline, patient capital, an entrepreneurial spirit, freedom to excel, joy in work done well—and giving back.

60%
Clients
With Us 5 or
More Years
AS OF 12/31/19
19
CFP®
Professionals
AS OF 12/31/19
Our Associates
Stay & Grow with us

10+
Years
Average Employment
AS OF 12/31/19
CLIENTS IN
36
States
AS OF 12/31/19

Our Difference

Awards & Accolades

Our Clientele

From Business Entrepreneurs to Educators to Corporate Professionals, Our Clients Come From a Wide Range of Backgrounds

  • Adobe
  • ADP
  • Alaska Airlines
  • Altria
  • Andeavor
  • Boeing
  • Bristol Meyer Squibb
  • Broadcom
  • Centene
  • Equinix
  • Exxon Mobil
  • GE
  • Google
  • Illumina
  • Ingersoll Rand
  • Intel
  • Kaiser Permanente
  • Marathon Oil
  • Marriott International
  • Merck & Co.
  • Microsoft
  • Motorola
  • Northrup Grumman
  • Occidental Petroleum
  • Oracle
  • PEMCO
  • Procopio
  • Qualcomm
  • Raytheon
  • Southern California Edison
  • Southwest Airlines
  • Texas Instruments
  • The Sobrato Organization
  • Tibco
  • UCHealth
  • United Health
  • United States Navy
  • UPS
  • University of Southern California
  • and more…