September 1, 2015 (LONG BEACH, CA) – Halbert Hargrove, the independent registered investment advisory firm, earned a place in the top echelon of Registered Investment Advisors (RIAs) in Financial Advisor’s 2015 RIA Survey and Ranking. Financial Advisor recognized the largest RIA firms based on their 2014 year-end assets under management. Halbert Hargrove was named in the survey’s $1 Billion and Over asset category and was ranked #47 out of 562 participating firms across the U.S.
To qualify for consideration for the 2015 RIA Survey and Ranking, advisors were required to be registered with the U.S. Securities and Exchange Commission, provide financial planning and related services to individual clients, and complete a Financial Advisor survey.*
“I’m proud of how we’re continuing to grow effectively, driving processes and excellence across the firm,” said JC Abusaid, Halbert Hargrove’s president and chief operating officer.
“At Halbert Hargrove, we distinguish ourselves from our peers in serving as fiduciary investment counselors and wealth advisors to the quietly wealthy. Our firm’s culture places a strong value on seeking ways to improve how we work with clients. But first and foremost, our priority is staying true to our fiduciary commitment to each client.”
About Halbert Hargrove
Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations, and trusts. Founded in 1933, Halbert Hargrove is headquartered in Long Beach, CA. For more information on Halbert Hargrove, please visit www.halberthargrove.com.
*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.