Industry Recognition
Financial Advisor Magazine
RIA Survey & Ranking 2017-2025
Last Received July 2025 based on 12/31/24 data. Prior rankings were published in July or August of each ranking year and were based on 12/31 data of the previous year. FA Magazine conducted the survey. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.
ColoradoBiz
Best Wealth Management/Financial Planner 2023
Halbert Hargrove was recognized as a Runner Up in the Best Wealth Management/Financial Planner category by ColoradoBiz magazine. Last received June 2023 based on data submitted directly to ColoradoBiz November 2022 through February 17, 2023. Third party research company DataJoe, LLC tallied nominations and companies that received the most votes in each category were published. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.
Investment News
Investment News Women to Watch Ascension Award Winner 2022
Last Received November 2022 based on 12/31/21 data. Investment News conducted the research for the award. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.
Financial Planning
RIA Leaders: Top 150 Fee-Only RIA Firms 2022-2024
Last received November 2024 based on SEC Form ADV filings reviewed in September 2024. Prior rankings were published in October of each ranking year and were based on SEC Form ADV filings reviewed in July of the ranking year. Financial Planning’s data partner, COMPLY, assisted with the 2024 and 2023 rankings. FP’s data partner for the 2022 ranking was RIA in a Box. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.
Investment News
Best Places to Work for Financial Advisors 2020-2025(1)
Last received March 2025 based on survey submitted 09/27/2024 using 2023-2024 data. Investment News conducted the survey. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.
Financial Planning
The 52 Best RIAs to Work For 2024
Last received December 2024 based on survey submitted 09/20/2024 using 2023-2024 data. Financial Planning conducted the survey and its data partner, Best Companies Group, assisted with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.