Craig T. Cross - Financial Advisors

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Craig T. Cross

Why I Love My Job

Working with clients who want to talk with us is rewarding. We are in the human nature business. We approach with passion, integrity and empathy.

Craig is a Managing Director and Co-founder of Halbert Hargrove in Long Beach. He has been advising HH clients for more than four decades. Craig loves this work; he especially enjoys “the interactions I’m able to have with a broadly diversified group of truly nice and interesting clients and centers of influence.”

His background includes work with a United States Senator in Washington, D.C. and as a prime aide to the 1974 California Gubernatorial Nominee, Houston Flournoy. From 1975 to 1979, he was responsible for raising athletic scholarship support funds at California State University, Long Beach.

Craig earned a Bachelor’s Degree in Political Science from Stanford University in 1973. He earned the ACCREDITED INVESTMENT FIDUCIARY™ designation from the University of Pittsburgh-affiliated Center for Fiduciary Studies.

Some things about Craig that most people don’t know: He ran with the bulls in Pamplona, Spain. He has thrown out a first pitch at Angels Stadium. And he’s proud to say he’s attended both a Navy SEALS and a TOPGUN graduation. The accomplishments he is most proud of: His three children, who have completed their undergraduate studies at Chapman University, Stanford University, and the University of Arizona.

Craig is a member of the Ethics Leadership Cabinet Providence Healthcare System in Portland, Oregon. He is a member of Long Beach Rotary, the Long Beach Rotary Scholarship Foundation Board of Directors and Chair of the Investment Committee.

Fun Fact

I’m an Angels season ticket holder. One Father’s Day at Angels Stadium I ran (!) the bases “safely” with my daughter Chelsea. I’ve also thrown out the First Pitch. And I follow horse polo!

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

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.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.