Ethan G. Campbell - Financial Advisors

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Ethan G. Campbell

Why I Love My Job

I’m fortunate to hold a job of this stature at my age. Halbert Hargrove took a chance on me right out of college, and I can never express how grateful I am for the opportunity. My work not only allows me to better myself – it also gives me the opportunity to play a part in bettering others’ financial futures.

Detail-oriented and hard-working, Ethan is responsible for many wide-ranging tasks and communications for clients. His role includes onboarding new clients as well as serving clients on an array of items. Working alongside his colleagues, he aspires to know our clients well so that he can fully attend to their needs and preferences.

Ethan is people-oriented and values strong relationships. “I really enjoy working closely with others, especially in the team role I have here,” he says. He joined our Long Beach office in 2021 and was promoted to Senior Client Service Manager in 2024.

He earned a B.S. in Finance at California State University, Long Beach, in 2021 and completed his Master of Science degree in Finance, also through Cal State Long Beach, in August 2022.

When he’s not working, you’ll find Ethan spending time with friends and family, going to the beach, traveling – and watching sports.

Fun Fact

I have been an Indianapolis Colts fan since I was 8 years old, but have no connection to Indiana.

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.