Joshua J. Robbins - Financial Advisors

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Joshua J. Robbins

Why I Love My Job

Simply because I am in a role where I can make a lasting impact on our clients’ lives. Seeing how our planning and advice gives our clients peace of mind is my core motivation around everything I do here.

Joshua describes his role as Associate Wealth Advisor in this way: “My objective is to meet and exceed our clients’ expectations through in-depth financial planning. Being meticulous about every last detail helps inform each client’s financial plan as completely and accurately as possible.”

He joined Halbert Hargrove’s Scottsdale office in 2022 – during a period when the financial markets were experiencing heightened volatility. Having a sound financial plan, he affirms, enables clients to see how their money is working for them in the long run. “This can ease worries even in the most difficult of markets.”

Prior to HH, Joshua was Senior/Lead Transition Specialist with Robert W. Baird & Co’s Scottsdale office for five years. He led a team that facilitated transitions of financial advisors’ books of business to Baird. This included assisting in the onboarding process for clients, and training the advisors on Baird’s products and services. Before that, he was based in the company’s Milwaukee office from 2015 to 2017 as an information technology specialist, providing software and hardware support and a range of technical solutions for clients.

Joshua earned his Bachelor’s Degree in Information Technology Management from the University of Wisconsin – Milwaukee in 2014. His studies included a two-year internship with the software development company JDA Software. He is a Certified Financial Planner® professional, was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and he is a Certified Divorce Financial Analyst® professional.

After a long work day, when not hanging out with his French Bulldog Eugene Theodore, you’ll often find Joshua running, hiking, or in the gym. Fitness is a big part of Joshua’s life – he competed at a national level in weightlifting throughout his childhood and has also served as a kids’ USA Weightlifting (USAW) Level 2 Coach. Joshua’s current community relationships include FPA of Greater Phoenix, Junior Achievement of Arizona, and USAW.

Fun Fact

I survived eating Fugu sushi (pufferfish) AND I have checked off every U.S. state from my travel list.

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.