Halbert Hargrove ranked eighth on the 2023 list of 100 top-rated financial advisory firms in the country
LONG BEACH, Calif., Sept. 13, 2023 /PRNewswire-PRWeb/ — CNBC named Halbert Hargrove, a fiduciary investment management and wealth advisory firm with ~$3B in assets under management (AUM), one of 2023’s top financial advisory firms for the fifth consecutive year. The CNBC FA 100 list recognizes wealth management firms that offer financial planning and wealth management service to their clients, and Halbert Hargrove placed eighth on the list for the second consecutive year.
“The foundation of all our efforts lie within our dedicated team and their unwavering commitment to our clients,” stated JC Abusaid, CEO of Halbert Hargrove. “Earning consistent recognition from CNBC is incredibly humbling, and each member of the organization plays a critical role in our success.”