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Our Team

24

Certified Financial Planners™

As of 12/31/25

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12+

Average Employment Years.
Our employees stay and grow with us.

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36

Accredited Investment Fiduciaries™

As of 12/31/25

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17

MBAs

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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.

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