This chart shows the most recent 15 days since 1950 when the Standard & Poor’s 500 Index was down -6% or more in one day and the subsequent performance of the index over the next one year, five year, and ten year periods. On average, across each of these 15 occasions, the Standard & Poor’s 500 Index produced positive returns during each of three subsequent periods. Over short periods of time stocks can experience severe volatility. We firmly believe that investors who take a long-term view of investing, especially during periods of volatility, will continue to be rewarded over longer periods. As always, past performance is no guarantee of future results.
Standard & Poor’s 500 Performance After Its Worst Days
Financial Industry News | 08.28.2015
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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.
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.