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Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933.
Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture.
We never compromise on our values or process, so our clients can be confident about maintaining their lifestyle, contributing to their community, and preparing the next generation for continued success. We believe in "Investing to integrate your money and your life℠".
Halbert Hargrove achieved Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that works with investment advisory firms around the globe to assess their investment processes and systems—and their adherence to the highest standards of fiduciary best practices. Certification is a relatively rare distinction; we are the 50th investment advisory firm in the world to have earned it.
CEFEX's mission is to improve risk management for both institutional and retail investors.
Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture.
We never compromise on our values or process, so our clients can be confident about maintaining their lifestyle, contributing to their community, and preparing the next generation for continued success. We believe in "Investing to integrate your money and your life℠".
Halbert Hargrove achieved Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that works with investment advisory firms around the globe to assess their investment processes and systems—and their adherence to the highest standards of fiduciary best practices. Certification is a relatively rare distinction; we are the 50th investment advisory firm in the world to have earned it.
CEFEX's mission is to improve risk management for both institutional and retail investors.
Overview
Location
United States, Arizona, Scottsdale
Employees
51-200
Phone
+1 562-435-5657
Founded date
1989
Mentions in press and media 17
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Oct 6, 2025 | Halbert Hargrove Named to CNBC FA 100 List for the Seventh Consecutive Year | Halbert Hargrove ranked 87th on the 2025 FA 100 List of best financial advisors and top firms LONG BEACH, Calif., Oct. 6, 2025 /PRNewswire-PRWeb/ -- Today, Halbert Hargrove, a fiduciary investment management and wealth advisory firm with $3... |
| Mar 12, 2025 | InvestmentNews Names Halbert Hargrove a 2025 Best Place to Work for Financial Advisors | Halbert Hargrove Halbert Hargrove recognized in the sub 99 employees category for the eighth consecutive year LONG BEACH, Calif., March 12, 2025 /PRNewswire-PRWeb/ -- For the eighth consecutive year, Halbert Hargrove, a fiduciary investment... |
| Oct 4, 2024 | Halbert Hargrove Named to CNBC FA 100 List for the Sixth Consecutive Year | Halbert Hargrove Halbert Hargrove ranked 54th on the 2024 list of 100 top-rated financial advisory firms in the country LONG BEACH, Calif., Oct. 4, 2024 /PRNewswire-PRWeb/ -- Halbert Hargrove, a fiduciary investment management and wealth ad... |
| Oct 20, 2023 | 20 Key Negotiation Strategies For Supply Chain Success | getty |
| Oct 2, 2023 | Planning Retirement Security For Business Leaders | JC Abusaid is the CEO and President of Halbert Hargrove, a wealth advisory firm headquartered in Long Beach, California. |
| May 26, 2023 | Time Off To Grow: How Supportive PTO Policies Help Sustain An Engaged, Productive Workforce | JC Abusaid is the CEO and President of Halbert Hargrove, a wealth advisory firm headquartered in Long Beach, California. |
| Mar 8, 2023 | InvestmentNews Names Halbert Hargrove a 2023 Best Place to Work for Financial Advisors for a Sixth Consecutive Year | Today, it’s vital to create a company culture that supports its team members and demonstrates how important they are to us. Halbert Hargrove continues to grow and achieve success because of our employee’s hard work, and we’re very grateful ... |
| Jan 26, 2023 | Getting Divorced? 13 Financial Considerations You Shouldn’t Overlook | Anybody who has gone through a divorce knows the hardships and pain that can come from the process. It’s an exhausting time filled with lots of emotions, and it can be easy to get distracted and not think clearly. However, regardless of emo... |
| Dec 21, 2022 | Halbert Hargrove Names Brian Spinelli as Co-Chief Investment Officer | I’m grateful for the opportunity to steward our client’s investment decisions and work alongside some of the most caring and talented financial professionals in the industry. LONG BEACH, Calif. (PRWEB) December 21, 2022 Halbert Hargrove, a ... |
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FAQ about Halbert Hargrove
When was Halbert Hargrove founded?
Halbert Hargrove was founded in 1989.
What has the press written about Halbert Hargrove?
Parsers VC has collected 17 articles mentioning Halbert Hargrove, among them “Halbert Hargrove Named to CNBC FA 100 List for the Seventh Consecutive Year” (Oct 6, 2025) and “InvestmentNews Names Halbert Hargrove a 2025 Best Place to Work for Financial Advisors” (Mar 12, 2025).
Is Halbert Hargrove still active?
Yes, Halbert Hargrove is active; its latest activity on Parsers VC dates from Dec 12, 2025.