Halbert Hargrove

What Halbert Hargrove does

Halbert Hargrove is an employee-owned, fee-only registered investment advisor (RIA) founded in 1933 and headquartered in Long Beach, California. The firm delivers comprehensive wealth advisory services to high-net-worth individuals and families with investable assets typically exceeding $1 million, spanning investment management, financial planning, retirement planning, estate planning, charitable giving, and integrated wealth management. It also serves clients in life transitions (retirement, divorce, business sale) and, more recently, women investors positioned to receive intergenerational wealth transfers. The legal entity, Halbert Hargrove Global Advisors, LLC, is an SEC-registered investment adviser operating under the parent holding company Halbert Hargrove Holdings Group, with a stated $4.2B in assets under management as of early 2026.

The firm's core differentiator is its proprietary LifePhase Investing® methodology, a registered trademark developed with researchers from UC San Francisco, which segments the client-advisor relationship into three phases — Build & Grow (accumulation), Transition (pre-retirement), and Distribute & Deploy (retirement income and legacy) — rather than relying on age-based heuristics. The methodology is supported by a research collaboration with the Stanford Longevity Center and an internally developed SLCT client discovery framework. Service delivery combines in-person meetings at 11 U.S. offices (California, Colorado, Washington, Arizona, Texas, Oregon) with a nationwide virtual channel; technology infrastructure relies on third-party platforms including the Tamarac client portal, HubSpot for CRM, and standard web analytics tools.

Halbert Hargrove operates on a fee-only model, charging approximately 1% of managed portfolios up to $5 million with financial planning included, eliminating commission-based conflicts. The 51–100-person team includes 24 Certified Financial Planners, 36 Accredited Investment Fiduciaries, and 17 MBAs with 12+ years average tenure. Distribution is direct-to-consumer via fiduciary advisors and is augmented by content marketing channels including the Fearless Money Talks podcast, an educational blog, webinars, and active social media presence on LinkedIn, Facebook, Instagram, and YouTube. The firm has earned sustained third-party recognition including seven consecutive CNBC FA 100 rankings (2019–2025), nine consecutive Financial Advisor Magazine RIA Survey appearances (2017–2025), and six consecutive Best Places to Work designations (2020–2025).

Name

Halbert Hargrove

Legal name

Halbert Hargrove Global Advisors, LLC

Website

https://halberthargrove.com

Company type

Private

Founded year

1933

Operating status

Operating

Headcount range

51–100 employees

Short description

Halbert Hargrove is an employee-owned, fee-only registered investment advisor serving high-net-worth individuals and families with $1MM+ in investable assets. It delivers integrated wealth, retirement, and estate planning via its proprietary LifePhase Investing® methodology across 11 U.S. offices and a virtual channel.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Fiduciary wealth advisory
• Investment management services
• Retirement income planning
• Estate planning services
• Financial planning advisory

Headquarters

HQ city

Long Beach

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: Fee-only model charging approximately 1% of managed portfolio up to $5 million. All financial planning is included in the advisory fee. This keeps advisors aligned with client goals as they do not earn commissions on product sales.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Halbert Hargrove provides fee-only fiduciary wealth advisory and investment management services to high-net-worth individuals and families with $1MM+ in investable assets. Service offerings include investment management, retirement planning, estate planning, financial planning, charitable giving, and specialized planning for women and families, all delivered by Certified Financial Planners and structured around the firm's proprietary LifePhase Investing® methodology. Distribution is via in-person meetings at 11 U.S. offices plus virtual video conferencing nationwide.

Product overview

Halbert Hargrove is a fee-only, fiduciary registered investment advisor (RIA) that has operated since 1933. The firm offers a unified advisory platform anchored by its proprietary LifePhase Investing® methodology, which segments financial planning into three phases: Build & Grow (accumulation), Transition (pre-retirement), and Distribute & Deploy (retirement income and legacy). The core product portfolio includes Investment Services, Financial Planning, Retirement Planning, Estate Planning, Charitable Giving, Wealth Management, Financial Planning for Women, Virtual Financial Services, and Advising Families—all delivered by a team of Certified Financial Planners™ with a minimum $1MM investable assets threshold. The firm also produces the Fearless Money Talks podcast as a client education and marketing channel.

Differentiator

Problem solved

Functional benefit

Brands

• LifePhase Investing®: The firm's proprietary financial planning methodology that adapts to clients' life stages rather than just age, covering Build & Grow, Transition, and Distribute & Deploy phases.
• Fearless Money Talks Podcast

Products and services

• LifePhase Investing® A proprietary financial planning methodology that segments the client-advisor relationship into three phases: Build & Grow (accumulation years), Transition (pre-retirement preparation), and Distribute & Deploy (retirement income and legacy planning). The framework adapts financial strategies based on life stages rather than age alone, integrating investment management, retirement planning, estate planning, tax strategies, and charitable giving. It is delivered to high-net-worth individuals and families served by Halbert Hargrove.
• Investment Services Active investment management including portfolio construction, asset allocation, manager selection, due diligence, and ongoing monitoring. Services include managing concentrated stock positions and evaluating outside holdings for risk across clients' entire asset picture, delivered to high-net-worth clients of the firm.
• Financial Planning Comprehensive financial planning integrating funding for lifestyle, protecting assets, identifying tax considerations, addressing estate and legacy matters, providing for financial commitments, and frequent plan reviews. The approach is goals-driven rather than returns-driven and is bundled into the firm's advisory fee for high-net-worth clients.
• Retirement Planning Retirement planning addressing longevity risk, income strategies, Social Security optimization, pension analysis, and required minimum distributions. The service includes exploring multiple scenarios and ongoing plan monitoring as circumstances evolve for clients approaching or in retirement.
• Estate Planning Estate plan reviews, beneficiary designation management, asset titling coordination, document organization, and attorney referrals. Services help clients keep estate plans current with changing family dynamics and tax laws, coordinated with clients' broader financial planning.
• Wealth Management Integrated wealth management combining investment management, financial planning, risk management, insurance reviews, and support during major life transitions such as retirement, death of spouse, divorce, and business sale. Bundled under the LifePhase Investing® framework for clients across all three life phases.
• Charitable Giving Charitable gifting strategies including donor-advised funds, charitable remainder trusts, and other vehicles to optimize tax benefits while supporting clients' philanthropic goals. The service integrates with broader estate and tax planning for high-net-worth households.
• Financial Planning for Women Specialized advisory services addressing women's unique investing needs, including guidance through wealth transfer events and life transitions such as widowhood or divorce. Targeted at women expected to benefit from the Great Wealth Transfer and seeking tailored planning for inheritance, retirement, and legacy.
• Advising Families Family wealth advisory addressing intergenerational wealth transfer, education funding, and complex family financial dynamics with holistic guidance. The service coordinates planning across generations within a single household.
• Virtual Financial Services Remote advisory delivery via encrypted video conferencing, secure client portal, and digital document sharing that enables nationwide access to Halbert Hargrove advisors without geographic limitation. Designed for busy individuals and dual-career households.
• Fearless Money Talks Podcast A weekly financial podcast hosted by Kelli Kiemle and Brian Spinelli featuring candid conversations about finances, retirement planning, behavioral finance, tax strategies, and life decisions. Available on Apple Podcasts, Spotify, and YouTube as a client education and thought leadership channel.

Quantifiable outcome

• Recognition on CNBC FA 100 for 7 consecutive years (2019-2025)
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability1 record

Feature2 records

Partnerships

One partnership is on record.

• Stanford Longevity CentercoreStrategic or Co-development PartnerResearch collaboration with Stanford University's Longevity Center. The partnership informs Halbert Hargrove's approach to retirement planning and longevity planning, particularly regarding how clients should view the long arc of their working lives and quality of life in later years.

Scale indicators4 records

Recent moves10 records

Expansion highlights6 records

Direct peers

• Creative Planning: Large fee-only RIA serving HNW individuals and families with comprehensive financial planning and investment management — virtually identical client profile, fee model, and service offering to Halbert Hargrove, but at substantially greater scale.
• Buckingham Strategic Wealth: Fee-only RIA headquartered in St. Louis serving HNW clients with goals-based financial planning and evidence-based investment management; closely comparable in fiduciary commitment, fee-only model, and HNW focus.
• Mariner Wealth Advisors: National fee-based RIA providing comprehensive wealth advisory, financial planning, estate, and tax services to HNW and UHNW individuals — comparable in service breadth and target client, though considerably larger.
• Mercer Advisors: National RIA specializing in HNW retirement planning, estate planning, and tax strategy with a flat-fee structure; highly comparable to Halbert Hargrove's life-stage-oriented planning approach and HNW/UHNW focus.
• Carson Wealth: Fee-only RIA serving HNW clients with holistic financial planning, retirement, and estate services; closely comparable client segment and advisory model, operating as part of the Carson Group platform.
• Savant Capital Management: Fee-only RIA headquartered in Rockford, IL serving HNW individuals with comprehensive financial planning and investment management; comparable in fiduciary model and HNW client focus, with similar multi-office regional expansion.
• Moneta Group: Fee-only RIA serving HNW and UHNW clients with integrated wealth management, financial planning, and tax services; comparable service breadth and HNW client focus.
• Plante Moran Financial Advisors: Fee-only RIA affiliated with the Plante Moran accounting firm, serving HNW clients with integrated financial planning and investment management; comparable in fiduciary fee-only model and HNW focus.

Broad incumbents

• Edelman Financial Engines: Large national RIA offering investment advisory, financial planning, and workplace retirement services to HNW households; broader mass-affluent reach than Halbert Hargrove but overlapping HNW segment with similar planning methodology.

Emerging players

• Sanctuary Wealth: RIA platform serving HNW clients through partner firms with comprehensive wealth advisory; comparable HNW focus and fee-only positioning but operating as a partnership/affiliation model rather than fully integrated firm.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCOspePccG7YQZBB-GUv12kg
• Facebookfacebook.com/halberthargrove
• LinkedInlinkedin.com/company/116440/admin/feed/posts
• Instagraminstagram.com/halberthargrove

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Halbert Hargrove