Halbert Hargrove is an SEC registered investment adviser organized as a limited liability company with a primary office location in Long Beach, CA. Its latest Form ADV filing, dated March 28, 2026, reports $4.2B in regulatory assets under management, 52 employees, 25 offices, and 4,932 accounts.
Assets Under Management
$4.2B
Employees
52
Offices
25 offices
Total Clients
1,518
Primary office
LONG BEACH, CA
111 WEST OCEAN BOULEVARD, 23RD FLOOR, LONG BEACH, CA, United States
Top client segmentHNWI represent 58.2% of total clients.
Top client categories% of clientsClients
1
HNWI
58.2%
883
2
Individuals
37.8%
574
3
Charitable
1.7%
26
4
Pension Plans
1.6%
24
5
Corporations
0.7%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of March 28, 2026
Discretionary99.1%
$4.2B
99% of total RAUM99.1%
Non-discretionary0.9%
$38M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.2B
Total Accounts4,932
10Y AUM Change+$1.9B (+80.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees52
Clients per Employee29:1
10Y Employee Change+8 (+18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.