Halbert Hargrove

Financial ServicesCalifornia, United States51-200 Employees

Halbert Hargrove is a financial advisory firm focused on helping individuals and families pursue long-term financial goals through services such as retirement planning, tax-efficient investing, and charitable giving. The client-advisor relationship is described as personal and comprehensive, with every advisor acting as a fiduciary who prioritizes clients’ interests. The firm emphasizes a goals-driven approach designed to help preserve and grow wealth by leveraging decades of market experience and access to preferred investment options. 

Based in Long Beach, California, the firm operates as a national organization with offices across ten locations in the United States, including San Diego, Irvine, Boulder, Denver, Bellevue, Eugene, Scottsdale, Houston, The Woodlands, and Valencia. It has appeared on CNBC’s FA 100 list for six consecutive years. In 2026, Halbert Hargrove announced a strategic partnership with BQuest to provide aging-related services and resources for clients and their families.

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