What departments does Halbert Hargrove have?

Halbert Hargrove has employees across 1 departments including Finance.

What is the largest department at Halbert Hargrove?

The largest department at Halbert Hargrove is Finance with 1 employees.

Where are Halbert Hargrove employees located globally?

Halbert Hargrove has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Halbert Hargrove's team size changed over time?

Halbert Hargrove's team has remained stable from approximately 35 to 35 employees based on available data.

Halbert Hargrove Employee Directory

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.

Halbert Hargrove Global Highlights

North America
93

United States Of America
93

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Halbert Hargrove's Leadership

B. S.
Co-Chief Investment Officer
Mobile Phone
Email
P. K. A.
Regional Director
Mobile Phone
Email
P. K.
Regional Director
Mobile Phone
Email
S. K.
Regional Director
Mobile Phone
Email
G. F.
Principal
Mobile Phone
Email
J. S.
Senior Wealth Advisor
Mobile Phone
Email
J. A.
Senior Wealth Advisor
Mobile Phone
Email
T. R.
Senior Wealth Advisor
Mobile Phone
Email

Halbert Hargrove Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Business
Human Resources
Other
Legal

Contact profiles from Halbert Hargrove

Name

Title

Contact Info

Location

Last Update

B. S.
Co-Chief Investment Officer
Mobile Phone
Email
United States
Oct 28, 2024
P. K. A.
Regional Director
Mobile Phone
Email
United StatesArizona
Apr 15, 2026
P. K.
Regional Director
Mobile Phone
Email
Feb 06, 2024
S. K.
Regional Director
Mobile Phone
Email
United States
Oct 22, 2024
G. F.
Principal
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. S.
Senior Wealth Advisor
Mobile Phone
Email
Oct 16, 2024
J. A.
Senior Wealth Advisor
Mobile Phone
Email
UNITED STATES
Jul 24, 2024
T. R.
Senior Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
T. G.
Wealth Advisor
Mobile Phone
Email
United StatesMississippi
Aug 12, 2024
R. L.
Wealth Advisor
Mobile Phone
Email
United StatesMississippi
Apr 15, 2026

Frequently Asked Questions

What is Halbert Hargrove known for?

Halbert Hargrove operates in the Financial Services industry. The company's main headquarters is located in 111 West Ocean Boulevard Suite 2300 Long Beach, California 90802 United States; you can contact the main corporate office by phone at

+1-562-435-****

. Explore Halbert Hargrove's company overview page for more information.

What is Halbert Hargrove's most common email format?

Halbert Hargrove employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Halbert Hargrove email formats with LeadIQ.

How many employees does Halbert Hargrove have currently?

Halbert Hargrove has approximately 60 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Halbert Hargrove's key employees and leadership?

As of June 2026, Halbert Hargrove's key employees include:

Co-Chief Investment Officer: B. S.
Regional Director: P. K. A.
Regional Director: P. K.
Regional Director: S. K.
Principal: G. F.

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Halbert Hargrove Employee Directory

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