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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-13-1988
- Office Locations
- 8
Office Locations
About Halbert Hargrove
Halbert Hargrove is a fiduciary financial advisory firm serving high-net-worth families and individuals (often $1MM+ in savings/investments), with guidance tailored to life transitions like retirement, divorce, and business changes. Services include investment management plus retirement, estate and charitable planning and tax-aware financial planning, using its adaptive LifePhase Investing® approach. Ranked on CNBC’s FA 100 (2019–2025) and supports clients via multiple offices and virtual meetings.
Reported data analysis
What the numbers show
Between December 8, 2025 and March 28, 2026, reported AUM increased 19.6%, from $3.5B to $4.2B.
Across 5 reported observations, AUM increased 38.7% between November 8, 2022 and March 28, 2026, from $3.0B to $4.2B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 36 advisory representatives and 1,520 clients, or 42.2 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 8 reported office locations and 37 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JOHN CARLOS ABUSAID
Chief Executive Officer, President
- CRD
- #3084990
- Ownership
- 10% but less than 25%
TIMOTHY JON ANDERSON
Managing Director
- CRD
- #2362856
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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JAMES T. AHN
Senior Wealth Advisor
- CRD
- #5467210
Zachary James Alloway
Associate Client Service Manager
- CRD
- #8264515
Showing 2 of 43 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,166,219,395 | $845,246 |
| Non-Discretionary | $37,693,490 | $12,564,497 |
| Total | $4,203,912,885 | $852,375 |
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Separately Managed Accounts
SMA allocation detail is available
Halbert Hargrove has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Halbert Hargrove's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.