$4.2B Total AUM
$4.2B Disc. AUM
10.3% 3Y CAGR
52 Employees
1,520 ADV. Clients
37 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- GlacierCapital +more
- Established Date
- 10-13-1988
- Office Locations
- 8
Office Locations
10900 NE 8TH Street Suite 1640 Bellevue WA
111 W. Ocean Blvd. Suite 2300 Long Beach CA
111 West Ocean Blvd. 23rd Floor Long Beach CA
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.
Team overview
46 AVG AGE
$116.8M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
12.9 yrs AVG TENURE
52 Employees
36 Advisory Reps
41 RIA Reps
37yrs Firm Age
Insights
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Asset Classes
Eagle crest Unison element Focus Insight ember Signal legacy Eagle vital Pioneer
Client Personas
Quantum vital Beacon crest
CRM
Crest catalyst
Custodian
Vital vital Matrix zenith Optima Radial Beacon Oak Ridge momentum Fusion Fusion
Fund Managers
Alpha Legacy summit
Investment Themes
Pioneer Quantum Optima Frontier momentum Zenith ridge Momentum Vital
Investment Vehicles
Catalyst ember Radial
Platform
Value momentum Horizon
Services
Meridian Focus Oak Value vector Beacon Ridge horizon Meridian frontier Radial matrix Element Vital Optima
Technology
North oak Alpha Capital Foundation oak Vital Timber ember Focus legacy
Owner & Executives
JOHN CARLOS ABUSAID
Chief Executive Officer, President
- CRD
- #3084990
- Ownership
- 10% but less than 25%
(651) 949-2264
matrix.fusion@valuecapital.com
in linkedin.com/in/radial-oak
TIMOTHY JON ANDERSON
Managing Director
- CRD
- #2362856
- Ownership
- Less than 5%
(719) 770-1262
prime.value@harborcapital.com
in linkedin.com/in/ridge-pathway
M
Meridian atlas
North bridge alpha
- CRD
- #30224
- Ownership
- 37.2%
(226) 615-2070
pathway.quantum@legacycapital.com
in linkedin.com/in/atlas-oak
Showing 2 of 7 owners & executives
Unlock allContacts
JAMES T. AHN
Senior Wealth Advisor
- CRD
- #5467210
(409) 649-2184
catalyst.north@crestcapital.com
in linkedin.com/in/vertex-signal
Zachary James Alloway
Associate Client Service Manager
- CRD
- #8264515
(751) 229-2434
vertex.quantum@harborcapital.com
in linkedin.com/in/fusion-oak
V
Vertex alpha
Fusion vector
- CRD
- #74078
(302) 349-9031
harbor.prime@momentumcapital.com
in linkedin.com/in/north-oak
Showing 2 of 42 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $4,203,912,885
Public Funds:
7.5% Equity - Exchange:
13.3% Cash:
23.8% Corporate - Investment Grade:
14.5% Corporate - Non-Investment Grade:
6.7% Municipal Bonds:
26.6% U.S. Government/Agency:
7.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $463,467,357 | 7.5% |
| Equity - Exchange | $821,882,114 | 13.3% |
| Cash | $1,470,736,414 | 23.8% |
| Corporate - Investment Grade | $896,036,891 | 14.5% |
| Corporate - Non-Investment Grade | $414,030,839 | 6.7% |
| Municipal Bonds | $1,643,764,227 | 26.6% |
| U.S. Government/Agency | $469,646,922 | 7.6% |
| Total | $6,179,564,764 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS VERTEX LEGACY | LEGACY SIGNAL | J6J32NUH2 | XAXXT | 11.86% | $6,851,203 |
| RIDGE PRIME CAPITAL | OAK OAK | MC40R7YV0 | PRR | 5.58% | $25,199,865 |
| HORIZON WAVE MOMENTUM | VITAL OPTIMA | VXFAEAJDH | GSWUO | 10.07% | $4,128,869 |
| VERTEX OAK | ZENITH DELTA | 99V387FK2 | SHLR | 8.28% | $88,458,226 |
| INSIGHT NORTH PRIME | GLACIER PRIME | 1NQ95X1PG | FCKN | 3.21% | $115,186,617 |
| UNISON ATLAS | SUMMIT FUSION | 3TKYCAM9Y | SPN | 1.85% | $19,134,035 |
| QUANTUM LEGACY LEGACY | EAGLE SUMMIT | RSSV12T6N | ZEZ | 6.49% | $105,822,551 |
| OPTIMA NORTH FRONTIER | FOUNDATION MOMENTUM | PAU4FXP5S | RSZXL | 12.38% | $93,444,913 |