HALBERT HARGROVE GLOBAL ADVISORS, LLC
Legal name: HALBERT HARGROVE
CRD #105515 SEC #801-33048 LONG BEACH, CA 562-435-5657
SEC Registered
Total AUM
$3.5B
Discretionary
$3.4B
Employees
52
Clients
--
Accounts
4,671
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3.5B | $3.4B | $70M | 52 | 3 |
| Oct 2025 | $3.5B | $3.4B | $70M | 52 | 3 |
| Jul 2025 | $3.5B | $3.4B | $70M | 52 | 3 |
| Mar 2025 | $3.5B | $3.4B | $70M | 52 | 3 |
| Mar 2025 | $3.5B | $3.4B | $70M | 52 | 3 |
| Jan 2025 | $3.2B | $3B | $151.7M | 49 | 3 |
| Nov 2024 | $3.2B | $3B | $151.7M | 49 | 3 |
| Aug 2024 | $3.2B | $3B | $151.7M | 49 | 3 |
| Jun 2024 | $3.2B | $3B | $151.7M | 49 | 3 |
| Mar 2024 | $3.2B | $3B | $151.7M | 49 | 3 |
| Feb 2024 | $2.7B | $2.6B | $148.4M | 47 | 4 |
| Jan 2024 | $2.7B | $2.6B | $148.4M | 47 | 4 |
| Aug 2023 | $2.7B | $2.6B | $148.4M | 47 | 4 |
| Apr 2023 | $2.7B | $2.6B | $148.4M | 47 | 4 |
| Mar 2023 | $2.7B | $2.6B | $148.4M | 47 | 4 |
| Nov 2022 | $3B | $2.9B | $179.1M | 44 | 3 |
| Sep 2022 | $3B | $2.9B | $179.1M | 44 | 3 |
| Apr 2022 | $3B | $2.9B | $179.1M | 44 | 3 |
| Mar 2022 | $3B | $2.9B | $179.1M | 44 | 3 |
| Feb 2022 | $2.8B | $2.6B | $196.4M | 43 | 3 |
| Jan 2022 | $2.8B | $2.6B | $196.4M | 43 | 3 |
| Sep 2021 | $2.8B | $2.6B | $196.4M | 43 | 3 |
| Aug 2021 | $2.8B | $2.6B | $196.4M | 43 | 3 |
| Apr 2021 | $2.8B | $2.6B | $196.4M | 43 | 3 |
| Mar 2021 | $2.8B | $2.6B | $196.4M | 43 | 3 |
| Jan 2021 | $2.5B | $2.3B | $199.6M | 44 | 1 |
| Jun 2020 | $2.5B | $2.3B | $199.6M | 44 | 1 |
| Apr 2020 | $2.5B | $2.3B | $199.6M | 44 | 1 |
| Mar 2020 | $2.5B | $2.3B | $199.6M | 44 | 1 |
| Jan 2020 | $2.3B | $2.2B | $130.6M | 44 | 2 |
| Sep 2019 | $2.3B | $2.2B | $130.6M | 44 | 2 |
| Sep 2019 | $2.3B | $2.2B | $130.6M | 44 | 2 |
| May 2019 | $2.3B | $2.2B | $130.6M | 44 | 2 |
| Mar 2019 | $2.3B | $2.2B | $130.6M | 44 | 2 |
| Jan 2019 | $2.5B | $2.4B | $156.4M | 41 | 1 |
| Aug 2018 | $2.5B | $2.4B | $156.4M | 41 | 1 |
| Jul 2018 | $2.5B | $2.4B | $156.4M | 41 | 1 |
| Mar 2018 | $2.5B | $2.4B | $156.4M | 41 | 1 |
| May 2017 | $2.3B | $2.1B | $253.7M | 44 | 800 |
| Mar 2017 | $2.3B | $2.1B | $253.7M | 44 | 800 |
| Oct 2016 | $3.8B | $2B | $1.8B | 43 | 800 |
| Mar 2016 | $3.8B | $2B | $1.8B | 43 | 800 |
| Nov 2015 | $4.1B | $2.2B | $1.9B | 38 | 600 |
| Oct 2015 | $4.1B | $2.2B | $1.9B | 38 | 600 |
| Mar 2015 | $4.1B | $2.2B | $1.9B | 38 | 600 |
| Jan 2015 | $4B | $2.1B | $1.9B | 39 | 600 |
| Jun 2014 | $4B | $2.1B | $1.9B | 39 | 600 |
| Mar 2014 | $4B | $2.1B | $1.9B | 39 | 600 |
| Jan 2014 | $3.7B | $2.1B | $1.6B | 36 | 500 |
| Aug 2013 | $2B | $1.9B | $191.9M | 36 | 500 |
| Mar 2013 | $2B | $1.9B | $191.9M | 36 | 500 |
| Oct 2012 | $1.7B | $1.6B | $131.3M | 11 | 500 |
| Jul 2012 | $1.7B | $1.6B | $131.3M | 11 | 500 |
| Apr 2012 | $1.7B | $1.6B | $131.3M | 11 | 500 |
| Mar 2012 | $1.7B | $1.6B | $131.3M | 11 | 500 |
| Dec 2011 | $1.7B | $1.5B | $131.9M | 11 | 500 |
| Jul 2011 | $1.7B | $1.5B | $131.9M | -- | -- |
| Mar 2011 | $1.7B | $1.5B | $131.9M | -- | -- |
| Jan 2011 | $1.4B | $1.3B | $116.3M | -- | -- |
| Jan 2011 | $1.4B | $1.3B | $116.3M | -- | -- |
| Mar 2009 | $1.1B | $975.3M | $109.1M | -- | -- |
| Mar 2008 | $1.4B | $1.2B | $183M | -- | -- |
| Sep 2007 | $1.2B | $1.1B | $127.3M | -- | -- |
| Mar 2007 | $1.2B | $1.1B | $127.3M | -- | -- |
| Dec 2006 | $927.3M | $883.8M | $43.5M | -- | -- |
| Nov 2005 | $925.5M | $908.2M | $17.3M | -- | -- |
| Oct 2005 | $925.5M | $908.2M | $17.3M | -- | -- |
| Sep 2005 | $925.5M | $908.2M | $17.3M | -- | -- |
| Apr 2004 | $770.3M | $760M | $10.3M | -- | -- |
| May 2002 | $561.1M | $554.5M | $6.7M | -- | -- |
DateDec 2025
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$70M
Employees52
Clients3
DateOct 2025
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$70M
Employees52
Clients3
DateJul 2025
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$70M
Employees52
Clients3
DateMar 2025
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$70M
Employees52
Clients3
DateMar 2025
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$70M
Employees52
Clients3
DateJan 2025
Total AUM$3.2B
Discretionary$3B
Non-Disc.$151.7M
Employees49
Clients3
DateNov 2024
Total AUM$3.2B
Discretionary$3B
Non-Disc.$151.7M
Employees49
Clients3
DateAug 2024
Total AUM$3.2B
Discretionary$3B
Non-Disc.$151.7M
Employees49
Clients3
DateJun 2024
Total AUM$3.2B
Discretionary$3B
Non-Disc.$151.7M
Employees49
Clients3
DateMar 2024
Total AUM$3.2B
Discretionary$3B
Non-Disc.$151.7M
Employees49
Clients3
DateFeb 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$148.4M
Employees47
Clients4
DateJan 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$148.4M
Employees47
Clients4
DateAug 2023
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$148.4M
Employees47
Clients4
DateApr 2023
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$148.4M
Employees47
Clients4
DateMar 2023
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$148.4M
Employees47
Clients4
DateNov 2022
Total AUM$3B
Discretionary$2.9B
Non-Disc.$179.1M
Employees44
Clients3
DateSep 2022
Total AUM$3B
Discretionary$2.9B
Non-Disc.$179.1M
Employees44
Clients3
DateApr 2022
Total AUM$3B
Discretionary$2.9B
Non-Disc.$179.1M
Employees44
Clients3
DateMar 2022
Total AUM$3B
Discretionary$2.9B
Non-Disc.$179.1M
Employees44
Clients3
DateFeb 2022
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$196.4M
Employees43
Clients3
DateJan 2022
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$196.4M
Employees43
Clients3
DateSep 2021
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$196.4M
Employees43
Clients3
DateAug 2021
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$196.4M
Employees43
Clients3
DateApr 2021
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$196.4M
Employees43
Clients3
DateMar 2021
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$196.4M
Employees43
Clients3
DateJan 2021
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$199.6M
Employees44
Clients1
DateJun 2020
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$199.6M
Employees44
Clients1
DateApr 2020
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$199.6M
Employees44
Clients1
DateMar 2020
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$199.6M
Employees44
Clients1
DateJan 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$130.6M
Employees44
Clients2
DateSep 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$130.6M
Employees44
Clients2
DateSep 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$130.6M
Employees44
Clients2
DateMay 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$130.6M
Employees44
Clients2
DateMar 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$130.6M
Employees44
Clients2
DateJan 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$156.4M
Employees41
Clients1
DateAug 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$156.4M
Employees41
Clients1
DateJul 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$156.4M
Employees41
Clients1
DateMar 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$156.4M
Employees41
Clients1
DateMay 2017
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$253.7M
Employees44
Clients800
DateMar 2017
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$253.7M
Employees44
Clients800
DateOct 2016
Total AUM$3.8B
Discretionary$2B
Non-Disc.$1.8B
Employees43
Clients800
DateMar 2016
Total AUM$3.8B
Discretionary$2B
Non-Disc.$1.8B
Employees43
Clients800
DateNov 2015
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.9B
Employees38
Clients600
DateOct 2015
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.9B
Employees38
Clients600
DateMar 2015
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.9B
Employees38
Clients600
DateJan 2015
Total AUM$4B
Discretionary$2.1B
Non-Disc.$1.9B
Employees39
Clients600
DateJun 2014
Total AUM$4B
Discretionary$2.1B
Non-Disc.$1.9B
Employees39
Clients600
DateMar 2014
Total AUM$4B
Discretionary$2.1B
Non-Disc.$1.9B
Employees39
Clients600
DateJan 2014
Total AUM$3.7B
Discretionary$2.1B
Non-Disc.$1.6B
Employees36
Clients500
DateAug 2013
Total AUM$2B
Discretionary$1.9B
Non-Disc.$191.9M
Employees36
Clients500
DateMar 2013
Total AUM$2B
Discretionary$1.9B
Non-Disc.$191.9M
Employees36
Clients500
DateOct 2012
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$131.3M
Employees11
Clients500
DateJul 2012
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$131.3M
Employees11
Clients500
DateApr 2012
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$131.3M
Employees11
Clients500
DateMar 2012
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$131.3M
Employees11
Clients500
DateDec 2011
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$131.9M
Employees11
Clients500
DateJul 2011
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$131.9M
Employees--
Clients--
DateMar 2011
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$131.9M
Employees--
Clients--
DateJan 2011
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$116.3M
Employees--
Clients--
DateJan 2011
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$116.3M
Employees--
Clients--
DateMar 2009
Total AUM$1.1B
Discretionary$975.3M
Non-Disc.$109.1M
Employees--
Clients--
DateMar 2008
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$183M
Employees--
Clients--
DateSep 2007
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$127.3M
Employees--
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$127.3M
Employees--
Clients--
DateDec 2006
Total AUM$927.3M
Discretionary$883.8M
Non-Disc.$43.5M
Employees--
Clients--
DateNov 2005
Total AUM$925.5M
Discretionary$908.2M
Non-Disc.$17.3M
Employees--
Clients--
DateOct 2005
Total AUM$925.5M
Discretionary$908.2M
Non-Disc.$17.3M
Employees--
Clients--
DateSep 2005
Total AUM$925.5M
Discretionary$908.2M
Non-Disc.$17.3M
Employees--
Clients--
DateApr 2004
Total AUM$770.3M
Discretionary$760M
Non-Disc.$10.3M
Employees--
Clients--
DateMay 2002
Total AUM$561.1M
Discretionary$554.5M
Non-Disc.$6.7M
Employees--
Clients--