Halbert Hargrove

Halbert Hargrove is a wealth management firm in Long Beach, CA, located at 111 W Ocean Blvd Suite 2300. The Long Beach office serves individuals, families, and business owners navigating retirement planning, investment management, and complex financial decisions. As a fiduciary firm, the advisors focus on education, long-term planning, and guidance aligned with each client’s individual circumstances. The firm provides services ranging from investing and tax planning to retirement planning and life-based event planning. It holds a rating of 4.50 based on customer reviews.

The Long Beach team regularly meets with clients both locally and throughout the country to address investment management, wealth advisory, retirement planning, and tax planning needs. The firm opened its Long Beach office in 1989 to serve clients across the country. Every advisor at the firm is a fiduciary, duty-bound to put client interests first and refuse to sell proprietary products. The firm emphasizes a deeply personal and comprehensive client-advisor relationship, aiming to help clients attain well-lived todays and tomorrows.

The firm’s founders launched Halbert Hargrove in downtown Long Beach in 1933. The company has navigated market cycles for over 70 years. The team includes certified financial planners and accredited investment fiduciaries, with an average employee tenure of more than 12 years. The firm supports higher education and employee ownership, fostering a workplace of homegrown leaders.

The firm is ranked among the Top-Rated Financial Advisory Firms on CNBC’s FA 100 from 2019 through 2025. This recognition is based on data from the previous year and is derived from a survey assisted by AccuPoint Solutions. The firm maintains a positive rating from the customers who have reviewed it, reflecting the reputation of its fiduciary approach and long-standing presence in the area.

Halbert Hargrove brings decades of fiduciary expertise and a personalized planning approach to wealth management clients in Long Beach.

The firm is located on W Ocean Blvd, just steps from East Ocean Boulevard and Pacific Avenue. It is situated about 0.1 miles from the Downtown Long Beach train station.

BizScoreAI awarded the business a perfect 100 out of 100 for Content Quality, ensuring the website clearly answers customer questions in a way AI assistants can quote directly. The firm also received a 95 out of 100 for Technical score, confirming the site is secure and readable for search engines. Additionally, BizScoreAI notes that the business ranks number 1 of 3 Wealth Management businesses scored in Long Beach.