Beaird Harris Wealth Management, a nationally recognized, fee-only wealth management firm in Dallas, TX continues to be recognized throughout the financial services industry as a top ranked Registered Investment Advisor (RIA).
Beaird Harris Wealth Management, LLC was recently named No. 5 of the 2024 Best RIAs to Work for out of 52 firms. Financial Planning Magazine has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees.
We are proud of our accomplishments and national recognition; however, we never forget the true measure of our continued success is the peace of mind our clients enjoy as we help them focus on the things that matter most: living a happy, healthy, and meaningful life.
This survey and awards program is designed to identify, recognize and honor the best employers in the RIA profession, benefiting its economy, workforce and businesses.
To be considered for participation, firms had to fulfill the following eligibility requirements:
– Must be a firm registered as an RIA with the SEC
– Have a facility in the United States
– Have a minimum of 10 employees working in the United States
– Must be in business a minimum of 1 year
Firms from across the United States entered the two-part survey process to determine Financial Planning’s Best RIAs to Work for. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top firms and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.
For more information on Financial Planning’s Best RIAs to Work for program, visit https://bestcompaniesgroup.com/best-rias-to-work-for/.
Beaird Harris paid no fees to be included in this ranking. Financial Planning independently sets its ranking criteria and Beaird Harris has no influence on the criteria.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Beaird Harris Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Beaird Harris Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of Beaird Harris Wealth Management’s current written disclosure statement discussing advisory services and fees remain available here.
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