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Worth‘s Top RIA Firms 2024

Beaird Harris
May 14, 2024

Beaird Harris Recognized in Worth’s list of “Top RIA Firms” for 2024

Beaird Harris is honored to announce our inclusion in Worth’s list of “Top RIA Firms” as published in May 2024. This recognition highlights our commitment to excellence in providing comprehensive wealth management services to high-net-worth clients.

Worth’s Leading Advisor program employs a rigorous selection process to identify the best registered investment advisors. The criteria include assets under management (AUM) exceeding $500 million, a focus on high-net-worth clients, and providing unbiased, independent advice.

“We are proud to provide the depth of services and technical expertise necessary to address the complex financial challenges our clients face while maintaining close, personalized relationships,” commented Chase Perry, Partner of Beaird Harris.

Clients of Beaird Harris include individuals and families seeking comprehensive wealth management solutions tailored to their unique goals and circumstances. Whether it’s financial planning, investment management, risk management, or estate planning services, we offer unbiased fiduciary advice. In addition to wealth management services, we offer comprehensive tax, accounting, and business advisory services through our public accounting affiliate, Beaird Harris, PLLC.

“At Beaird Harris, we are proud of our accomplishments and national recognition. However, we never forget that the true measure of our continued success is the peace of mind our clients enjoy as we help enhance the quality of their lives and fulfill their personal and financial goals,” stated Pat Beaird, Managing Partner of Beaird Harris Wealth Management.

Disclosure:

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 is available here.

Leading Advisors Selection Methodology:

The core value of the Leading Advisor program to its readers lies in its rigorous selection process and the credibility it bestows upon each listed advisor. Featured Registered Investment Advisor firms has successfully cleared stringent benchmarks:

AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.

The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm that helps investors comply with SEC rules for Form N-PX disclosure of proxy voting records. The Securities and Exchange Commission (SEC) requires companies to compile and present financial and business information, reports, and disclosures to provide transparency to investors and the public. Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures. The public can review SEC filings through the commission’s online database, EDGAR.