Beaird Harris is proud to announce our inclusion in Worth’s prestigious list of “Top Registered Investment Advisor (RIA) Firms” for 2025, as featured in the May issue. This national recognition reflects our ongoing commitment to delivering comprehensive, fiduciary wealth management services to high-net-worth individuals and families.
Worth’s Leading Advisor program seeks to identify the most respected RIA firms in the country through a rigorous selection process. To qualify, firms must manage more than $500 million in assets, serve a high-net-worth clientele, and offer fiduciary advuce. Beaird Harris is honored to be recognized among the nation’s most trusted financial advisory firms.
“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,” said Chase Perry, Partner at Beaird Harris.
Beaird Harris works with individuals and families seeking highly personalized, long-term financial guidance. Our integrated wealth management solutions include financial planning, investment management, risk management, and estate planning—each tailored to the client’s specific goals and life circumstances. Beyond wealth management, our clients benefit from in-house tax, accounting, and business advisory services through our public accounting affiliate, Beaird Harris, PLLC, ensuring a fully coordinated and strategic approach to their financial well-being.
“At Beaird Harris, we are proud of our accomplishments and national recognition,” added Pat Beaird, Managing Partner of Beaird Harris Wealth Management. “However, we never forget that the true measure of our success is the peace of mind our clients enjoy as we help improve the quality of their lives and fulfill their personal and financial goals.”
If you’re ready to experience what sets Beaird Harris apart, contact us today to schedule a consultation. Discover how our team of experienced professionals can help you grow, protect, and transfer your wealth with confidence and clarity.
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:
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.
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