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Beaird Harris Named to CNBC’s List of Top 100 Financial Advisory Firms for 2020

Beaird Harris

Beaird Harris

Beaird Harris, a $1 billion Dallas-based fee-only wealth management firm has been recognized by CNBC as one of 2020’s top 100 financial advisory firms.

CNBC has ranked Beaird Harris #66 in its 2020 list of top financial advisory firms. The CNBC rankings were based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. This is the third year Beaird Harris has made the list. View the complete list. 

In today’s challenging investment environment the experience and credibility of your wealth manager has never been more important. 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.

About Beaird Harris
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services.

Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.

Beaird Harris & Co., P.C. is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.

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 upon request.

Beaird Harris paid no fees to be included in this ranking. Beaird Harris completed a survey to be considered for this ranking. In 2020, CNBC and AccuPoint Data independently sets its ranking criteria and Beaird Harris had 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, Inc. 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, Inc. by any of its clients.

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list. The methodology consisted of first analyzing a variety of core data points from AccuPoint’s database of financial services firms. This analysis started with an initial list of 37,369 RIA firms. AccuPoint then applied weighted categories to further refine and rank the firms, ultimately creating the list of the top 100. The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet their requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included: disclosures, number of years in the business, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered and country of domicile.

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