COVID-19 Update: Beginning May 18, we will begin cautiously reopening Beaird Harris. Read More.
If you have any questions, please reach out to your primary Beaird Harris contact or call (972) 503-1040.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

Blog

Beaird Harris Recognized in Financial Advisors' 2020 Annual RIA Ranking

Beaird Harris

Beaird Harris

Financial Advisor magazine ranked Beaird Harris Wealth Management, Inc. #286 in their 2020 list of top RIA firms. The list includes more than 700 RIAs from across the nation.  This is the 15th consecutive year Beaird Harris has made the list.

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.

Financial Advisor 2020 Annual RIA Ranking

To be eligible for Financial Advisor (FA) magazine’s annual RIA rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Firms with at least $500 million in assets under management will be included in our national ranking that will be published in the August 2020 issue of Financial Advisor magazine. Firms with less than $500 million in assets will be published in an online national ranking on FA’s Web site, www.fa-mag.com. On an annual basis Financial Advisor (FA) magazine invites Registered Investment Advisor (RIA) firms to complete a survey for this ranking. Beaird Harris paid no fees to be included in this ranking; however, Beaird Harris did pay a fee for a plaque to the magazine and/or third party promoter to promote this ranking once awarded. Beaird Harris completes a survey each year in order to be considered for this ranking. In 2020, FA magazine 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, 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.

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.

Share This
Share on facebook
Share on twitter
Share on linkedin
Share on email
schedule call

Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.