Recognized Nationally, Built Locally

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Beaird Harris Wealth Management, LLC (“Beaird Harris”) was ranked No. 3 on the 2026 CNBC Financial Advisor 100 list, published October 8, 2026. CNBC, an unaffiliated third party, created the ranking with its data partner, AccuPoint Solutions. CNBC started with 41,578 registered investment advisory firms from the SEC’s regulatory database and narrowed that group to 1,015 firms. Those finalists completed surveys to confirm key details, and CNBC reviewed the entries editorially. AccuPoint then ranked the firms using its own weighted criteria. Those criteria include each firm’s regulatory and compliance record, years in business, total assets and accounts under management, number of advisors and employees, and number of states where the firm is registered. The ranking is based on SEC data and survey responses gathered in 2026. It does not evaluate investment performance or any client’s experience, and it is not a guarantee of future results or an endorsement by any client. Firms do not pay to be considered for or included in the ranking. After the rankings were determined, firms named to the list could choose to license the CNBC Financial Advisor 100 logo for their marketing. Beaird Harris chose to do so and paid a $4,000 licensing fee. CNBC’s full methodology is available at CNBC.com.