CNBC’s List of Top 100 Financial Advisory Firms

October 5, 2022

Beaird Harris is thrilled to announce that we have been ranked as No. 44, up from No. 70 in 2021, in CNBC’s annual list of “Top 100 Financial Advisory Firms of 2022.” This is the firm’s fifth year of recognition by CNBC.

CNBC comments, “An advisor can play a major role in helping clients grow and protect their wealth. The key is to find an advisor you trust, and it’s important to make sure he or she is someone who is a good match for you.” If you are interested in learning more about Beaird Harris and if we could be a good fit for your wealth management needs, feel free to schedule a complimentary introductory call. We’d love to hear from you!

The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.

View the complete list.

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, business advisory, investment management, financial planning, family office and retirement plan services.

Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC 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, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.

Disclosures

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.

Research Methodology

Key Points:

The methodology for the 2022 edition of CNBC’s annual FA 100 ranking of registered investment advisors was prepared in partnership with data provider AccuPoint Solutions.
A variety of core data points from AccuPoint Solutions’ database of RIAs were analyzed, ranging from the firm’s compliance record and years in business to total accounts and assets under management.

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 Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 39,818 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 904 RIAs, with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms wishing to be ranked filled out the comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100.

CNBC does not charge any type of fee to advisors to be listed in the annual ranking.

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 CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record (editor’s note: Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business
Number of certified financial planners
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
Country of domicile.

This is the firm’s fifth year of recognition, having previously been ranked No. 40 in 2014, No. 31 in 2015, No. 66 in 2020, No. 70 in 2021 and No. 44 in 2022.

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CNBC’s List of Top 100 Financial Advisory Firms

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