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CNBC’s List of Top 100 Financial Advisory Firms

Beaird Harris Recognized in CNBC’s Annual Ranking of Top 100 Firms

Beaird Harris is excited and honored to have been recognized at number 70 in CNBC’s annual list of “Top 100 Fee-Only Wealth Management Firms” in the nation.  This is the firm’s fourth 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!

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

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.

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’ database of registered investment advisors. This analysis started with an initial list of 38,302 RIA firms. Through a process, the list was eventually cut to 749 RIAs, with those firms meeting CNBC’s proprietary criteria. (All the data collected from the RIAs was information culled from the firm’s filings with the Securities and Exchange Commission.)

CNBC staff sent an email survey to all those firms that met the initial criteria to gather more details. AccuPoint again applied CNBC’s proprietary 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 CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

  • Advisor’s compliance record
  • 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
  • Country of domicile

This is the firm’s fourth year of recognition, having previously been ranked No. 40 in 2014, No. 31 in 2015, No. 66 in 2020.

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