COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.
Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.
Beaird Harris Wealth Management, a nationally recognized, fee-only wealth management firm in Dallas, TX continues to be recognized throughout the financial services industry as a top ranked Registered Investment Advisor (RIA).
Financial Advisor Magazine, a leading financial trade publication, ranked Beaird Harris No. 283 out 607 firms on the list in the magazine’s July 2021 RIA Ranking. The list includes more than 700 RIAs from across the nation and is based on a survey of the firms’ discretionary and nondiscretionary assets under management (AUM), as reported to the Securities and Exchange Commission (SEC). This is the 16th consecutive year Beaird Harris has made the list.
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.
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM by firms that voluntarily complete and submit FA’s survey. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2020 to be included in the print edition of Financial Advisor magazine’s 2021 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey.
Beaird Harris paid no fees to be included in this ranking; however, Beaird Harris did pay a fee for a plaque to the magazine to promote this ranking once awarded. Financial Advisor (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 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 here.
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