Beaird Harris was ranked #31 out of 150 leading CPA financial planning firms in the United States. Beaird Harris is part of the “Billion Dollar Club” category based on AUM.
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.
Wealth Magnets is an independent listing published by Accounting Today. Over 200 CPA firms applied and 150 firms were recognized in 2019. According to the report notes: “Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted. In most cases, firm names are those of the financial planning subsidiary, not the affiliated CPA firm. Many firms gave a date for the AUM figure they submitted; these varied widely, from the date of submission to a recent quarter-end, but in no case was it earlier than year-end 2018. In cases where a planning firm is a subsidiary or affiliate of a larger CPA firm, reporting practice varies: Some report staff and office figures for just the subsidiary, some just for the overall CPA firm, and some for both. In cases where we had a choice, we published figures from just the planning subsidiary.”
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.
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