Press Release

Beaird Harris Ranked Among Top Industry Leaders

Dallas, TX, June 22, 2017 – Beaird Harris, a Certified Public Accounting and fee-only Wealth Management Firm in Dallas, TX has been recognized by Financial Times as one of the leading Registered Investment Advisers (RIA) in the country and by Accounting Today as one of the nation’s leading CPA firms by assets under management (AUM).

For the fourth year in a row, Beaird Harris has been named to the Financial Times “300 Top Registered Investment Advisers” list. The final FT 300 represents an impressive cohort of elite RIA firms, the FT 300 Top RIAs hail from 37 states and Washington, D.C.  Beaird Harris is one of 11 Texas RIA firms to be recognized. The results of the list were based on six factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records.

Additionally, Beaird Harris has again landed a spot on the “Wealth Magnets” list published by Accounting Today magazine, the 2017 ranking of the top 150 leading CPA Firms in financial planning based on assets under management (AUM).  Beaird Harris manages nearly $1 billion in assets for its clients.  As the top ranked Dallas-based firm, Beaird Harris ranked 31st in the nation.

In today’s 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.

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. As a nationally recognized advisor, Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services.

Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. 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 & Co., P.C. is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.

Recognition Requirements
Financial Times – The list recognizes top independent RIA firms from across the U.S.  This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. 

Accounting Today – The list recognizes top CPA firms in financial planning.  For the eleventh annual ranking of CPA firms by assets under management, Accounting Today received submissions from over 200 firms, meaning 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 2016.  Beaird Harris provided year-end 2016 values.  In cases where a planning firm is a subsidiary 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 Accounting Today had a choice, they published figures from just the planning subsidiary.  Beaird Harris reported staff figures for our planning subsidiary. In addition, while most of the chief executives listed lead the planning practice, in some cases firms reported the managing partner of the larger CPA firm.  Beaird Harris listed Pat Beaird, the managing shareholder of both Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc.

Beaird Harris did not paid fees related to receiving either ranking and Beaird Harris has paid no fees to either magazine or research partner to promote these rankings. Each magazine and their research partners independently set their rankings criteria and Beaird Harris had 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, Inc. 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, Inc. by any of its clients.

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