June 19, 2017

Beaird Harris has 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.
 

Recognition Requirements 
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.
Disclosures 
Beaird Harris did not pay fees to the publication or any affiliated rating service related to receiving this ranking and Beaird Harris has paid no fees to either to promote this ranking. Accounting Today independently sets their 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, 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.