August 13, 2018

Each year from 2006-2018, Financial Advisor magazine has recognized Beaird Harris Wealth Management, Inc. as a "Leading Registered Investment Advisor," based on growth of client assets from the previous year.

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 
To be eligible for the Financial Advisor (FA) magazine Registered Investment Advisor (RIA) ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients. For the 2018 ranking, firms were measured and ranked by their growth in assets under management from 2017 to 2018.
On an annual basis Financial Advisor (FA) magazine invites Registered Investment Advisor (RIA) firms to complete a survey for this ranking. The specific criteria for ranking is not included in the FA summary article. Beaird Harris paid no fees to be included in this ranking; however, Beaird Harris did pay a fee for a plaque to the magazine and/or third party promoter to promote this ranking once awarded. Beaird Harris completes a survey each year in order to be considered for this ranking. In 2018, Beaird Harris ranked 269 out of 707 participating firms. 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, 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.