Recognition Requirements
Wealth Magnets is an independent listing published by Accounting Today. Nearly 200 CPA firms applied for annual ranking. 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 — but not all — firm names are those of the financial planning subsidiary, not the affiliated CPA firm. Firms have reported either their overall chief executive, or the leader of the planning practice. For simplicity’s sake, we have listed both under “chief executive,” though many bear different titles. In cases where a leader was not identified, we identified the leader of the planning practice from public sources (usually the firm’s website), where available. 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 2022. In cases where a planning firm is a subsidiary of a larger CPA firm, reporting practice varies: Some report staff 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. 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.”
Disclosures
Beaird Harris did not pay a fee to receive this award and had no influence on the selection methodology. Rankings and/or recognition by unaffiliated organizations, 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, LLC 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, LLC by any of its clients.
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