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Beaird Harris Marks 20th Appearance Among America’s Top Registered Investment Advisors

Jul 31, 2026
Beaird Harris
Beaird Harris Marks 20th Appearance Among America’s Top Registered Investment Advisors
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Beaird Harris Wealth Management has been included in Financial Advisor magazine’s America’s Top Registered Investment Advisors ranking for the 20th time since the ranking began in 2006. 

 

In the July 2026 ranking, Beaird Harris Wealth Management, a nationally recognized, fee-only wealth management firm in Dallas, TX, ranked No. 230 among 516 participating firms nationwide.

Financial Advisor magazine serves the financial advisory industry. Its annual ranking is based on a survey of participating independent RIA firms and considers discretionary and nondiscretionary assets under management (AUM) as of December 31, 2025, as reported to the Securities and Exchange Commission (SEC).

While much has changed across the financial services industry, our commitment to clients has remained constant. Beaird Harris Wealth Management provides highly personalized, fee-only wealth management that includes financial planning, investment management, risk management and estate planning. Clients can also coordinate tax planning and outsourced accounting services, including bookkeeping, controller services and fractional CFO support, through our affiliated CPA firm, Beaird Harris, PLLC.

We are grateful to be recognized once again, and we are proud of 20 appearances on Financial Advisor’s list. More importantly, we stay focused on the measure of success that matters most to us: helping our clients navigate their financial lives with confidence so they can focus on what matters most, living happy, healthy and meaningful lives.

If you would like to talk about your financial plan, we would welcome the conversation. Let’s talk: schedule an introductory call or call (972) 503-1040.

2026 RIA Survey & Ranking: The Stars Are Aligned

Disclosure

FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA’s survey. To be eligible, firms must be independent registered investment advisors, file their own ADV statement with the SEC and provide financial planning and related services to individual clients. The 2026 ranking was published in July 2026 and reflects AUM as of December 31, 2025, as reported by 516 participating firms. The ranking is not a measure of investment performance.

Beaird Harris Wealth Management paid no fee to be included in this ranking and paid no fee for a plaque, reprint or logo related to the 2026 ranking. Financial Advisor (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 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 remains available here.

Beaird Harris Wealth Management has been recognized in Financial Advisor magazine’s annual RIA ranking 20 times since 2006, in 2006, 2007, 2008, 2009, 2010 and 2011, and with rankings of No. 230 in 2012, No. 225 in 2013, No. 233 in 2014, No. 244 in 2015, No. 237 in 2016, No. 224 in 2017, No. 269 in 2018, No. 269 in 2019, No. 286 in 2020, No. 283 in 2021, No. 267 in 2022, No. 264 in 2023, No. 225 in 2024 and No. 230 in 2026.