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.