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Beaird Harris Recognized Among Worth’s Top RIA Firms for the Third Consecutive Year

Jun 30, 2026
Beaird Harris
Beaird Harris Recognized Among Worth’s Top RIA Firms for the Third Consecutive Year
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Beaird Harris Wealth Management has been included in Worth’s Top RIA Firms list for 2026, its third consecutive year, recognizing independent advisory firms that serve high-net-worth individuals and families. 

 

Beaird Harris Wealth Management has been included in Worth’s Top RIA Firms list for 2026, its third consecutive year on the list. Published in June 2026, the list identifies independent registered investment advisor (RIA) firms serving high-net-worth individuals and families.

Worth’s Leading Advisor program screens firms on criteria including assets under management, client profile and independence from broker-dealers. Firms considered for the list must manage more than $500 million in assets and focus on serving high-net-worth clients.

“Our clients look to us for much more than investment management,” said Chase Perry, Partner at Beaird Harris. “They rely on our team to understand the full picture, anticipate challenges and coordinate the many pieces of their financial lives. That combination of technical expertise and personal relationships has always been central to how we serve our clients.”

Beaird Harris Wealth Management works with individuals and families seeking highly personalized, long-term financial guidance. Our wealth management services include financial planning, investment management, risk management and estate planning, each tailored to the client’s goals and life circumstances. 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.

“Recognition like this is gratifying because it speaks to the strength of the firm and the talented professionals who serve our clients every day,” added Pat Beaird, Managing Partner of Beaird Harris Wealth Management. “But our greatest measure of success remains the trust our clients place in us and the difference we can make in helping them achieve what matters most in their 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.

Worth’s Top RIA Firms 2026

Disclosure

Worth’s Leading Advisor program selects firms that meet the following criteria: assets under management of more than $500 million; predominantly high-net-worth clients; a substantial planning clientele; and independence from broker-dealers. See Worth’s selection methodology. The 2026 list was published in June 2026 and does not assign numerical ranks. Worth developed the list in collaboration with Institutional Shareholder Services (ISS). Assessments are based on data that firms submit to the Securities and Exchange Commission (SEC), which the public can review through the SEC’s EDGAR database.

Beaird Harris Wealth Management paid no fee to be included in this list or to be considered for promotional materials.

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 by Worth as one of its Top RIA Firms in 2024, 2025 and 2026.