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.