Beaird Harris Wealth Management Ranks No. 3 Again in CNBC's Financial Advisor 100 for 2026
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Beaird Harris Wealth Management earned the No. 3 spot on CNBC's 2026 Financial Advisor 100 list, repeating last year's ranking and marking its seventh consecutive year of national recognition.
We're honored to share that Beaird Harris Wealth Management has been ranked No. 3 on CNBC's 2026 Financial Advisor 100 list. This is our second consecutive year at No. 3, our seventh consecutive year on the list, and our ninth year of recognition overall.
Earning a place on this list once is a milestone, and we're proud to be recognized again at the same position. We're equally proud of the consistency of our team and the standards we hold ourselves to year after year. We're grateful to our clients for the trust that makes this work possible.
"Being ranked No. 3 again is a credit to our wealth management team and the care they bring to their client relationships. We're grateful to our clients for their trust, and we remain focused on serving them well, year after year, " said Pat Beaird, Co-Founder and Managing Partner, Beaird Harris Wealth Management, LLC.
At Beaird Harris, success is not defined by rankings. It's measured by the confidence and peace of mind we aim to help our clients feel as we work together toward their financial and personal goals. Beaird Harris Wealth Management is affiliated with Beaird Harris, PLLC, a separate CPA firm offering tax and outsourced accounting services. Clients are not required to use both, but many value the coordination that comes from working with affiliated firms on their wealth management, tax, and accounting needs.
If you'd like to explore whether Beaird Harris Wealth Management may be the right fit for your wealth management needs, we invite you to schedule a complimentary introductory call. We'd love to connect.
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About Beaird Harris
Beaird Harris is a Wealth Management and Certified Public Accounting Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals develop comprehensive wealth management solutions and navigate complex tax regulations.
Beaird Harris Wealth Management, LLC offers wealth management services, including financial planning, investment management, risk management, and estate planning. Beaird Harris, PLLC offers tax and outsourced accounting services, including bookkeeping, controller services, and fractional CFO services.
Beaird Harris Wealth Management, LLC and Beaird Harris, PLLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate wealth management and tax for a fully coordinated solution.
Beaird Harris Wealth Management, LLC is a fee-only Registered Investment Advisor with the SEC.
Beaird Harris, PLLC is a Certified Public Accounting Firm.
Disclosures & Research Methodology
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 upon request.
Beaird Harris Wealth Management, LLC was ranked No. 3 on the 2026 CNBC Financial Advisor 100 list, published October 8, 2026. The ranking is issued by CNBC, an unaffiliated third party, and is based on [survey and data period per CNBC's 2026 methodology]. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors. Firms meeting CNBC's initial criteria were invited to complete a survey, and Beaird Harris Wealth Management completed a survey to be considered. CNBC verified submitted data against the SEC regulatory database, and AccuPoint applied CNBC's proprietary weighted criteria to determine the final ranking. The ranking is based on factors such as [firm size, assets under management, years in business, number of certified financial planners, and regulatory record; confirm against CNBC's 2026 methodology] and is not an evaluation of investment performance or of any client's experience. Beaird Harris Wealth Management paid no fees to be included in this ranking. [Logo license fee language, if applicable; otherwise delete.] CNBC receives no compensation from placing firms on its list, and a firm's appearance on the ranking does not constitute an individual endorsement by CNBC.
Key Points:
- The methodology for the 2025 edition of CNBC’s annual FA 100 ranking of registered investment advisors was prepared in partnership with data provider AccuPoint Solutions.
- A variety of core data points from AccuPoint Solutions’ database of RIAs were analyzed, ranging from the firm’s compliance record and years in business to total accounts and assets under management.
NBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.
The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors.
This analysis used an initial list of 40,563 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 1,015 RIAs meeting CNBC’s proprietary criteria.
CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.
CNBC receives no compensation from placing financial advisory firms on our list. Additionally, an advisor’s appearance on our ranking does not constitute an individual endorsement by CNBC of any firm.
The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:
- Advisory firm’s regulatory/compliance record. (Editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking.)
- Number of years in the business.
- Number of certified financial planners.
- Number of employees.
- Number of investment advisors registered with the firm.
- The ratio of investment advisors to total number of employees.
- Total assets under management.
- Percentage of discretionary assets under management.
- Total accounts under management.
- Number of states where the RIA is registered.
- Country of domicile.
This is the firm's ninth year of recognition, having previously been ranked No. 40 in 2014, No. 31 in 2015, No. 66 in 2020, No. 70 in 2021, No. 44 in 2022, No. 7 in 2023, No. 32 in 2024, No. 3 in 2025, and No. 3 in 2026. Each prior ranking was also issued by CNBC.
