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.
View the complete list | View our CNBC profile
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.