Beaird Harris Wealth Management, based in Dallas, Texas, is ranked No. 32 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1.6B
Years in Business:Â 28
Accounts Under Management: 722
Previous appearances on FA 100 List:Â 4 (No. 7 in 2023)
Principals:
Pat Beaird, Co-founder & Managing Partner
Donald Harris, Co-founder
Steven Lugar, Managing Director
Contact:
5005 LBJ Freeway, Suite 1700, Dallas, TX 75244
(972) 503-1040
