The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

3. Beaird Harris Wealth Management

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Beaird Harris Wealth Management, based in Dallas, Texas, is ranked No. 3 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.9 billion
Accounts Under Management: 3,188
Years in Business: 29

  • Accepts clients in all 50 states
  • Physical offices in Texas
  • $1 million minimum asset threshold

Leadership and Contact Information:
Pat Beaird, co-founder and managing partner

bh-co.com
5005 LBJ Freeway, Suite 1700, Dallas, TX 75244
(972) 503-1040

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