BEAIRD HARRIS

RIASEC RegisteredEst. 1996

Total AUM

$2.3B

Discretionary

$2.2B

99% of AUM

Avg account

$682K

Accounts

3,331

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 107238
Registered since: May 20, 1996
Website: bh-co.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.49%
Individuals6.55%
Pension & Profit Sharing Plans1.96%
Charitable Organizations1.18%
Corporations / Businesses0.83%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Beaird Harris is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm has been SEC-registered since 1996 and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include both percentage-of-AUM and fixed-fee models. Beaird Harris identifies as an active ESG investor and lists an industry affiliation with accounting professionals. The firm has received several third-party recognitions, including placement among Financial Times’ Top 300 RIA Firms (2020) and multiple CNBC Top 100 Financial Advisory Firm listings (2020, 2021, 2022, 2025), as well as a Top RIA Firms nod from FA Magazine (2020).