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 SEC-registered registered investment adviser organized as an LLC and on the register since 1996. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines percentage-of-AUM billing with fixed fees. The firm describes itself as an active ESG investor and uses third-party managers for alternative strategies. Beaird Harris has been recognized in industry rankings, including placement in the Financial Times Top 300 RIA Firms (2020), listings in FA Magazine’s Top RIA Firms (2020), and repeated inclusion in CNBC’s Top 100 Financial Advisory Firms (2020, 2021, 2022, 2025). The firm also maintains an affiliation with accounting professionals as part of its service ecosystem.