Wealth Manager
    SEC Registered
    Manages Private Funds

    Robert W. Baird & Co. Incorporated

    Registered investment advisor · Milwaukee, Wisconsin · CRD #8158

    Assets Under Management
    $394.1B
    Client Accounts
    367,123
    Employees
    4,322
    CRD Number
    8158
    Registration
    SEC Registered
    Custodian
    Robert W. Baird & Co. Incorporated

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Robert W. Baird & Co. Incorporated

    Baird (Robert W. Baird & Co.) is an employee-owned financial services firm based in Milwaukee, Wisconsin, established in 1919. It offers a wide range of services, including investment banking, capital markets, private equity, wealth management, and asset management. With approximately 4,600 employees and over 200 offices across the U.S., Europe, and Asia, Baird manages more than $525 billion in client assets and reported $3.5 billion in revenues for 2024. Baird operates five key business segmen

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Robert W. Baird & Co. Incorporated's AUM?

    Robert W. Baird & Co. Incorporated reports approximately $394.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Robert W. Baird & Co. Incorporated headquartered?

    Robert W. Baird & Co. Incorporated is headquartered in Milwaukee, Wisconsin.

    What is Robert W. Baird & Co. Incorporated's CRD number?

    Robert W. Baird & Co. Incorporated's CRD number is 8158. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Robert W. Baird & Co. Incorporated manage?

    Robert W. Baird & Co. Incorporated manages approximately 367,123 client accounts according to its latest SEC filing.

    Is Robert W. Baird & Co. Incorporated SEC registered?

    Yes, Robert W. Baird & Co. Incorporated is registered with the SEC as an investment adviser with an approved registration status.

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