Robert W. Baird & Co. Inc
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Overview
Robert W. Baird & Co. Inc is located at 777 E. Wisconsin Avenue, Milwaukee, WI. The firm employs 2,966 financial advisors to manage client portfolios and provide financial guidance. Robert W. Baird & Co. Inc is a registered broker-dealer.
Robert W. Baird & Co. Inc oversees $287.5 billion in assets under management across 331,500 accounts, of which 190,204 are discretionary and 141,296 are non-discretionary. Over the past year, the firm has provided financial planning services to 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The firm caters to a diverse range of investors, including retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, and corporations. Retail investors are the largest client type by accounts. The fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees. The firm has 60,342 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, trust company, insurance company or agency, real estate broker or dealer, and commodity pool advisor.
Robert W. Baird & Co. Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Robert W. Baird & Co. Inc by the Numbers
$287.5 billion
4,069
331,500
$867.3 thousand
Products and Services
Robert W. Baird & Co. Inc offers a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. In the prior fiscal year, Robert W. Baird & Co. Inc provided financial planning services to 500 of its customers. The Firm is involved in selling products or offering services aside from investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically depend on which services are offered. Fees charged by Robert W. Baird & Co. Inc can include any blend of the following fee structures: asset-based, hourly, fixed, commission-based, performance-based, or other. The company does participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 1% of firms
Commissions
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm does business with a number of different clients. The firm provides services to retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, corporations, and other. Out of its 12 clients, Robert W. Baird & Co. Inc's biggest client type by number of accounts is investment companies, though it also caters to 60342 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 28.13%
- Other Individuals - 69.64%
- Corporations - 1.6%
- Charitable Organizations - 0.62%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Robert W. Baird & Co. Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Robert W. Baird & Co. Inc
Fort Worth, TX
Villa Park, IL
Denver, CO
Milwaukee, WI
Louisville, KY
Cincinnati, OH
Minneapolis, MN
Scottsdale, AZ
Milwaukee, WI
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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