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ROBERT W. BAIRD & CO. INCORPORATED
CRD 8158 · SEC 801-7571
777 E. WISCONSIN AVENUE, MILWAUKEE, WI, 53202-5391, United States
Phone
414-765-3500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$394.07B
Discretionary AUM
$289.49B
Team
4322 total employees; 3170 advisory reps; 19985 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees; HARD DOLLAR PAYMENTS FOR RESEARCH
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsSEE SCHEDULE D
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153711 | $33.33B |
| High net worth individuals | 82420 | $135.03B |
| Banking/thrift institutions | 18 | $492.4M |
| Investment companies | 18 | $157.93B |
| Pooled investment vehicles | 8 | $1.25B |
| Pension/profit sharing plans | 1709 | $17.82B |
| Charitable organizations | 1433 | $7.66B |
| State/municipal entities | 76 | $8.18B |
| Other investment advisers | 254 | $480.4M |
| Insurance companies | 22 | $8.78B |
| Corporations/business entities | 1669 | $19.39B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://twitter.com/rwbaird
- https://www.linkedin.com/company/chautauqua-capital-management
- https://www.instagram.com/rwbaird
- https://www.pinterest.com/rw_baird
- https://www.linkedin.com/company/robert-w-baird-&-co
- https://www.linkedin.com/company/baird-capital
- https://www.linkedin.com/showcase/baird-global-investment-banking
- https://www.youtube.com/channel/UCwm9gV1X4s1GNi0jzSe4VgQ
- https://vimeo.com/rwbaird
- https://www.linkedin.com/company/baird-trust-company
- https://www.linkedin.com/showcase/baird-fixed-income-capital-markets
- https://twitter.com/bairdconference
- https://www.facebook.com/robertwbairdandcompany
- https://twitter.com/bairdcareers
- https://twitter.com/bullandbaird
- https://www.rwbaird.com
Official SEC filing: View on IAPD