Robert W Baird & Co

Robert W. Baird & Co. is an independent, employee-owned financial services firm founded in 1919. The company offers a comprehensive suite of services, including wealth management, capital markets, asset management, and private equity.

The firm is headquartered in Milwaukee, Wisconsin, and operates offices across the United States, Europe, and Asia. It maintains a significant global presence that supports diverse client needs.

Wealth Management

Baird's wealth management division provides personalized financial advice and planning strategies tailored to high-net-worth individuals and institutional clients. Services include portfolio management, retirement planning, philanthropic gifting, and risk management.

The firm manages more than $235 billion in client assets, underscoring its strong position in the wealth management sector.

Capital Markets

In capital markets, Baird offers investment banking, equity capital markets, fixed income capital markets, and private equity services. The investment banking team primarily serves middle-market companies, advising on financing and advisory transactions.

In 2020, Baird advised on nearly 200 transactions with a total value exceeding $70 billion. Its equity research analysts cover over 725 stocks, serving institutional investors globally.

Asset Management

Baird's asset management division serves public and private retirement plans, corporations, foundations, and high-net-worth individuals through Baird Advisors and Baird Equity Asset Management.

The firm manages over $120 billion in assets and offers mutual funds through Baird Funds, covering both fixed income and equity options.

Company Size and Financials

As of 2023, Baird reported net revenues of $2.9 billion and employed approximately 5,100 associates across more than 200 locations worldwide.

Its employee-owned structure fosters a culture of integrity and client-centric service, with associates vested in the success of their clients.

Locations

• Headquarters: Milwaukee, Wisconsin
• Chicago, IL, USA
• Offices throughout the United States, Europe, and Asia

Recognition and Culture

Baird has been recognized as one of FORTUNE's 100 Best Companies to Work For® since 2004. This reflects its dedication to creating a positive and supportive work environment for its associates.

The company's commitment to excellence and client service continues to drive its success in the financial services industry.