Baker Tilly Wealth Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$5.2B

Discretionary

$2.9B

55% of AUM

Avg account

$1.9M

Accounts

2,666

Employees

Advisory reps

Firm details

Headquarters: Madison, Wisconsin
CRD number: 167811
Registered since: August 25, 2020
Website: www.bakertilly.com
Custodians: THE HUNTINGTON INVESTMENT COMPANY, UMB FINANCIAL SERVICES, INC., CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON, U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government63.45%
HNWI19.2%
Pension & Profit Sharing Plans10.81%
Individuals6.24%
Corporations / Businesses0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Baker Tilly Wealth Management, LLC is an SEC-registered advisory firm that acts as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and institutions, pension consulting services, selection of other advisers, and educational workshops. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Baker Tilly Wealth Management is not positioned as an active ESG investor and also maintains affiliations across the financial ecosystem, including broker-dealer relationships, municipal advising, accounting, insurance, and sponsorship or general-partner roles in pooled investment vehicles. The firm received recognition from Forbes (America’s Top RIA Firms, 2023) and from Citywire (50 Growers Across America, 2024).