Robert W. Baird & Co Incorporated

Broker-DealerFINRA MemberEst. 1971

Total AUM

$394B

Discretionary

$289B

73% of AUM

Accounts

367,123

Employees

4,322

Advisory reps

3,762

Brokerage reps

3,426

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 8158
Registered since: July 14, 1971
Website: www.rwbaird.com
Custodians: ROBERT W. BAIRD & CO. INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Performance Based Fees, Other
Client types: Investment Companies40.08%
HNWI34.27%
Individuals8.46%
Corporations / Businesses4.92%
Pension & Profit Sharing Plans4.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Robert W. Baird & Co. Incorporated is a full-service broker-dealer and registered advisor that serves both individuals and institutional clients. The firm combines brokerage, advisory, and custody roles while offering financial planning, portfolio management across client types (individuals, pooled vehicles, investment companies, businesses and institutions), pension consulting, selection of subadvisers, and educational publications and seminars. It also operates as a CPO/CTA and registered municipal advisor. Fee arrangements vary by engagement and include percentage-of-AUM, hourly, fixed, commission, performance-based and other structures. The firm identifies as an active ESG investor and participates in multiple lines of capital markets activity, including sponsorship and management roles for pooled investment vehicles.