Best-in-State · rank 51 · Phoenix, Arizona · listed firm: Baird
Identity & firm
- Firm — Baird (high)
- “firm":"Baird"” — forbes_shook
- Parent company — Baird (private partnership) (high)
- “Robert W. Baird & Co. is an employee-owned firm” — firm_official
- Firm type — wirehouse (high)
- “Robert W. Baird & Co. provides brokerage and investment advisory services” — firm_official
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Book of business
- Team AUM ($M) — 522 (high)
- “Team Assets (Custodied): $522M” — forbes_shook
- Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 4.5 (high)
- “Typical Net Worth of Relationships: $1-8M” — forbes_shook
- Client niche — generalist (medium)
- “Typical size of Household accounts: $500K-5M” — forbes_shook
- Custodians — not_applicable (high)
- “Baird is a wirehouse/full-service brokerage offering custody services” — firm_official
- Fee model — aum_fee (medium)
- “Baird wealth advisors primarily operate under AUM fee model” — firm_official
Positioning & marketing
- Website url — gap: not_found_after_search
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- Has podcast — gap: not_found_after_search
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- Press awards — Forbes Best-in-State Wealth Advisors 2026 (#51) (high)
- “rank":51,"year":2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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