Best-in-State · rank 42 · Scottsdale, Arizona · listed firm: Baird
Identity & firm
- Firm — Baird (high)
- “firm":"Baird” — forbes_shook
- Parent company — independent (high)
- “Baird is an employee-owned wealth management, capital markets, asset management and private equity firm” — firm_official
- Firm type — wirehouse (medium)
- “Baird is an employee-owned wealth management, capital markets, asset management and private equity firm” — firm_official
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Book of business
- Team AUM ($M) — 680 (high)
- “Team Assets (Custodied)":"$680M” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum account size for new business":"$2M” — forbes_shook
- Typical client net worth ($M) — 5 (high)
- “Typical Net Worth of Relationships":"$5-15M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Baird is a wirehouse affiliated with wealth management operations” — firm_official
- Fee model — gap: not_found_after_search
Positioning & marketing
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- Press awards — Forbes Top Wealth Advisors 2026 (#42) (high)
- “rank":42,"year":2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — https://www.rwbaird.com/static/shared/images/BairdLogo.png (high)
- Visual brand notes — Baird corporate branding: professional blue/navy palette, serif typography, institutional wealth management aesthetic (medium)
- “Baird Private Wealth Management | Private Wealth Management” — firm_official
