Best-in-State · rank 76 · Scottsdale, Arizona · listed firm: Baird
Identity & firm
- Firm — Robert W. Baird & Co. Inc. (high)
- “Director, Private Investment Management at Robert W. Baird & Co. Inc.” — sec_finra_regulatory
- Parent company — independent (high)
- “Robert W. Baird & Co. Inc. is an independent investment bank and wealth management firm.” — firm_official
- Firm type — independent_ria (high)
- “Robert W. Baird & Co. Inc. is SEC-registered as an investment adviser.” — sec_finra_regulatory
- Team name — The Zeidler Group (high)
- “The Zeidler Group believes success comes to those who plan for it.” — firm_official
- Team size — gap: not_found_after_search
- CRD — 2167507 (high)
- “CRD #2167507” — sec_finra_regulatory
- Years experience — 30 (high)
- “Industry experience since 1996; Baird registration since 2003” — sec_finra_regulatory
- Designations — Series 63, Series 65 (medium)
- “Passed examinations: Series 63, Series 65” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 438 (high)
- “Team Assets (Custodied): $438M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 27.5 (high)
- “Typical Net Worth of Relationships: $5-50M” — forbes_shook
- Client niche — family_wealth_multigenerational (high)
- “As a family team themselves, they understand the importance of family decision-making and planning for the next generation.” — firm_official
- Custodians — Baird Custody (medium)
- “Team Assets (Custodied): $438M” — forbes_shook
- Fee model — not_public (medium)
- “Fee information not publicly disclosed on team website or Forbes profile.” — firm_official
Positioning & marketing
- Website url — https://www.thezeidlergroup.bairdwealth.com/ (high)
- “The Zeidler Group website URL” — firm_official
- Value proposition (verbatim) — The greatest value they provide is peace of mind – the freedom to live your best life knowing a trusted team is looking after your wealth. (high)
- “The greatest value they provide is peace of mind – the freedom to live your best life knowing a trusted team is looking after your wealth.” — firm_official
- Differentiators — Family-focused multi-generational planning, Emphasis on peace of mind and wealth stewardship, 30+ years combined experience, SEC-registered independent adviser, Specialization in family decision-making and legacy planning (high)
- “The Zeidler Group believes success comes to those who plan for it. As a family team themselves, they understand the importance of family decision-making and planning for the next generation.” — firm_official
- Content marketing — occasional (medium)
- “News & Insights section available at thezeidlergroup.bairdwealth.com/news-insights” — firm_official
- Has podcast — no (medium)
- “No podcast hosted by The Zeidler Group found in search results.” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/sharon-zeidler-9238122 (high)
- “Sharon Zeidler LinkedIn profile” — social_or_third_party_db
- Social presence — linkedin_active, x (high)
- “LinkedIn profile active at linkedin.com/in/sharon-zeidler-9238122; X/Twitter account @SharZ_baird active since January 2013” — social_or_third_party_db
- Press awards — 2026 Forbes Best-In-State Wealth Advisors (Arizona), 2026 Forbes Top Women Wealth Advisors Best-In-State (Arizona, rank #15), 11 total Forbes publications appearances (high)
- “Forbes 2026 Best-In-State Wealth Advisors List; 2026 Forbes Top Women Wealth Advisors Best-In-State List” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “The Zeidler Group uses Baird corporate branding without a distinct standalone team logo.” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Corporate Baird branding: professional navy and white palette, serif typography, heritage wealth management aesthetic. No distinct team visual identity separate from parent firm. (medium)
- “Baird branding elements visible across thezeidlergroup.bairdwealth.com website.” — firm_official