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ROBERT W. BAIRD & CO. INCORPORATED

Advisory

N·MILWAUKEE, WI

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$394.1B

1-Year AUM Growth

+16.0%

3-Year CAGR

+7.4%

Employees

3,170

Assets Under Management

Total AUM$394.1B

Discretionary AUM$289.5B

Non-Discretionary AUM$104.6B

Discretionary %73.5%

Total Clients228,442

Team

Total Employees3,170

Investment Advisers4,322

Employee Growth (1Y)-0.3%

Filing History

Total Filings on Record108

First FilingJan 29, 2001

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 108 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ROBERT W. BAIRD & CO. INCORPORATED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.