Robert W. Baird & Co. Incorporated
Milwaukee, WI·SEC-registered · CRD #8158
Robert W. Baird & Co. Incorporated is an SEC-registered investment advisory firm in Milwaukee, WI managing $394B across 518k client accounts, with 3.2k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$394B
Client accounts
518k
Advisory staff
3.2k
Fee model
Fee-based
How Robert W. Baird & Co. Incorporated is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Robert W. Baird & Co. Incorporated
How much does Robert W. Baird & Co. Incorporated manage?
Per its most recent SEC Form ADV filing (04/20/2026), Robert W. Baird & Co. Incorporated reports $394B in regulatory assets under management across roughly 518k client accounts.
How does Robert W. Baird & Co. Incorporated charge?
Robert W. Baird & Co. Incorporated is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Robert W. Baird & Co. Incorporated a fiduciary?
Yes. Robert W. Baird & Co. Incorporated is registered with the U.S. Securities and Exchange Commission (CRD #8158), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Robert W. Baird & Co. Incorporated taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Robert W. Baird & Co. Incorporated and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Milwaukee, WI
Profile compiled from Robert W. Baird & Co. Incorporated's public SEC Form ADV filing (CRD #8158, filed 04/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Robert W. Baird & Co. Incorporated. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Robert W. Baird & Co. Incorporated? Claim this profile.