# Baird

> Baird is a privately held, employee-owned financial services firm that combines private wealth management, asset management, fixed-income and equity capital markets, investment banking, and principal investing under one roof. Founded in Milwaukee in 1919, it serves individuals, families, corporations, institutions, municipalities, nonprofits, and private equity sponsors through more than 200 locations worldwide. Its defining strategic choice is ownership: about 81% of associates held Baird shares at the end of 2025, giving the firm room to manage for long relationships instead of public-market quarters.

- **Founded:** 1919
- **Headquarters:** Milwaukee, United States
- **Founders:** Robert Wilson Baird (Founding leader and namesake)
- **Team size:** 5,460 associates and 1,417 financial advisors at year-end 2025
- **Products:** Private Wealth Management, Asset Management, Fixed Income Capital Markets, Equity Capital Markets, Principal Investments
- **Notable:** Reported nearly $564 billion in client assets at year-end 2025, up more than 273% over ten years., Generated $3.807 billion in 2025 net revenue and $757 million in operating income., Completed 203 advisory and financing transactions with a combined value of $106 billion in 2025.

## Products & services

- **Private Wealth Management** — Financial planning, investment consulting, retirement, tax and estate planning coordination, and trust services for individuals, families, business owners and executives.
- **Asset Management** — Risk-controlled fixed-income and equity strategies, separate accounts and a family of no-load Baird Funds for institutions and individual investors.
- **Fixed Income Capital Markets** — Institutional sales and trading, market analysis, public finance underwriting and advisory across corporate credit, agencies, municipals and securitized products.
- **Equity Capital Markets** — Global investment banking, M&A advice, equity underwriting, private capital solutions, research, institutional sales, trading, corporate access and conferences.
- **Principal Investments** — Private equity, venture capital, minority co-investments and strategic investments through Baird Capital, Baird Principal Group and Strategic Investments.
- **Strategas Research and ETFs** — Macroeconomic, policy and technical research plus three exchange-traded funds through Strategas, a Baird company.

## Achievements

- Reported nearly $564 billion in client assets at year-end 2025, up more than 273% over ten years.
- Generated $3.807 billion in 2025 net revenue and $757 million in operating income.
- Completed 203 advisory and financing transactions with a combined value of $106 billion in 2025.
- Ranked the No. 1 municipal underwriter nationally in 2025, based on S&P Muni Deal Query data cited by Baird.
- Baird Advisors reached $188 billion in assets under management in 2025; Baird Equity Asset Management reached $11.4 billion.
- Named to Fortune's 100 Best Companies to Work For for the 22nd consecutive year in 2025, ranking No. 13.
- Baird Asset Management appeared on Pensions & Investments' Best Places to Work in Money Management list for a 14th consecutive year in 2025.
- Baird Foundation supported more than 4,000 nonprofits in 2025.

## Latest updates

- **2026-01** — Mike Schroeder moved from Chairman of Private Wealth Management to Vice Chair of Baird.
- **2025-12** — Baird Asset Management was recognized for a 14th consecutive year among Pensions & Investments' Best Places to Work in Money Management.
- **2025-11** — Baird released its 2025 Corporate M&A Report on how strategic buyers were reshaping deal activity.
- **2025-08** — Baird Public Finance hired Tim Kelly to expand higher-education and nonprofit coverage nationally.
- **2025-04** — Baird ranked No. 13 on Fortune's 100 Best Companies to Work For list, its 22nd consecutive appearance.
- **2025-01** — Baird Capital invested in Newmarket Strategy and later added EvoluteIQ to its portfolio during 2025.

## Links

- Website: https://www.rwbaird.com/
- LinkedIn: https://www.linkedin.com/company/robert-w-baird-co
- Twitter/X: https://twitter.com/rwbaird
- YouTube: https://www.youtube.com/user/RobertWBaird
- Instagram: https://instagram.com/rwbaird/
- Facebook: https://www.facebook.com/RobertWBairdandCompany

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Profile page: https://yespress.io/baird
Published by YesPress — https://yespress.io
Last updated: 2026-08-17