FIRM PROFILE

ROBERT W. BAIRD & CO. INCORPORATED

CRD 8158 · Source month: August 2026

Reported business facts

CRD number: 8158Reported in SEC monthly data
Legal name: ROBERT W. BAIRD & CO. INCORPORATEDReported in SEC monthly data
Regulatory assets under management: $394,068,801,480.00Reported in SEC monthly data
Employees: 4,322Reported in SEC monthly data
Employees performing advisory functions: 3,170Reported in SEC monthly data
Individual clients (other than high net worth): 153,711Reported in SEC monthly data
High net worth individual clients: 82,420Reported in SEC monthly data
Banking or thrift institution clients: 18Reported in SEC monthly data
Investment company clients: 18Reported in SEC monthly data
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: 8Reported in SEC monthly data
Pension and profit-sharing plan clients: 1,709Reported in SEC monthly data
Charitable organization clients: 1,433Reported in SEC monthly data
State or municipal government clients: 76Reported in SEC monthly data
Other investment adviser clients: 254Reported in SEC monthly data
Insurance company clients: 22Reported in SEC monthly data
Sovereign wealth fund or foreign official clients: Not reportedObserved missing state
Corporation or other business clients: 1,669Reported in SEC monthly data
Other clients: 21Reported in SEC monthly data

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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