ROBERT W. BAIRD & CO. INCORPORATED is a Milwaukee, Wisconsin based financial advisory firm with nearly $287,514,955,453 in assets under management and provides investment advisory services for 331500 clients. There are currently 4069 financial advisors at the firm.
General Information |
| Firm CRD#: | 8158 | |
| SEC#: | 801-7571 | |
| Assets under Management: | $287,514,955,453 | |
| No. of Clients: | 331500 | |
| No. of Advisors: | 4069 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops, Other (SEE SCHEDULE D) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| ANNEX WEALTH MANAGEMENT, LLC | 127987 | 801-63505 | 18642 | 139 | $5,583,981,406 |
| NICOLET WEALTH MANAGEMENT | 283940 | 801-108012 | 9297 | 60 | $3,665,411,749 |
| DANA INVESTMENT ADVISORS INC | 105879 | 801-14828 | 3327 | 61 | $4,505,412,092 |
| NORTH STAR ASSET MANAGEMENT INC | 106489 | 801-52034 | 3090 | 21 | $2,727,420,238 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | 801-119352 | 2304 | 27 | $4,408,957,456 |
| RESONANT CAPITAL ADVISORS, LLC | 298451 | 801-114001 | 1981 | 19 | $1,747,858,866 |
| DIVERSIFIED MANAGEMENT INC | 106680 | 801-46436 | 1640 | 7 | $1,576,315,793 |
| PROVIDENT TRUST COMPANY | 110118 | 801-58213 | 1119 | 12 | $5,743,082,043 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | 801-62562 | 800 | 18 | $2,135,401,000 |
| REINHART PARTNERS, LLC | 106432 | 801-40278 | 263 | 14 | $1,912,117,349 |
| KELLOGG ASSET MANAGEMENT, LLC | 150031 | 801-70113 | 115 | 11 | $2,508,796,355 |
| HEARTLAND ADVISORS, INC. | 29433 | 801-19074 | 92 | 26 | $1,885,901,565 |
| MADISON ASSET MANAGEMENT | 130874 | 801-62992 | 49 | 95 | $4,484,845,089 |
| MASON WELLS, INC. | 173069 | 801-80473 | 6 | 22 | $2,141,471,695 |
| HAMMES REALTY ADVISORS, LLC | 165693 | 801-78676 | 5 | 33 | $1,665,275,777 |