ROBERT W. BAIRD & CO. INCORPORATED is a Milwaukee, Wisconsin based financial advisory firm with nearly $247,790,348,025 in assets under management and provides investment advisory services for 316065 clients. There are currently 4071 financial advisors at the firm.
General Information |
Firm CRD#: | 8158 | |
SEC#: | 801-7571 | |
Assets under Management: | $247,790,348,025 | |
No. of Clients: | 316065 | |
No. of Advisors: | 4071 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Investment, Portfolio Management for pooled Investment, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Publication of periodicals or Newsletters, Educational Seminars/ Workshops | |
Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees, Commision Based, Performance Based, Other(HARD DOLLAR PAYMENTS FOR RESEARCH) |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
HARBOUR INVESTMENTS, INC. | 19258 | 801-29185 | 28573 | 219 | $4,468,811,819 |
ANNEX WEALTH MANAGEMENT, LLC | 127987 | 801-63505 | 17141 | 114 | $4,833,150,360 |
NICOLET WEALTH MANAGEMENT | 283940 | 801-108012 | 10191 | 58 | $2,930,862,255 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | 801-119352 | 3569 | 37 | $4,800,233,228 |
DANA INVESTMENT ADVISORS INC | 105879 | 801-14828 | 3269 | 53 | $4,427,776,044 |
NORTH STAR ASSET MANAGEMENT INC | 106489 | 801-52034 | 3098 | 18 | $2,324,356,049 |
PEGASUS PARTNERS | 175206 | 801-81049 | 2983 | 21 | $2,452,419,607 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | 801-62562 | 779 | 19 | $2,425,678,000 |
JOHN F SUBY WEALTH MANAGEMENT LLC | 150824 | 801-70434 | 322 | 5 | $1,750,916,698 |
REINHART PARTNERS, LLC | 106432 | 801-40278 | 290 | 19 | $1,613,276,781 |
KELLOGG ASSET MANAGEMENT, LLC | 150031 | 801-70113 | 116 | 11 | $2,172,239,299 |
HEARTLAND ADVISORS, INC. | 29433 | 801-19074 | 93 | 27 | $1,691,154,945 |
MADISON ASSET MANAGEMENT | 130874 | 801-62992 | 50 | 96 | $3,920,106,732 |
MASON WELLS, INC. | 173069 | 801-80473 | 6 | 20 | $1,936,451,188 |
HAMMES REALTY ADVISORS, LLC | 165693 | 801-78676 | 5 | 34 | $1,509,379,344 |