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Big Firm Resources. 
RIA Flexibility.
Your Ideal Partner.

At Baird, you don’t have to choose between support and autonomy.

Our advisors benefit from the strength and resources of a large firm, without giving up independence or control over how they serve clients. Here, support is designed to enable decision-making rather than direct it. It's an approach we've taken for decades, and one that helps advisors build successful practices.

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See How Advisors and Leaders Describe Their Experience at Baird

Advisors who choose Baird often point to the same things: thoughtful support, accessible resources and a culture that respects how they work. The videos below highlight those perspectives, straight from advisors and leaders who have lived the experience.

Lessons From 25 Years of Partnering With Advisors

In his role, Brian takes a proactive, hands-on approach to partnering with advisors as they shape the long-term direction of their practices. Over the quarter century he’s been here, he’s helped countless recruits find a home in Baird. In this video, he shares what he’s seen matter most in advisors’ roles, and how that perspective shapes the way Baird supports advisors.

The Freedom To Do What's Right

Travis joined Baird in 2019 after recognizing a growing disconnect between his wirehouse firm’s decisions and what he believed was right for his clients. Here, he explains why coming to Baird allowed him to realign his practice around his clients’ values.

Big Firm Resources. RIA Flexibility. Your Ideal Partner.

Advisors know the tradeoffs. Large firms can offer scale and resources, but often at the cost of flexibility. Smaller firms may offer independence, but with fewer capabilities. Here, Executive Market Director Brian Kurtz shares how Baird brings together the best of both – without the compromises.

Support That's More Than a Promise

Six months into joining Baird, Tom was involved in a serious car accident. In this video, he shares how the people at Baird showed up for him, and how that support made it possible to return to his practice without missing a beat.

The Transition Experience Reimagined

Instead of slowing down after a move, Travis describes how his team gained momentum – earning more referrals and driving meaningful asset growth – by partnering with a firm that centers decisions around clients and empowers advisors to tell their own story.

A Firm That Invests in You

After starting his career on Baird’s trading desk, Tom found himself at a crossroads. Here, he shares how leadership recognized his strengths and helped him find a home in private wealth management – where relationships are the center of his work.

The Resources To Grow and the Support To Lead

What sets Baird apart? A welcoming culture, forward-looking leadership and decisions that are grounded in what’s best for clients. In this video, Associate Branch Manager Moira Moran shares how that commitment shows up in advisors’ day-to-day work – with the resources they expect and the autonomy to lead their business in the way that works best for them.

 

We’re Helping Advisors and Their Clients Reach New Heights

Baird has more than 155 Private Wealth Management offices throughout 33 states. And while we’re not small, we are intentional about the ways we grow our firm so that we can continue providing personalized support to each advisor and team. 

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Considering what’s next for your practice?

Explore more about what it’s like to work with Baird, how we support advisors and where opportunities may be available.

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What It's Like to Be an Owner

Here, everyone has a stake in the success of you and your clients – but the benefits of our unique structure don’t end there.

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How We Ensure a Smooth Transition

Switching firms can be a hassle. That’s why we’ve developed a streamlined process to help you and your clients transition with ease.

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How We Support Your Growth

Constant improvement lets you expand your practice and do more for your clients. If you’re looking to elevate your career, you’ve found your firm.

Learn More

 

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Sound different from what you’re used to?

That’s not by accident. If you want to explore what Baird can do for you and your clients, we’re here to discuss and answer any questions along the way.

Let's Talk - Confidentially