Big Firm Resources. 
RIA Flexibility.
Your Ideal Partner.

How Employee Ownership at Baird Helps Advisors Grow Their Way

Employee ownership helps Baird combine multiple qualities advisors rarely find in the same firm: entrepreneurial freedom, small-firm culture and big-firm resources. Here, Vice Chair John Taft describes how advisors can build their business their way – but with the support to take it further.

What if Advisors Could Get More Support Without Red Tape?

At some firms, getting things done can mean navigating layers of approvals and bureaucracy. At Baird, advisors have direct access to local leadership, technology support and back office teams that help move ideas forward quickly. Hear Financial Advisor Joel Silver explain how things “just happen faster” at Baird.

RIA Flexibility Without the Tradeoffs

Do advisors have to become business owners to gain more flexibility and financial opportunity? Here, Vice Chair John Taft debunks common myths about the RIA model and explains how Baird gives advisors the freedom to build their practice, serve clients and choose products their way – without taking on the burdens of running a business alone.

The Advantage of Shared Ownership at Baird

Employee ownership means the people supporting your clients and practice – from leadership to back office staff – have a vested interest in your success. Here, Financial Advisor Joel Silver explains why that alignment makes a meaningful difference.

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.