ROBERT W. BAIRD & CO. INCORPORATED

other names
  • ROBERT W. BAIRD & CO. INCORPORATED
  • BAIRD
  • THE DDK GROUP
  • CHAUTAUQUA CAPITAL MANAGEMENT
  • BAIRD PRIVATE WEALTH MANAGEMENT
  • BAIRD PRIVATE ASSET MANAGEMENT
  • BAIRD INSTITUTIONAL EQUITIES & RESEARCH
  • BAIRD GENERATIONAL WEALTH GROUP
  • BAIRD EQUITY ASSET MANAGEMENT
  • BAIRD ADVISORS

Adviser Profile
As of Date 03/27/2026
ADV Location MILWAUKEE, WI, United States
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 4,322 6%
of those in investment advisory functions 3,170 7%
Registration SEC, Approved, 07/14/1971
AUM* 394,068,801,480 37%
of that, discretionary 289,489,829,877 37%
Private Fund GAV* 527,721,092 167%
Avg Account Size 1,073,397 24%
% High Net Worth 34.15% 21%
SMA’s Yes
Private Funds 3
Contact Info 414 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- 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
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

205B 175B 146B 117B 88B 58B 29B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name KPMG LLP Filing Date12/23/2025 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date10/24/2024 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date11/15/2023 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$524,157,243
Fund TypeOther Private Fund Count2 GAV$3,563,849

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Brochure Summary