SourcingSourcing

ROBERT W. BAIRD & CO. INCORPORATED

C26
CRD 8158·SEC 801-7571·MILWAUKEE, WI
AUM
$394.07B
$1B+
Est. Revenue
$3.94B
@ 1% on AUM
Est. EBITDA
$1.18B
@ 30% margin
Est. Deal Value
$9.46B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROBERT W. BAIRD & CO. INCORPORATED
CRD
8158
SEC file #
801-7571
EIN
000000000
DBA names
—

Economics

AUM
$394.07B
AUM band
$1B+
AUM trajectory
'20'26
$140.26B → $394.07B▲ +181%
Client mix
Individuals Other153,711
Individuals High Net Worth82,420
Pension Profit Sharing Plans1,709
Corporations1,669
Charitable Organizations1,433

Operations

Employees (total)
4,322
Advisory staff (per ADV)
3,170
Advisory staff (5-yr trend)
'20'26
1,997 advisors → 3,170 advisors▲ +59%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
twitter.com/rwbaird(social)

Compliance

Disclosures (firm)
7
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BAIRD FINANCIAL CORPORATION
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
BAIRD FINANCIAL CORPORATION
BOOTH, STEVEN GREGORY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
129
Form 5500 Total Participants
11,385
Form 5500 Total Compensation
7,765,567
Form 5500 Compensation Trajectory 3y
20256,691,694
20261,073,873
20240
Form 5500 Plan Count Trajectory 3y
2025120
20267
20242
Schedule C Total Compensation
7,765,567
Schedule C Service Provider Rows
129

SEC EDGAR

Edgar Cik
0001214720
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2003-02-11
Edgar Last Filing Date
2012-02-10
Edgar 13f Count
16
Edgar 13f Latest AUM Estimate
Filing Date2010-05-12
Accession0001140361-10-020665
Edgar Former Names
NCF INVESTMENT DEPARTMENT OF NEW COVENANT TRUST CO NA

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2415
Soi Zip Pct 200k Plus
0.099
Soi Zip Returns 200k Plus
1,520
Soi Zip Total AGI
1,781,576
Fdic Zip Total Deposits
569,951,408,000
Fdic Zip Branch Count
725
Fdic Zip Top Banks
U.S. Bank National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
24
Bc Firm IAR Count
50
Custodian Candidates
Full
U.s. Bank9
Raymond James8
Charles Schwab5
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
200 EAST 12TH STREETJEFFERSONVILLE, IN 47130
Business
C/O DECHERT1775 I ST NWWASHINGTON, DC 20006
Edgar EIN
000000000
Edgar Recent Filings
13F-NT2012-02-10 · 0000943663-12-000029
13F-NT2011-11-14 · 0000943663-11-000138
Fdic Zip Branches Raw
M&I Marshall and Ilsley BankMilwaukee, WI
M&I Marshall and Ilsley BankMilwaukee, WI
Fdic Zip HHI
2740.92
Fdic Zip Top Bank Share Pct
49.79
Fdic Zip Year
2025
Fee Schedule
Bracket Ix46
Bracket I30
Bracket Iii7
Bracket Vi7
Bracket Iv4
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI40,468
Returns3,020
Stub 2
AGI142,005
Returns3,770
Stub 3
AGI191,160
Returns3,100
Soi Zip Total Business Income
44,746
Soi Zip Total Cap Gains
192,297
Soi Zip Total Dividends
116,602
Soi Zip Total Returns
15,360
Trust Company Affiliate
Yes

People (60)

60
THUROW, LAURA K
IAR · Executive Officer · 2.5%
3193702
BOOTH, STEVEN GREGORY
Executive Officer · 2.5%
2147388
DAHLBERG, ERIK CHARLES
Executive Officer · 2.5%
1650544
GRAVERSON, CHRISTA LYNN
Executive Officer · 2.5%
4912961
LANGENFELD, JON A
Executive Officer · 2.5%
4322120
LAWTON, PATRICK STEVEN
Executive Officer · 2.5%
1007318
MAXWELL, TERRANCE, PATRICK
Executive Officer · 2.5%
1463158
PALMER, ANGELA, MARIE
Executive Officer · 2.5%
4915568
SCHROEDER, MICHAEL, JOHN
Executive Officer · 2.5%
1483012
SCHULTZ, PAUL, LEE
Executive Officer · 2.5%
1965163
STANEK, MARY ELLEN
Executive Officer · 2.5%
2006493
Juanita Borrego
IAR
1193635
KELLY LYNN KONTOWSKI
IAR
1942094
AMY LYNN GILLETTE
IAR
2138412
DAWN RENEE GIBSON
IAR
2093733
MICHELLE MARIE DITTMAR
IAR
2098990
KELLI ANNE DOWNS
IAR
2237637
STEPHEN B KOCH
IAR
2222637
JOYCE MULONDO
IAR
2177959
EDWARD B LERANTH
IAR
3222941
MELINDA K GORDON
IAR
3228016
ANGELINA ELEASE FRENCH
IAR
3206023
Meghan Hegarty Dean
IAR
3241827
John R Craddock
IAR
3275125
APRIL JANE WILTZER-SPOHN
IAR
4012239
SCOTT CHRISTOPHER THOMAS
IAR
4037664
AMY WHITNEY JUNKER
IAR
4143298
KRISTEN LEE METCALF
IAR
4118384
KATHLEEN JOAN SEIBERLICH
IAR
3244776
JACQUELINE JEAN HENDRICKS
IAR
3174740
FRANK DAVID WILSON
IAR
4342238
Anne M Poisl
IAR
4350099
TIMOTHY TODD OETKEN
IAR
4365769
CHRISTINE L PEPPER
IAR
4367490
JOELL MARIE THOMPSON
IAR
4383159
BRIAN CHARLES TIMMIS
IAR
4368687
MICHAEL S LEBERMAN
IAR
4152331
REBEKAH L FREITAG
IAR
4182978
MATTHEW C SCHNEIDER
IAR
4182992
THOMAS ALEXANDER HAYDEN
IAR
4167587
JASON T CARVER
IAR
4434748
JEANNETTE LYNN HAEN
IAR
4453059
AMY MARIE JOHNSON
IAR
4487825
JEFFREY L SCHROM
IAR
4501387
KRISTEN SHAYE RUNYON
IAR
4350575
JAMESON SCOTT WECK
IAR
4329460
JENNIFER MARIE LORENZEN
IAR
4334482
ALEXANDER DEAN SCHNEBLE
IAR
4515432
TRACEY L KILLORAN
IAR
4546022
CARISA NICOLE OPPERMANN
IAR
4546038
JOSEPH MICHAEL GRABOWSKI
IAR
4548268
JENNIFER SUSAN OLEN
IAR
2763980
MARY EVELYN LEVAR
IAR
2763970
CHRISTOPHER ALAN TODRYK
IAR
2853706
MONIQUE SAALWAECHTER
IAR
2821631
NANCY LYNN GUNTER
IAR
2593864
PAVLIK, JAMES, EDWARD
IAR
2790592
RYAN JOHN MAUSEHUND
IAR
2781306
LAURA K CASSIN
IAR
2984078
JANNA LYNN GOIHL
IAR
2961193