Baird

Indianapolis, United States Founded: 1995 • Age: 31 yrs Acquired By Baird
Baird is recognized for providing private wealth management services.

About Baird

Baird is a company based in Indianapolis (United States) founded in 1995 was acquired by Baird in November 2018. It operates as a Professional Services. Baird has completed 1 acquisition, including Avondale Partners. Baird offers products and services including Private Wealth Management and Retirement Planning. Baird operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.

Operational Areas
Key Metrics

Products & Services of Baird

Baird offers a comprehensive portfolio of products and services, including Private Wealth Management and Retirement Planning.

Private Wealth Management
Financial Services

Wealth management services are provided for personal finance.

Retirement Planning
Financial Services

Retirement planning solutions are offered for future security.

Apps and channels of Baird

its YouTube channel Baird has 2.25K subscribers and 30 videos.

Baird
YouTube 2.25K subscribers 30 videos Science & Technology
Open channel

Videos from Baird

The most watched videos on Baird's YouTube channel, Baird (2.25K subscribers). Click a video to play it here.

July 2025 Baird Wealth Strategies: Breaking Down the "One Big Beautiful Bill" Act
2.1K views
Baird Wealth Strategies: Digital Defense: Safeguarding Your Identity & Finances
1.2K views
July 2025 Baird Wealth Strategies: Plan Your Legacy: The Essentials of Estate Planning
1.1K views
Your Guide to the "One Big Beautiful Bill" Act
1K views

More on Baird.

Investors in Baird

Baird has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include PNC and Baird.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Financial services including wealth management and investment banking are offered by Baird.
1919rwbaird.comMilwaukee, United States
Commercial banking and financing services are provided by PNC.
1845pnc.comPittsburgh, United States
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Investor details for Baird

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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People of Baird

1 people are tracked at Baird (1 in leadership).

NameRoleGroup
James R Allen
Chairman & CEOLeadership
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Complete people profiles for Baird

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Investments & Acquisitions by Baird

Baird has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Avondale Partners.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Investment banking advisory is provided to the healthcare sector.
avondalepartnersllc.comNashville, United States2001Mar 2018β€’β€’β€’β€’
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Complete acquisition details for Baird

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

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Timeline of Baird

4 dated milestones of Baird across 23 years, from founding to its latest funding, stage changes and deals.

  1. Founded Baird is founded.
  2. Exit Acquired by PNC.
  3. Acquisition Acquires Avondale Partners.
  4. Exit Acquired by Baird.

Competitors of Baird

Baird operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
focusfinancialpartners.com2004New York, United States$332.68M–
Business consulting services are provided to banks and lending institutions.
aleragroup.com1995Deerfield, United States$250M–
HR, insurance, and liability services are provided by Alera Group.
wintrust.com1991Rosemont, United States–10,463
Bank offering diversified financial services
creativeplanning.com1983Overland Park, United States$15.66M97
Provider of wealth management services
choiceindia.com1992Mumbai, India–520
A full-service stockbroker offering diverse investment options in India.
raymondjames.com1962St. Petersburg, United States–18,000
M&A advisory, capital markets, and wealth management services are offered.
myfw.com2004Denver, United States$51.36M256
Wealth management firm
hightoweradvisors.com2008Chicago, United States$129.4M–
Provider of wealth management services
berkadia.com2009New York, United States$1B1,266
Wealth management services are provided to clients by Berkadia.
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Detailed competitors of Baird

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Verified entity values are shown only after access is granted.

Web traffic of Baird

Websites that share an audience with Baird (hilliard.com).

Similar websites

Websites whose visitors overlap most with Baird. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
ustrust.com
100%
––View details
davidsoncompanies.com
davidsoncompanies.com
87%
–#349,910–
stephens.com
stephens.com
70%
–#534,078–
53.com
66%
9.5M#4,402View details
cowen.com
66%
––View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 20 similar websites and full traffic analytics for Baird

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Verified entity values are shown only after access is granted.

Latest news on Baird

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Complete news archive for Baird

Full article history, source details, and older brand coverage require an active premium plan.

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Verified entity values are shown only after access is granted.

Similar companies to Baird

10 companies that operate in the same segment as Baird (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
Online platform for stock trading, mutual funds, and investment tools.
1994Mumbai, Maharashtra, India–––
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Frequently Asked Questions about Baird

Baird was founded in 1995.

Baird is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.

James R Allen is the current CEO of Baird.

Baird, through Robert W. Baird Co. Incorporated, is engaged in offering private wealth management and financial advisory services. Expertise is provided in areas such as building wealth, preparing for retirement, and ensuring financial stability across life stages. Solutions are tailored to individual client needs with a focus on personalized planning and high-touch client service. The company operates within the financial sector, emphasizing employee ownership and integrity in client relationships.

Baird's top competitors include Focus Financial Partners, Alera Group and Raymond James.

Baird offers Private Wealth Management and Retirement Planning.

Baird has made 1 acquisition, including Avondale Partners.

Baird has 2 investors. Key investors include PNC, and Baird.

Baird operates through Robert W. Baird & Co. Incorporated.

Yes. Baird was acquired by Baird in November 2018.

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