ROBERT W. BAIRD & CO. INCORPORATED
CRD #8158 SEC #801-7571 MILWAUKEE, WI 414-765-3500
SEC Registered Broker-Dealer Private Funds Disclosures
Total AUM
$342.1B
Discretionary
$250.3B
Employees
4,175
Clients
--
Accounts
350,776
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $342.1B | $250.3B | $91.8B | 4,175 | 15,088 |
| Mar 2025 | $342.1B | $250.3B | $91.8B | 4,175 | 15,088 |
| Mar 2025 | $342.1B | $250.3B | $91.8B | 4,175 | 15,088 |
| Jun 2024 | $287.5B | $211.5B | $76B | 4,069 | 11,103 |
| Mar 2024 | $287.5B | $211.5B | $76B | 4,069 | 11,103 |
| Nov 2023 | $247.8B | $177.1B | $70.7B | 4,071 | 21,450 |
| Oct 2023 | $247.8B | $177.1B | $70.7B | 4,071 | 21,450 |
| Oct 2023 | $247.8B | $177.1B | $70.7B | 4,071 | 21,450 |
| Jul 2023 | $247.8B | $177.1B | $70.7B | 4,071 | 21,450 |
| Mar 2023 | $247.8B | $177.1B | $70.7B | 4,071 | 21,450 |
| Jan 2023 | $275.8B | $204.7B | $71.1B | 3,744 | 18,677 |
| Nov 2022 | $275.8B | $204.7B | $71.1B | 3,744 | 18,677 |
| Nov 2022 | $275.8B | $204.7B | $71.1B | 3,744 | 18,677 |
| Sep 2022 | $275.8B | $204.7B | $71.1B | 3,744 | 18,677 |
| Sep 2022 | $275.8B | $204.7B | $71.1B | 3,744 | 18,677 |
| Aug 2022 | $275.8B | $204.7B | $71.1B | 3,744 | 18,677 |
| Jun 2022 | $275.8B | $204.7B | $71.1B | 3,744 | 18,677 |
| Mar 2022 | $275.8B | $204.7B | $71.1B | 3,744 | 18,677 |
| Jan 2022 | $231.5B | $173.6B | $57.9B | 3,604 | 16,081 |
| Dec 2021 | $231.5B | $173.6B | $57.9B | 3,604 | 16,081 |
| Sep 2021 | $231.5B | $173.6B | $57.9B | 3,604 | 16,081 |
| Jul 2021 | $231.5B | $173.6B | $57.9B | 3,604 | 16,081 |
| Jun 2021 | $231.5B | $173.6B | $57.9B | 3,604 | 16,081 |
| May 2021 | $231.5B | $173.6B | $57.9B | 3,604 | 16,081 |
| Mar 2021 | $231.5B | $173.6B | $57.9B | 3,604 | 16,081 |
| Jan 2021 | $188.3B | $138.5B | $49.7B | 3,651 | 14,820 |
| Jan 2021 | $188.3B | $138.5B | $49.7B | 3,651 | 14,820 |
| Nov 2020 | $188.3B | $138.5B | $49.7B | 3,651 | 14,820 |
| Aug 2020 | $188.3B | $138.5B | $49.7B | 3,651 | 14,820 |
| Jun 2020 | $188.3B | $138.5B | $49.7B | 3,651 | 14,820 |
| Mar 2020 | $188.3B | $138.5B | $49.7B | 3,651 | 14,820 |
| Mar 2020 | $188.3B | $138.5B | $49.7B | 3,651 | 14,820 |
| Jan 2020 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Nov 2019 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Oct 2019 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Oct 2019 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Sep 2019 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Aug 2019 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Jul 2019 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Jun 2019 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Jun 2019 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Mar 2019 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Mar 2019 | $140.3B | $102.9B | $37.3B | 2,622 | 9,878 |
| Nov 2018 | $132.5B | $96B | $36.5B | 2,366 | 8,954 |
| Sep 2018 | $132.5B | $96B | $36.5B | 2,366 | 8,954 |
| Mar 2018 | $132.5B | $96B | $36.5B | 2,366 | 8,954 |
| Jan 2018 | $107.6B | $76.8B | $30.8B | 2,358 | 72,814 |
| Jul 2017 | $107.6B | $76.8B | $30.8B | 2,358 | 76,500 |
| Mar 2017 | $107.6B | $76.8B | $30.8B | 2,358 | 76,500 |
| Jan 2017 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Nov 2016 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Oct 2016 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Sep 2016 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Sep 2016 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Aug 2016 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Aug 2016 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Jun 2016 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Apr 2016 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Apr 2016 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Mar 2016 | $83.9B | $63.1B | $20.8B | 2,306 | 63,500 |
| Jan 2016 | $75.4B | $54.7B | $20.7B | 2,203 | 57,200 |
| Jan 2016 | $75.4B | $54.7B | $20.7B | 2,203 | 56,800 |
| Dec 2015 | $75.4B | $54.7B | $20.7B | 2,203 | 56,800 |
| Nov 2015 | $75.4B | $54.7B | $20.7B | 2,203 | 56,800 |
| Oct 2015 | $75.4B | $54.7B | $20.7B | 2,203 | 56,800 |
| Aug 2015 | $75.4B | $54.7B | $20.7B | 2,203 | 56,800 |
| Jun 2015 | $75.4B | $54.7B | $20.7B | 2,203 | 56,800 |
| Apr 2015 | $75.4B | $54.7B | $20.7B | 2,203 | 56,800 |
| Mar 2015 | $75.4B | $54.7B | $20.7B | 2,203 | 56,800 |
| Jul 2014 | $58.7B | $39.8B | $19B | 2,321 | 55,500 |
| Mar 2014 | $58.7B | $39.8B | $19B | 2,321 | 55,500 |
| Jan 2014 | $48.3B | $33.2B | $15.1B | 2,283 | 54,000 |
| Aug 2013 | $48.3B | $33.2B | $15.1B | 2,283 | 54,000 |
| Mar 2013 | $48.3B | $33.2B | $15.1B | 2,283 | 54,000 |
| Jan 2013 | $39.5B | $27.8B | $11.7B | 2,503 | 54,000 |
| Mar 2012 | $39.5B | $27.8B | $11.7B | -- | 54,000 |
| Aug 2011 | $32.7B | $27.4B | $5.3B | -- | -- |
| May 2011 | $32.7B | $27.4B | $5.3B | -- | -- |
| Mar 2011 | $32.7B | $27.4B | $5.3B | -- | -- |
| Feb 2011 | $29.3B | $25.1B | $4.2B | -- | -- |
| Sep 2010 | $29.3B | $25.1B | $4.2B | -- | -- |
| Mar 2010 | $29.3B | $25.1B | $4.2B | -- | -- |
| Mar 2008 | $27.3B | $23.7B | $3.6B | -- | -- |
| May 2007 | $19.9B | $19.9B | $0 | -- | -- |
| Mar 2007 | $19.9B | $19.9B | $0 | -- | -- |
| Mar 2006 | $17B | $17B | $5.5M | -- | -- |
| Jun 2004 | $11.5B | $11.5B | $17.5M | -- | -- |
| Jun 2004 | $11.5B | $11.5B | $17.5M | -- | -- |
| Jun 2004 | $11.5B | $11.5B | $17.5M | -- | -- |
| Mar 2002 | $10.5B | $10.4B | $100.1M | -- | -- |
| Sep 2001 | $8.6B | $8.4B | $114.8M | -- | -- |
| Sep 2001 | $8.6B | $8.4B | $114.8M | -- | -- |
| Jun 2001 | $8.6B | $8.4B | $114.8M | -- | -- |
DateDec 2025
Total AUM$342.1B
Discretionary$250.3B
Non-Disc.$91.8B
Employees4,175
Clients15,088
DateMar 2025
Total AUM$342.1B
Discretionary$250.3B
Non-Disc.$91.8B
Employees4,175
Clients15,088
DateMar 2025
Total AUM$342.1B
Discretionary$250.3B
Non-Disc.$91.8B
Employees4,175
Clients15,088
DateJun 2024
Total AUM$287.5B
Discretionary$211.5B
Non-Disc.$76B
Employees4,069
Clients11,103
DateMar 2024
Total AUM$287.5B
Discretionary$211.5B
Non-Disc.$76B
Employees4,069
Clients11,103
DateNov 2023
Total AUM$247.8B
Discretionary$177.1B
Non-Disc.$70.7B
Employees4,071
Clients21,450
DateOct 2023
Total AUM$247.8B
Discretionary$177.1B
Non-Disc.$70.7B
Employees4,071
Clients21,450
DateOct 2023
Total AUM$247.8B
Discretionary$177.1B
Non-Disc.$70.7B
Employees4,071
Clients21,450
DateJul 2023
Total AUM$247.8B
Discretionary$177.1B
Non-Disc.$70.7B
Employees4,071
Clients21,450
DateMar 2023
Total AUM$247.8B
Discretionary$177.1B
Non-Disc.$70.7B
Employees4,071
Clients21,450
DateJan 2023
Total AUM$275.8B
Discretionary$204.7B
Non-Disc.$71.1B
Employees3,744
Clients18,677
DateNov 2022
Total AUM$275.8B
Discretionary$204.7B
Non-Disc.$71.1B
Employees3,744
Clients18,677
DateNov 2022
Total AUM$275.8B
Discretionary$204.7B
Non-Disc.$71.1B
Employees3,744
Clients18,677
DateSep 2022
Total AUM$275.8B
Discretionary$204.7B
Non-Disc.$71.1B
Employees3,744
Clients18,677
DateSep 2022
Total AUM$275.8B
Discretionary$204.7B
Non-Disc.$71.1B
Employees3,744
Clients18,677
DateAug 2022
Total AUM$275.8B
Discretionary$204.7B
Non-Disc.$71.1B
Employees3,744
Clients18,677
DateJun 2022
Total AUM$275.8B
Discretionary$204.7B
Non-Disc.$71.1B
Employees3,744
Clients18,677
DateMar 2022
Total AUM$275.8B
Discretionary$204.7B
Non-Disc.$71.1B
Employees3,744
Clients18,677
DateJan 2022
Total AUM$231.5B
Discretionary$173.6B
Non-Disc.$57.9B
Employees3,604
Clients16,081
DateDec 2021
Total AUM$231.5B
Discretionary$173.6B
Non-Disc.$57.9B
Employees3,604
Clients16,081
DateSep 2021
Total AUM$231.5B
Discretionary$173.6B
Non-Disc.$57.9B
Employees3,604
Clients16,081
DateJul 2021
Total AUM$231.5B
Discretionary$173.6B
Non-Disc.$57.9B
Employees3,604
Clients16,081
DateJun 2021
Total AUM$231.5B
Discretionary$173.6B
Non-Disc.$57.9B
Employees3,604
Clients16,081
DateMay 2021
Total AUM$231.5B
Discretionary$173.6B
Non-Disc.$57.9B
Employees3,604
Clients16,081
DateMar 2021
Total AUM$231.5B
Discretionary$173.6B
Non-Disc.$57.9B
Employees3,604
Clients16,081
DateJan 2021
Total AUM$188.3B
Discretionary$138.5B
Non-Disc.$49.7B
Employees3,651
Clients14,820
DateJan 2021
Total AUM$188.3B
Discretionary$138.5B
Non-Disc.$49.7B
Employees3,651
Clients14,820
DateNov 2020
Total AUM$188.3B
Discretionary$138.5B
Non-Disc.$49.7B
Employees3,651
Clients14,820
DateAug 2020
Total AUM$188.3B
Discretionary$138.5B
Non-Disc.$49.7B
Employees3,651
Clients14,820
DateJun 2020
Total AUM$188.3B
Discretionary$138.5B
Non-Disc.$49.7B
Employees3,651
Clients14,820
DateMar 2020
Total AUM$188.3B
Discretionary$138.5B
Non-Disc.$49.7B
Employees3,651
Clients14,820
DateMar 2020
Total AUM$188.3B
Discretionary$138.5B
Non-Disc.$49.7B
Employees3,651
Clients14,820
DateJan 2020
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateNov 2019
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateOct 2019
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateOct 2019
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateSep 2019
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateAug 2019
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateJul 2019
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateJun 2019
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateJun 2019
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateMar 2019
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateMar 2019
Total AUM$140.3B
Discretionary$102.9B
Non-Disc.$37.3B
Employees2,622
Clients9,878
DateNov 2018
Total AUM$132.5B
Discretionary$96B
Non-Disc.$36.5B
Employees2,366
Clients8,954
DateSep 2018
Total AUM$132.5B
Discretionary$96B
Non-Disc.$36.5B
Employees2,366
Clients8,954
DateMar 2018
Total AUM$132.5B
Discretionary$96B
Non-Disc.$36.5B
Employees2,366
Clients8,954
DateJan 2018
Total AUM$107.6B
Discretionary$76.8B
Non-Disc.$30.8B
Employees2,358
Clients72,814
DateJul 2017
Total AUM$107.6B
Discretionary$76.8B
Non-Disc.$30.8B
Employees2,358
Clients76,500
DateMar 2017
Total AUM$107.6B
Discretionary$76.8B
Non-Disc.$30.8B
Employees2,358
Clients76,500
DateJan 2017
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateNov 2016
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateOct 2016
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateSep 2016
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateSep 2016
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateAug 2016
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateAug 2016
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateJun 2016
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateApr 2016
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateApr 2016
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateMar 2016
Total AUM$83.9B
Discretionary$63.1B
Non-Disc.$20.8B
Employees2,306
Clients63,500
DateJan 2016
Total AUM$75.4B
Discretionary$54.7B
Non-Disc.$20.7B
Employees2,203
Clients57,200
DateJan 2016
Total AUM$75.4B
Discretionary$54.7B
Non-Disc.$20.7B
Employees2,203
Clients56,800
DateDec 2015
Total AUM$75.4B
Discretionary$54.7B
Non-Disc.$20.7B
Employees2,203
Clients56,800
DateNov 2015
Total AUM$75.4B
Discretionary$54.7B
Non-Disc.$20.7B
Employees2,203
Clients56,800
DateOct 2015
Total AUM$75.4B
Discretionary$54.7B
Non-Disc.$20.7B
Employees2,203
Clients56,800
DateAug 2015
Total AUM$75.4B
Discretionary$54.7B
Non-Disc.$20.7B
Employees2,203
Clients56,800
DateJun 2015
Total AUM$75.4B
Discretionary$54.7B
Non-Disc.$20.7B
Employees2,203
Clients56,800
DateApr 2015
Total AUM$75.4B
Discretionary$54.7B
Non-Disc.$20.7B
Employees2,203
Clients56,800
DateMar 2015
Total AUM$75.4B
Discretionary$54.7B
Non-Disc.$20.7B
Employees2,203
Clients56,800
DateJul 2014
Total AUM$58.7B
Discretionary$39.8B
Non-Disc.$19B
Employees2,321
Clients55,500
DateMar 2014
Total AUM$58.7B
Discretionary$39.8B
Non-Disc.$19B
Employees2,321
Clients55,500
DateJan 2014
Total AUM$48.3B
Discretionary$33.2B
Non-Disc.$15.1B
Employees2,283
Clients54,000
DateAug 2013
Total AUM$48.3B
Discretionary$33.2B
Non-Disc.$15.1B
Employees2,283
Clients54,000
DateMar 2013
Total AUM$48.3B
Discretionary$33.2B
Non-Disc.$15.1B
Employees2,283
Clients54,000
DateJan 2013
Total AUM$39.5B
Discretionary$27.8B
Non-Disc.$11.7B
Employees2,503
Clients54,000
DateMar 2012
Total AUM$39.5B
Discretionary$27.8B
Non-Disc.$11.7B
Employees--
Clients54,000
DateAug 2011
Total AUM$32.7B
Discretionary$27.4B
Non-Disc.$5.3B
Employees--
Clients--
DateMay 2011
Total AUM$32.7B
Discretionary$27.4B
Non-Disc.$5.3B
Employees--
Clients--
DateMar 2011
Total AUM$32.7B
Discretionary$27.4B
Non-Disc.$5.3B
Employees--
Clients--
DateFeb 2011
Total AUM$29.3B
Discretionary$25.1B
Non-Disc.$4.2B
Employees--
Clients--
DateSep 2010
Total AUM$29.3B
Discretionary$25.1B
Non-Disc.$4.2B
Employees--
Clients--
DateMar 2010
Total AUM$29.3B
Discretionary$25.1B
Non-Disc.$4.2B
Employees--
Clients--
DateMar 2008
Total AUM$27.3B
Discretionary$23.7B
Non-Disc.$3.6B
Employees--
Clients--
DateMay 2007
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$17B
Discretionary$17B
Non-Disc.$5.5M
Employees--
Clients--
DateJun 2004
Total AUM$11.5B
Discretionary$11.5B
Non-Disc.$17.5M
Employees--
Clients--
DateJun 2004
Total AUM$11.5B
Discretionary$11.5B
Non-Disc.$17.5M
Employees--
Clients--
DateJun 2004
Total AUM$11.5B
Discretionary$11.5B
Non-Disc.$17.5M
Employees--
Clients--
DateMar 2002
Total AUM$10.5B
Discretionary$10.4B
Non-Disc.$100.1M
Employees--
Clients--
DateSep 2001
Total AUM$8.6B
Discretionary$8.4B
Non-Disc.$114.8M
Employees--
Clients--
DateSep 2001
Total AUM$8.6B
Discretionary$8.4B
Non-Disc.$114.8M
Employees--
Clients--
DateJun 2001
Total AUM$8.6B
Discretionary$8.4B
Non-Disc.$114.8M
Employees--
Clients--