Bailard Named One of the Top Workplaces in the SF Bay Area

Values-Driven Firm Honored with Multiple Awards During Summer 2024

FOSTER CITY – September 4, 2024 – Bailard, Inc., an independent wealth and asset management firm, is proud to announce its recognition as one of the Bay Area’s 2024 Top Workplaces by the San Francisco Chronicle. The firm was ranked second in its category (for companies with 35-149 employees).

This widely-regarded list is based entirely on employee feedback gathered through a confidential, third-party survey conducted by Energage LLC, a leader in employee engagement technology. The survey uniquely assessed key aspects of the employee experience, including respect, support, grow opportunities, and empowerment.

Bailard’s CEO, Sonya Mughal, CFA, was also honored with the Leadership Award for the company’s category, a testament to her values-driven approach to leading the firm.

“I’m incredibly proud that Bailard has been recognized as a Top Workplace and humbled to receive a leadership award,” said Sonya Mughal, CEO of Bailard. “The trust and mutual respect we’ve cultivated at Bailard are among our greatest strengths. Leading a team that not only strives for excellence but leads with compassion in all that they do is deeply rewarding. Together, we will continue to build on our strong foundation, always with an eye toward upholding our values, supporting one another, and delivering for our clients.”

This latest recognition adds to a series of awards Bailard has received over the summer, underscoring the firm’s achievements in workplace culture and community engagement, as well as wealth and asset management. Recent accolades include:

• San Francisco Business Times’ 2024 Top Bay Area Corporate Philanthropists: Bailard was recognized as one of the Bay Area’s most generous corporate citizens for a fourth consecutive year;
• AdvisorHub’s 2024 Advisors to Watch: Bailard Wealth Management President, Mike Faust, CFA, ranked #6 out of 200 RIAs to Watch for his leadership, professionalism, and ability to scale the wealth management team without compromising service; and
• Worth Top RIAs 2024: Bailard was named to the Leading Advisor program, following a rigorous selection process designed to highlight top registered investment advisors.

These awards reflect Bailard’s long-standing commitment to success, driven by its six core values of accountability, compassion, courage, excellence, fairness, and independence.

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About Bailard, Inc.
Founded in 1969, Bailard is an independent, value-driven wealth and asset management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house sustainable, responsible and impact investing expertise. Through it all, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $6 billion in assets under management as of 6/30/2024, Bailard is a majority employee-owned and women-led firm, Certified B Corporation™, and a Principles of Responsible Investing signatory.

Past performance is no indication of future results. All investments have the risk of loss. These awards and recognitions do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. There were no fees to enter. Please see important award disclosures for each award, as well as the linked text for additional important information regarding award eligibility and methodologies. The 2024 Top Workplaces is an annual award from the San Francisco Chronicle, released in August 2024, where Bailard ranked #2 out of 105 participants in the small company category (35-149 employees). The Top 100 Bay Area Corporate Philanthropists is an annual award, given by the San Francisco Business Times in July 2024, July 2023, July 2022, and July 2021. AdvisorHub’s RIAs to Watch was given in July 2024. Advisors are ranked on the scope and growth of the practice, as well as professionalism, which includes regulatory record, community service, and team diversity. The Worth Top RIA Firms 2024 was released in May 2024, using a rigorous selection process, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers.