Founded in 1969, Bailard is an independent wealth and asset management firm serving individuals, families, and institutions alike. We have 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 expertise in responsible, sustainable and impact investing. We combine these investment capabilities with financial, tax, and estate planning to provide comprehensive wealth management. Through it all—and in line with Bailard’s six core principles—we work with clients to align their financial portfolios with their values.
Core Values
Bailard has always been a values-driven firm. Here, you’ll find the core principles we think have come to distinguish our firm, representing who we are at present and standing as a foundation for the future. They may seem obvious, trivial almost – and that’s a good thing. Importantly, we may define only six terms, but the people and practices within our firm bring their own unique set of values and priorities, in turn shaping our firm and culture.
Accountability
We believe in transparency and hold ourselves accountable to our clients, our communities, and one another.
Compassion
You are not a robot. Neither are we. We understand the importance of empathy and practice it freely.
Courage
Risk is an everyday reality in our field. Courage means staying true to our values, balancing innovation and discipline, and doing what is right.
Excellence
We strive for excellence and to exceed expectations in all that we do.
Fairness
Candor, inclusion, equity, and open-mindedness form the foundation of our culture.
Independence
Maintaining our independence enables us to best serve our clients.
Our Team
Our values are manifest in our thoughtful, high-touch service; in our firm-wide intellectual curiosity and deep industry expertise; and in our transparency with both clients and colleagues.
“Yes, diversity is about celebrating differences, but it only works if there’s a solid foundation, a common denominator in the form of your company’s core values. This isn’t about encouraging 'group think' or political sameness. It’s about treasuring things like intellectual curiosity and a passion for excellence. You can teach others to do what you do — you can’t teach them to be what you are.”
—Sonya Mughal, CFA, Chief Executive Officer
87
employees
55%
women and minority owned
77%
of current employees own company stock
as of 3/31/2026
Our Impact
“In my decades of tenure at the firm, and over the firm’s 50 years in the Bay Area, I am proud of Bailard’s strength of conviction in maintaining a values-driven approach in how we engage with our clients, our employees, and our community.”
—Peter Hill (Bailard, Inc. CEO 2008-2021)
Recent Insights
* Please see important award disclosures for each award, as well as the linked text for additional important information regarding award eligibility and methodologies. The CNBC Elite Advisors list was released in June 2026, and there was no cost to participate. Inclusion was not based on investment performance alone; CNBC evaluated firms based on factors including UHNW assets under management, breadth of services and investment capabilities, professional credentials, and regulatory history. The Barron’s Top 100 RIA Firms is an annual ranking, announced in September of 2025, 2024, 2023, and 2021 by Barron’s. Bailard ranked 92 in 2025, 88 in 2024, 99 in 2023, and 98 in 2021. The San Francisco Business Times’ Top Corporate Philanthropists in the Bay Area is an annual award, given in July of each year. SFBT recognizes 100 firms across the Greater Bay Area. Bailard ranked #65 in 2025, #71 in 2024, #79 in 2023, #82 in 2022, and #89 in 2021. The annual Pensions & Investments’ Best Places to Work in Money Management award was given to Bailard in 2025, 2024, 2023, 2022, 2021, 2020, 2019, and 2018. Pensions & Investments partnered with Best Companies Group.
There is no guarantee Bailard or any of its strategies will achieve performance or investment objectives. 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. Bailard was considered for these awards without paying for inclusion, however, some programs have charged a registration fee: Pensions & Investments required $199 in 2023, 2024, and 2025, and the Pensions & Investments 2023 program included a $499 data-sharing fee from Best Companies Group.