We are proud to be recognized across the asset and wealth management industries for not only our strategies and services but also our collective achievements as a workplace.

Award Highlights

Barron's Top 100 RIA Firms1

An annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
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Pensions & Investments’ Influential Women in Institutional Investing

Bailard's Tess Gruenstein, Senior Vice President, Acquisitions & Portfolio Management, Real Estate was honored as one of Pensions & Investments’ Influential Women in Institutional Investing
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San Francisco Business Times Top Bay Area Corporate Philanthropists

Top 100 for-profit companies and nonprofit health care groups that made contributions to San Francisco Bay Area-based charitable organizations.
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Pensions & Investments Best Places to Work In Money Management

A national program identifying and recognizing the best employers in the money management industry.
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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 annual Pensions & Investments’ Best Places to Work in Money Management award was given to Bailard in 2023, 2022, 2021, 2020, 2019, and 2018. Pensions & Investments partnered with Best Companies Group. The annual InvestmentNews Best Places to Work for Financial Advisors award was given to Bailard in 2023, 2022, 2021, and 2020. Each year, the award was conducted in partnership with employee survey firm Best Companies Group. The Family Wealth Report Awards “Women in Wealth Advisory (Individual)” was given to Bailard’s CEO Sonya Mughal in 2023 and 2022. The Family Wealth Report Awards 2023 and 2022 judging process was conducted by expert panels and consisted of judges from family offices, private banks, trusted advisers, consultants, and other service providers, each of whom has in-depth knowledge and broad experience. The Barron’s Top 100 RIAs is an annual ranking, announced in September 2023 and September 2021 by Barron’s. The annual CNBC Financial Advisor 100 award was given to Bailard in 2022, 2021, 2020, and 2019. CNBC enlisted data provider AccuPoint Solutions to assist with delivering the CNBC FA 100 ranking of registered investment advisors. Pensions & Investments’ inaugural list of Influential Women in Institutional Investing was released in September 2023, with 65 honorees; to be eligible, women must be currently employed in institutional investing, have a minimum of 7 years of experience in the industry and demonstrate a measurable effect and results within one’s own workplace and within the industry.  The ThinkAdvisor LUMINARIES award was given to Bailard’s CEO Sonya Mughal in November 2022. The LUMINARIES winners were selected by a distinguished and diverse panel of judges from across the advice industry, as well by the ThinkAdvisor editorial team. The San Francisco Business Times Top 100 Bay Area Corporate Philanthropists is an annual award, given to Bailard by the San Francisco Business Times in July 2023, July 2022, and July 2021.

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.