Firm honored at the international Wealth for Good Awards and named to Financial Advisor Magazine’s 2025 Top RIA ranking.
SAN FRANCISCO – August 27, 2025 – Bailard, Inc. today announced it has received two honors this summer, reflecting both the firm’s values-driven commitment to its community and its continued standing among the nation’s independent RIAs. Bailard was awarded “Best Philanthropic Initiative (Americas)” at the global 2025 WealthBriefing Wealth for Good Awards and was also named to Financial Advisor Magazine’s 2025 Top RIA Ranking.
The Wealth for Good Awards are an international program recognizing wealth management firms worldwide that advance initiatives prioritizing purpose and impact. Bailard was recognized for the work of the Bailard Foundation, which has distributed more than $1.25 million in grants and donations since its inception in 2019, with over 90% of those funds benefiting the local Bay Area community. The Foundation focuses on affordable housing, homelessness and poverty, and financial literacy, while also supporting employee matching and volunteer initiatives.
“Giving back is central to who we are. Our employees dive in — through donations and hands-on volunteering — and often say it’s among the most rewarding aspects of being part of Bailard,” said Sonya Mughal, CFA, Chief Executive Officer of Bailard. “The Foundation channels that passion into real impact here in the Bay Area, and we’re honored that work has been recognized on a global stage.”
In addition, Bailard was recognized once again among Financial Advisor Magazine’s Top RIAs, marking the firm’s fifth consecutive year in the Top 100. The annual survey ranks independent registered investment advisors by assets under management as of December 31, 2024.
“Being named among the Top RIAs is a credit to our team and to the clients who put their trust in us,” said Mike Faust, CFA, President of Wealth Management at Bailard. “It’s their partnership that makes this recognition possible.”
Together, these recognitions honor what Bailard has done for decades: caring for clients while staying true to the firm’s values. With more than $7 billion in assets under management as of June 30, 2025, Bailard continues to combine independent wealth and asset management with a commitment to community and responsibility.
More on the Bailard Foundation’s work can be found at bailard.com/bailard-foundation.
About Bailard, Inc.
Founded in 1969, Bailard is an independent, values-driven firm serving individuals, families, and institutions with comprehensive wealth management and investment strategies across public and private markets. Headquartered in the San Francisco Bay Area, the woman-led, majority employee-owned firm manages over $7 billion in assets as of June 30, 2025. A Certified B Corporation™ and signatory to the UN Principles for Responsible Investing, Bailard combines deep expertise with a long-standing commitment to putting clients first.
About these recognitions
These achievements 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. The 2025 WealthBriefing Wealth for Good Awards were given in June 2025 by ClearView Financial Media. This annual award gives an opportunity in the global wealth management industry to demonstrate their commitment to and pre-eminence in the crucially important areas of ESG, Impact, Diversity and Inclusion. The Judges Panel consisted of asset managers, banks, trust companies, law firms, family offices and independent consultants, each of whom has in-depth knowledge and experience with ESG, Impact, Diversity and Inclusion in the wealth management space. The Bailard Foundation has a board of directors that is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features both friends of Bailard, Inc. and its employees. The Financial Advisor Top RIAs ranking is published each July, and compiled through an annual survey that brings together independent RIAs across the country. To be eligible, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Firms were recognized by their assets under management as of December 31, 2024; Bailard ranked #87 of 366 firms represented in the 2025 list. Bailard ranked #84 of 431 firms in 2024; #91 of 521 firms in 2023; #94 of 534 firms in 2022; #97 out of 607 in 2021; and #100 of 715 in 2020. Past performance is no indication of future results. All investments have the risk of loss.
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