San Francisco, CA (March 2023) – Bailard has been recognized as a 2023 Best Places to Work for Financial Advisors as announced by InvestmentNews this week. The award recognizes firms that demonstrate a commitment to creating a positive work environment.

Bailard was chosen as one of this year’s top 75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more. This serves as a testament of Bailard’s dedication to its stated core principles of accountability, compassion, courage, excellence, fairness, and independence.

“Our employees are the heart of Bailard, and we are thrilled to receive this honor for the fourth year in a row,” says CEO Sonya Mughal, CFA. “Bailard is fiercely committed to maintaining an environment where our colleagues feel empowered and valued. By encouraging our employees to grow and thrive, both professionally and personally, we bring our best to our clients and our community.”

Bailard’s dedication to providing exceptional service and guidance to clients remains steadfast, and the firm is honored to be recognized yet again by InvestmentNews. This is part of Bailard’s longstanding acknowledgement by the industry as a leading firm and a top workplace. In the past year, Bailard was also named one of the Pensions & Investments’ Best Places to Work in Money Management, as well as CNBC’s Financial Advisor 100.

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“Every year, InvestmentNews is proud to profile those who prioritize taking care of their own. We applaud this year’s Best Firms for Advisors winners for investing in their most precious resource: their people,” said Paul Curcio, executive editor of InvestmentNews.

To learn more about the InvestmentNews 2023 Best Places to Work for Financial Advisors, please visit


About Bailard Inc.
Founded in 1969, Bailard is an independent asset and wealth 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 ESG expertise. Through it all—and in line with its core principles and strong ESG mindset—Bailard works with clients to align their financial goals with their values. With over $5 billion in assets under management as of 12/31/2022, Bailard is a majority employee-owned and women-led firm, and a Principles of Responsible Investing (PRI) signatory. A values-driven firm based in the San Francisco Bay Area, Bailard has its own private charitable foundation* and is deeply committed to its core values of accountability, compassion, courage, excellence, fairness, and independence.

About InvestmentNews
InvestmentNews is the leading source for news, analysis, and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisors. Through a weekly newspaper, website, newsletters, research, events, videos, and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisors to serve their clients and run their businesses more effectively whenever, however, and wherever they need it.

About InvestmentNews Best Places to Work for Financial Advisors
The 2023 ranking was released by InvestmentNews in March 2023. Each year, this project is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advice firm must have at least 15 employees and have been in business for one year. This award does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. There was no cost for Bailard to enter. In 2023, 75 firms were ranked, with 17 managers in Bailard’s category of 50+ employees. 2022’s ranking including 75 firms, 21 of which were in Bailard’s category. 2021’s ranking including 75 firms, 25 of which were in Bailard’s category. 2020’s ranking including 75 firms, 25 of which were in Bailard’s category.

*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 employees.