San Francisco — September 21, 2023 — Bailard, a values-driven firm, is proud to announce that it has been named to Barron’s list of the Top 100 RIA Firms for 2023. This prestigious recognition showcases independent RIA firms nationally and underscores Bailard’s commitment to its clients through comprehensive financial and wealth planning, investing, and family office services, all delivered with compassion.
Barron’s, a respected financial news and investment publication, conducts an annual assessment of Registered Investment Advisor (RIA) firms across the United States. The rankings are based on a broad evaluation of criteria, including assets under management, client retention, growth, technology infrastructure, and the firms’ compliance record.
“It is an honor to be recognized by Barron’s as one of the Top 100 RIA Firms in the nation, and this achievement is only possible with the remarkable dedication of our wealth management team,” said Michael Faust, CFA, President of Wealth Management at Bailard. “We are particularly focused on simplifying the complexities of our clients’ financial landscapes. Our team strives to be the trusted ‘one call’ our clients make to get things done.”
Bailard has a long-standing history of excellence in the financial services industry, with a focus on delivering comprehensive and customized financial planning and investment strategies = to high-net-worth individuals, families, and institutions. The firm’s commitment to its core values of accountability, compassion, courage, excellence, fairness, and independence has made Bailard a trusted partner in helping clients achieve long-term success and stability.
For more information about Bailard and its comprehensive wealth management services, please visit https://bailard.com/wealth-management/.
About Bailard, Inc.
Founded in 1969, Bailard is an independent 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. With $5.5 billion in assets under management as of 6/30/2023, 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 is deeply committed to its core values of accountability, compassion, courage, excellence, fairness, and independence.
About Barron’s Top 100 RIA Firms methodology:
The 2023 Top 100 RIA Firms was released by Barron’s in September 2023. This 8th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Advisors who wish to be ranked fill out a 102-question survey; Barron’s then verifies that data and applies its rankings formula to generate a ranking. The formula features three major categories of calculations—Assets, Revenue, Quality of practice—with multiple sub-calculations in each. Bailard ranked 99 out of 100 on the 2023 list. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. There was no fee to enter.
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