Foster City, CA (June 7, 2024) – Bailard, an independent wealth and asset management firm, is honored to announce its inclusion in Worth’s prestigious list of Leading Advisors for 2024.

Worth’s Leading Advisors list, released on May 13, honors professionals in the financial industry who demonstrate outstanding expertise, innovative strategies, and a commitment to their clients’ financial well-being. Bailard’s recognition on this list underscores the firm’s dedication to serving as a trusted partner for individuals and institutions alike, focused on achieving long-term results aligned with client values and goals.

“We’re deeply honored to be named one of Worth’s Leading Advisors,” said Sonya Mughal, CEO of Bailard. “This recognition reflects our team’s commitment to doing what is right and our deep loyalty to both our clients and each other. At Bailard, we believe in building lasting relationships based on trust and integrity, and it’s rewarding to see our values acknowledged in this way.”

Bailard’s comprehensive approach to wealth and asset management combines rigorous research, sustainable practices, and a deep understanding of each client’s goals and values. With over 50 years of experience, our employees are driven by the ability to help individuals, families, foundations, and endowments navigate the complex landscapes of modern life and their financial goals.

“We believe in building long-term relationships, grounded in trust, transparency, and a shared vision for a prosperous future,” added Mughal. “This recognition from Worth inspires us to continue pushing the boundaries of what’s possible in service of our clients.”

As Bailard celebrates this achievement, the firm remains dedicated to its mission of delivering sound financial advice and fostering enduring relationships with integrity. For more information about Bailard, please visit www.bailard.com.

 

About Bailard, Inc.

Founded in 1969, Bailard is an independent, values-driven 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 impact investing expertise. Through it all, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with $6 billion in assets under management as of March 31, 2024, Bailard is a majority employee-owned and women-led firm, Certified B Corporation™, and a Principles of Responsible Investing signatory.

About Worth Leading Advisors
Worth Media Group brings together a successful and influential community of business leaders, entrepreneurs, technologists, financial professionals, and nonprofit leaders to explore topics related to how business and innovation can accelerate social and economic progress. The Leading Advisors list of independent RIAs is an undertaking by the Worth editorial staff in collaboration with ISS Market Intelligence. The 2024 edition of the Leading Advisors List was released in May 2024 and includes over 275 independent RIAs. The list was created through a comprehensive analysis of key performance indicators including assets under management, annual growth rates and average client size. The full list was released during the Wealth Management EDGE conference. To view the full list, as well as additional information on Worth’s selection methodology, visit the Worth website. This recognition does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. There was no cost to enter.