Bailard Recognized Among Barron’s Top 100 RIA Firms

Independent firm stands alongside the nation’s largest wealth managers.

SEPTEMBER 30, 2025 – Bailard, Inc. has been named to Barron’s list of the Top 100 RIA Firms for 2025, marking our fourth appearance in five years.

Unlike rankings based only on assets under management, Barron’s evaluates firms on a wide range of factors, from client retention and advisors’ experience to technology resources and charitable work.

For an independent firm like Bailard, it’s more than just another list. It shows that independence and values-driven service can stand alongside the biggest names in the industry without sacrificing the personal, values-driven approach that defines us.

“Being included in Barron’s Top 100 RIAs highlights Bailard’s ability to compete nationally while keeping our focus where it belongs, on doing right by our clients,” said Mike Faust, CFA, Bailard’s President of Wealth Management.

You can view the full Barron’s list here: https://www.barrons.com/advisor/report/top-financial-advisors/ria?

Bailard offers comprehensive wealth and asset management, with the resources of a national firm and the agility of an independent one. For us, independence isn’t just a structure. It’s the freedom to put our clients first, always.

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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 September 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 the Barron’s Top 100 RIA Firms: 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 Barron’s Top 100 RIA Firms was announced in September 2025, 2024, 2023, and 2021 by Barron’s. Bailard ranked 92 out of 100 on the 2025 list; 88 in 2024; 99 in 2023; and 98 in 2021. Advisors who wish to be ranked complete 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, and quality of practice with multiple sub-calculations in each. Past performance is no indication of future results. All investments have the risk of loss.