News & Insights

Bailard, Inc., an independent wealth and asset management firm, has been named to the inaugural CNBC Elite Advisors list. CNBC recognizes 25 U.S. registered investment advisors (RIAs) with a record of serving ultra-high-net-worth (UHNW) clients and families across the full range of services they require.

Bailard has been named to CNBC’s Elite Advisors list. Only 25 firms were included in the inaugural cohort. CNBC’s research focused on firms serving ultra-high-net-worth families and the full scope of capabilities those relationships demand.

In Chief Executive, Sonya Mughal, CFA, discusses how leadership teams can adapt strategy faster amid accelerating disruption across technology, geopolitics, markets, and talent.

Bailard CEO Sonya Mughal, CFA, has been named Women in Wealth Advocate of the Year – Individual at the 2026 Private Asset Management (PAM) Awards, presented by With Intelligence.

Dave Harrison Smith, CFA, Bailard's CIO, weighs in on AI debt in this CNBC piece.

Dave Harrison Smith, CFA, Bailard's CIO, weighs in on the software stock selloff in this Reuters piece.

Dave Harrison Smith, CFA, Bailard's CIO, weighs in on the software stock selloff in this Morningstar piece.

Lena McQuillen, CFP®, TPCP®, Vice President & Director of Financial Planning, weighs in on an article published by ComparisonAdviser.

CEO Sonya Mughal reflects on a year that called for patience and perspective, highlighting leadership continuity, thoughtful decision making, and the value of experience through changing market conditions.

Join Bailard's SVP of Marketing & Communications, Erin Randolph, PCM® in a fireside-style conversation hosted by Financial Narrative, informed by Financial Times research, exploring credibility and leadership in today’s environment.

Bailard’s real estate platform begins 2026 following a carefully planned leadership transition. Effective January 1, Tess Gruenstein and James Pinkerton now serve as co-heads of the platform, succeeding Preston Sargent, who retired as President and CEO of the Bailard Real Estate Fund (BREF) at year-end.

Landing at No. 1, the result reflects something we've built over decades: a culture where talented people want to stay, grow, and do their best work. Long tenure has helped create continuity that clients and partners often value in enduring relationships.

Named among Pensions & Investments’ Best Places to Work in Money Management for the eighth year running, our people and their commitment allows us to stay independent and serve clients with real care.

Many portfolios today lean heavily toward the same handful of U.S. names. What happens when those leaders start to wobble? In Kiplinger, Bailard’s Daniel McKellar, CFA, explores why international equities deserve a closer look and how investors can think more globally about diversification.

From more than 55,000 firm nominations, we are proud to be recognized among Forbes’ America’s Top RIA Firms,

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