Bailard is recognized as both a Top Corporate Philanthropist by San Francisco Business Times and a top 100 RIA by Financial Advisor

Bailard is honored to announce its recognition as a top firm and leader, with two recent prestigious publication award wins by the San Francisco Business Times and Financial Advisor magazine. Bailard ranked on the San Francisco Business Times’ 2021 Bay Area Corporate Philanthropists List, which celebrates the San Francisco Bay Area’s most generous corporate citizens and recognizes those companies that also give their time, talent, and resources. In Financial Advisor’s 2021 list, Bailard again ranked as a top RIA firm, placing at #97 out of the over 600 eligible firms.

Together, these accolades serve as proof of Bailard’s commitment to the values of excellence and compassion, both in our community and in our industry at large. The San Francisco Business Times recognizes 100 top corporate philanthropists ranked by local cash giving. It includes for-profit companies and nonprofit health care organizations that made contributions to Bay Area charitable organizations in the following counties: San Francisco, San Mateo, Alameda, Contra Costa, Marin, Napa, Santa Clara, Solano, and Sonoma.

In the Financial Advisor RIA Survey & Ranking for 2021, Bailard was named #97 of the 607 firms included on the list. The Financial Advisor ranking is based on assets under management and is compiled through an annual survey that brings together independent RIAs across the country. Notably, Bailard has maintained its prominence in the RIA landscape after also being named in the top 100 in FA’s 2020 list.

“Through these two awards, we are honored to be recognized as a firm that is one of the top 100 independent wealth and investment management firms in the nation, and we are especially proud to also be distinguished as a strong philanthropic member of the Bay Area community,” said CEO Sonya Mughal.

“Bailard’s generosity helps to raise the bar on corporate philanthropy and inspires more giving,” said Mary Huss, Publisher of the San Francisco Business Times. “Their participation in this program helps challenge others to do more.”

This recognition as a corporate philanthropist also builds on Bailard’s commitment to the Bailard Foundation, which released its annual update celebrating its second year of serving our community and living to Bailard’s values. Read it here: The Bailard Foundation Annual Update.

 

* All investments involve the risk of loss. 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.

 

About Bailard, Inc.
Founded in 1969, Bailard is an independent wealth and investment management firm that offers proprietary and innovative investment strategies that drive success for clients. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values and goals. Throughout its 50+ years, Bailard has remained independent and fiercely committed to the highest ethical standards and best-in-class fiduciary principles. With over $5 billion of AUM as of June 30, 2021, Bailard’s high-touch client service and proven track record are grounded in the firm’s core values including accountability, compassion, and excellence.

 

About the San Francisco Business Times Corporate Philanthropy Awards
For 21 years the San Francisco Business Times has published the Corporate Philanthropists List. The list features 100 top corporate philanthropists in the Bay Area ranked by local cash giving.  Each year the list is unveiled at the San Francisco Business Times’ Corporate Philanthropy Awards event.  The Corporate Philanthropy Awards program was founded in partnership with Northern California Grantmakers. A portion of the proceeds goes to NCG to fund the Corporate Philanthropy Institute, with the mission to educate more companies about effective giving and best philanthropy practices.  The aim is to honor those who give the most and in doing so to help raise the bar and inspire more giving.  This achievement does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. All for-profit companies – whether public or private – along with nonprofit health care organizations were eligible. Companies were required to provide a detailed breakdown of philanthropic contributions in fiscal year 2020. This list ranks companies by dollar value of cash contributions made to Bay Area-based charities in the following counties: Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma. 100 firms appeared in the San Francisco Business Times list. Bailard ranked #89. There was no fee to enter. To see the ranking list, visit: https://bizj.us/1qb83q

 

About Financial Advisor
Reaching 80,000 qualified readers each month, Financial Advisor delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field. The Financial Advisor list is compiled through an annual survey that brings together independent RIAs across the country. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Firms were recognized by their assets under management as of December 31, 2020. For the list published in 2021, Bailard ranked #97 out of 607 firms represented. For the list published in 2020, Bailard ranked #100 out of 715 firms represented. This achievement does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. There was no fee to enter. To see the full list, please visit.