Robert W. Baird & Co. Incorporated
$102B reported client assets across 11 advisory firms in FY2020 annual amendments
Reported client assets over time
$58.4B
$101B
2017
2020
Same-firm comparison: 10 firms that reported Robert W. Baird & Co. Incorporated in both FY2019 and FY2020 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018 are shown but partial — only FY2017: 6 cohort firms, FY2018: 7 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | $98.0B | $232B | 42.3% | 03/24/2021 |
| Riverfront Investment Group, Llc | $2.2B | $3.2B | 69.3% | 03/29/2021 |
| Confluence Investment Management Llc | $777M | $6.9B | 11.3% | 03/05/2021 |
| Friedlander & Co Inc | $352M | $375M | 93.7% | 02/19/2021 |
| Managed Asset Portfolios, Llc | $96.1M | $926M | 10.4% | 03/29/2021 |
| Westward Investment Advisory, Llc | $64.6M | $208M | 31.0% | 03/24/2021 |
| N | $41.6M | $98.2M | 42.4% | 03/31/2021 |
| Nicholas Co Inc | $17.4M | $4.7B | 0.4% | 01/29/2021 |
| Beadell A D Investment Counsel Inc | $5.3M | $195M | 2.7% | 02/10/2021 |
| The Leuthold Group, Llc | $4.0M | $995M | 0.4% | 03/24/2021 |
| Strategas Asset Management, Llc | $2.2M | $480M | 0.5% | 03/26/2021 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.