Broker Check

Owners Act Different

Privately Held, Employee Owned, Client Driven.

This is a story about aligning the values of your clients with the values of your practice and your firm. Baird is the only firm where the client, the advisor, and the shareholder all sit on the same side of the table. We give our advisors the autonomy they need to best run their practice on behalf of their clients. At Baird, we truly understand the importance of providing space for Financial Advisors to be the best versions of themselves.

What is culture and why does it matter?

Baird attracts many of the industry's finest Financial Advisors, and a firm cannot attract the best talent without offering something different. That difference is our culture.

Many firms claim to foster some sort of corporate culture, but at Baird, we have been investing in the type of environment we want our associates to cultivate on behalf of themselves and their clients for decades.

At its core, culture might be difficult to define, but you know it when you see it. You certainly know it when you feel it. There is an intentionality to the type of firm we want to be for our associates and our clients. There is an investment in financial and human capital to foster a culture that can be felt and experienced in the workplace by our associates.

At Baird, culture is the artifact of relationships. The relationships we build across our firm matter to the success we achieve together with our clients. Because we are employee owned, there is a sense of community and mission that transcends across all 160 of Baird’s offices.

As a Branch Leader, I’m dedicated to the goals of my colleagues and ensuring they understand how hard I root for their success both inside and outside of our office. We are partners in this journey together, and I am simply tasked with being of service wherever I can help.

I would love a chance to sit down over coffee or lunch and talk more about what we do at Baird. And I would love to learn more about you and your practice, and what drives you to be the best financial advisor you can be.

Please feel free to email at dcaillier@rwbaird.com or call me at 415-627-3205.

-David Caillier, Branch Manager

Helping Advisors Do Their Business 

At Baird, you’ll work with the right people and have access to the right resources to help you build your practice and serve your clients. You’ll have the right leaders focused on your growth, along with the right culture to ensure everyone is rowing in the same direction. For more than 100 years, Baird has focused on hiring the best people and giving them all the support and tools they need to do their best business.

Privately Held & Employee Owned

 We have approximately 80% associate ownership.

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Unique "Hiring Rule"

This is the main reason our culture is unmatched.

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Resources & Technology

Deep in-house expertise, with live professionals responding in real time.

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Making The Move

Hear why other financial advisors came to Baird and what their transition was like.

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