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BAKER & YOEST INVESTMENT ADVISERS, INC.

DEERFIELD, IL · CRD 149115 · IAPD ↗ · bakeryoest.com · 847-504-1455

$101.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — BAKER & YOEST INVESTMENT ADVISERS, INC. (DEERFIELD, IL) left the SEC roster (was $101.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
October 2024 — BAKER & YOEST INVESTMENT ADVISERS, INC. moved its main office from NORTHFIELD, IL to DEERFIELD, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.