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ROBERT W. BAIRD & CO. INCORPORATED

MILWAUKEE, WI · CRD 8158 · IAPD ↗ · 414-765-3500

$394.07BRegulatory AUM
3170Advisory reps
4322Employees
19985Clients
More than 500Planning clients
3Private funds
53States
26Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — ROBERT W. BAIRD & CO. INCORPORATED's Item 11 disclosure-reporting entries rose by 1 (25 -> 26).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — ROBERT W. BAIRD & CO. INCORPORATED added office(s): 206 -> 209 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — ROBERT W. BAIRD & CO. INCORPORATED grew from 3047 to 3170 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — ROBERT W. BAIRD & CO. INCORPORATED added office(s): 179 -> 206 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — ROBERT W. BAIRD & CO. INCORPORATED grew from 2966 to 3047 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
July 2024 — ROBERT W. BAIRD & CO. INCORPORATED's Item 11 disclosure-reporting entries rose by 1 (36 -> 37).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — ROBERT W. BAIRD & CO. INCORPORATED shrank from 2975 to 2966 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — ROBERT W. BAIRD & CO. INCORPORATED added office(s): 161 -> 179 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — ROBERT W. BAIRD & CO. INCORPORATED reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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