What Baird Wealth Management does

Baird Wealth Management, LLC is a privately-held independent wealth advisory practice headquartered in Danville, California, founded by Jerome M. Baird, a CERTIFIED FINANCIAL PLANNER (CFP) professional with over 18 years of experience as a financial advisor and portfolio manager. The firm provides wealth management services to high-net-worth individuals and to professional practices (law firms, medical practices, engineering firms) and other corporations through highly personalized, strategic integration of Financial Planning, Investment Management, and Estate Planning. Core offerings include comprehensive financial planning, retirement planning, estate planning, investment planning, insurance planning and quotes, and a dedicated Corporate Retirement Plan Services line covering plan design, compliance, provider selection, and employee communication.

The firm's underlying technology is entirely third-party rather than proprietary: securities and advisory services are delivered through LPL Financial, the largest independent broker/dealer in the U.S. (ranked first for 17 consecutive years, serving more than 13,000 advisors and approximately 680 financial institutions). Client engagement is supported via the LPL AccountView portal and the eMoney financial planning platform, with FINRA BrokerCheck providing advisor verification. The product surface is augmented by a substantial educational content library — articles, videos, calculators (mortgage, compound interest, RMD, Social Security, disability savings), tax resources, a financial glossary, and weekly market and economic commentary from the LPL Research team.

Baird Wealth Management generates revenue through personalized, fee-based advisory engagements delivered face-to-face, with pricing not publicly disclosed. The firm operates a direct sales motion targeting mid-market HNW individuals and corporate retirement plan clients across three regional markets — the San Francisco Bay Area (Walnut Creek, CA), the Lake Tahoe Area (Incline Village, NV), and Raleigh, NC — while maintaining geographic registration restrictions in Florida, Massachusetts, Maine, and New York. Go-to-market relies on content marketing, referrals, and direct outreach rather than paid acquisition, and the firm has no parent company, no institutional capital, and no disclosed funding history.

Name

Baird Wealth Management

Legal name

Baird Wealth Management, LLC

Website

https://bairdwealthmanagement.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Baird Wealth Management, LLC is a privately-held independent advisory firm in Danville, California, providing financial planning, investment management, estate planning, and corporate retirement plan services to high-net-worth individuals and professional practices through LPL Financial.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Business Owner & Executive Financial Planning (FSAEAAAO), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Wealth management services
• Financial planning
• Retirement planning
• Estate planning
• Investment advisory

Headquarters

HQ city

Danville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: Securities and Advisory Services offered through LPL Financial, a registered Investment Advisor. The firm operates as an independent broker/dealer providing wealth management, financial planning, investment management, and estate planning services to individual clients, as well as corporate retirement plan services to businesses.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Baird Wealth Management, LLC delivers personalized wealth management through the strategic integration of Financial Planning, Investment Management, and Estate Planning for individual clients. The firm additionally helps professional practices (law firms, medical practices, engineering firms) and corporations perform due diligence on existing corporate retirement plans or design and establish new plans, with services delivered as Securities and Advisory Services offered through LPL Financial.

Product overview

Baird Wealth Management is a wealth management advisory firm operating through LPL Financial that offers a unified wealth management platform integrating Financial Planning, Investment Management, and Estate Planning. The core offering is supported by specialized modules for Retirement Planning, Insurance Planning, Corporate Retirement Plan Services, and a suite of Financial Calculators for client engagement. Additional value-added services include Tax Resources, a Financial Glossary, Educational Content (articles, videos), and Weekly Market Commentary from LPL Financial Research. The firm primarily serves individuals on the West Coast (San Francisco Bay Area, Lake Tahoe) and in North Carolina (Raleigh), as well as professional practices and corporations seeking corporate retirement plan services.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Comprehensive wealth management delivered through highly personalized and strategic integration of Financial Planning, Investment Management, and Estate Planning, provided to high-net-worth individuals through LPL Financial.
• Financial Planning - Comprehensive Detailed financial planning services covering income, expenses, savings, and overall financial strategy development for individual clients.
• Retirement Planning Services helping clients estimate retirement income needs, optimize Social Security benefits, manage Required Minimum Distributions (RMDs), and plan for various retirement scenarios.
• Estate Planning Estate management services including will preparation, trust establishment, power of attorney documentation, and inheritance strategy planning for individual clients.
• Investment Planning Investment strategy development tailored to risk tolerance, time horizon, and financial goals, with portfolio construction and rebalancing guidance.
• Insurance Planning & Quotes Insurance strategy services including life insurance, disability insurance, long-term care, Medicare planning, and auto/home insurance reviews.
• Corporate Retirement Plan Services Due diligence on existing corporate retirement plans and design of new plans for professional practices, law firms, medical practices, and engineering firms. Includes plan design, compliance, provider selection, and employee communication/education services.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorLPL Financial is the largest independent broker/dealer in the nation, ranked first for 17 consecutive years. Securities and Advisory Services are offered through LPL Financial, a registered Investment Advisor and Member FINRA & SIPC. LPL provides enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research platforms. LPL has no proprietary products, investment banking business, or conflicts of interest, enabling independent objective recommendations.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Wells Fargo Advisors: A major wealth management division serving HNW and mass-affluent clients through a national advisor network. Comparable through its integrated financial planning, retirement, and investment services targeting similar client segments with a relationship-driven advisor model.
• Ameriprise Financial: A major diversified financial-services company with a large franchise advisor network offering financial planning, wealth management, retirement, and insurance solutions. Comparable through its advisor-led model targeting HNW individuals and integrated financial-planning approach.
• Edward Jones: A large U.S. financial-services firm with a vast network of branch-based advisors serving individuals and small businesses. Comparable to Baird Wealth Management through its similar advisor-led, relationship-based model serving HNW and mass-affluent clients with financial planning, retirement, and investment services.
• Raymond James Financial: A diversified financial-services holding company with a large independent advisor network providing wealth management, retirement planning, and investment services. Comparable through its hybrid model supporting independent advisors (analogous to LPL) and serving HNW individuals and professional practices.
• Merrill Lynch Wealth Management: A leading wirehouse wealth management division of Bank of America serving HNW and ultra-HNW clients with comprehensive financial planning and investment services. Comparable through its integrated financial-planning, investment, and estate services for HNW individuals.
• Schwab Advisor Services: Charles Schwab's custodial and platform services division serving independent RIAs and wealth managers with technology, custody, and practice management. Comparable through its role supporting independent advisor practices serving HNW clients with integrated wealth management.

Emerging players

• Cambridge Investment Research: A large independent broker-dealer supporting independent financial advisors with practice management, technology, and compliance services. Comparable as an LPL competitor offering a similar independent-advisor platform model for HNW wealth management practices.
• Kestra Financial: An independent wealth management platform supporting financial advisors with broker-dealer, RIA, and technology services. Comparable as an LPL competitor enabling independent advisor practices serving HNW clients with integrated planning and investment services.
• Advisor Group (Osaic): A large independent wealth management platform supporting thousands of financial advisors with broker-dealer, RIA, and technology services. Comparable as an LPL competitor offering an independent-advisor platform for firms providing comprehensive wealth management to HNW individuals.
• Cetera Financial Group: A leading independent broker-dealer supporting thousands of financial professionals with wealth management, advisory, and technology platforms. Directly comparable as an LPL Financial competitor offering similar hybrid RIA and independent-advisor infrastructure for firms like Baird Wealth Management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/baird-wealth-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Baird Wealth Management