Bailard, Inc.

Overview

Bailard, Inc. is an SEC-registered investment advisory firm that has been operating since 1972. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management across individual, pooled, and institutional mandates. Its business mix includes publication and educational activities and it has registered activity as a commodity pool operator/commodity trading advisor and as a sponsor/manager of pooled investment vehicles. Bailard employs a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees — and is not designated as an active ESG investor. Bailard presents itself as an equity-oriented manager with broad advisory capabilities rather than a single-product allocator. The firm provides separate managed accounts (SMAs), manages private pooled vehicles, and runs client education and newsletter/publication programs as part of its client offering. Bailard has been recognized repeatedly in industry rankings: it appeared on CNBC’s Top 100 Financial Advisory Firms lists multiple years (2019, 2020, 2021, 2022, 2026), on Barron’s Top 100 RIA lists across several years (2021–2025), on FA Magazine’s Top RIA Firms in 2020, and Forbes’ Top RIA Firms in 2024.

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Public Holdings

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Location & Offices