Baker Tilly Wealth Management, LLC

RIASEC Registered

Total AUM

$5.2B

Discretionary

$2.9B

55% of AUM

Avg account

$1.9M

Accounts

2,666

Employees

Advisory reps

Firm details

Headquarters: Madison, Wisconsin
CRD number: 167811
Registered since: August 25, 2020
Website: www.bakertilly.com
Custodians: THE HUNTINGTON INVESTMENT COMPANY, UMB FINANCIAL SERVICES, INC., CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON, U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government63.45%
HNWI19.2%
Pension & Profit Sharing Plans10.81%
Individuals6.24%
Corporations / Businesses0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Baker Tilly Wealth Management, LLC is an SEC-registered advisory firm (registered in 2020) that serves both high-net-worth individuals and institutional clients. The firm functions as a capital allocator and provides a mix of financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Baker Tilly also maintains affiliations across the financial services ecosystem — including broker-dealer, registered municipal advisor, insurance and accounting relationships — and acts as sponsor/GP or managing member for pooled investment vehicles. The firm has been recognized in industry rankings, appearing on Forbes’ America's Top RIA Firms list in 2023 and on Citywire’s 50 Growers Across America in 2024. Baker Tilly reports it is not an active ESG investor.