Baker Tilly Wealth Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$4.6B

Discretionary

$2.2B

48% of AUM

Avg account

$2.1M

Accounts

2,165

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 Government72.66%
HNWI14.45%
Pension & Profit Sharing Plans8.3%
Individuals4.53%
Corporations / Businesses0.06%
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 wealth management firm organized as an LLC and operating as an insurance broker-dealer and capital allocator. The firm serves both individual and family clients as well as institutional clients, and uses a mix of fee arrangements (percentage of AUM, hourly fees, and fixed fees). Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selection of other advisers, pension consulting services, and educational seminars. The firm allocates to third-party alternative managers and maintains relationships across custody and sponsor roles, reflecting a hybrid model that blends advisory services with broker-dealer and sponsor activities. Baker Tilly Wealth Management received recognition from Forbes (America’s Top RIA Firms, 2023) and was listed by Citywire among “50 Growers Across America” in 2024.