Robert W. Baird & Co.: Brokerage & Investment Services

Logo of Robert W. Baird & Co. Incorporated

Robert W. Baird & Co. Incorporated (commonly known as Baird) is a U.S. registered broker-dealer and investment advisory firm providing wealth management, brokerage, and investment banking services across the U.S. stock market. Founded in 1919, Baird is an employee-owned financial services firm known for its long-term focus on client relationships, research-driven investing, and professional brokerage support.
The firm operates as one of the established stock exchange brokers, serving individual investors, institutions, and corporations throughout the United States.

What Services Does Robert W. Baird & Co. Incorporated Offer?

As one of the established stock exchange brokers, Baird provides a broad range of investment, advisory, and capital markets services.

Service CategoryWhat Robert W. Baird & Co. Incorporated Offers
Brokerage ServicesBuy and sell U.S. stocks, ETFs, bonds, and mutual funds
Investment AdvisoryPersonalized portfolio management and discretionary advisory services
Wealth ManagementRetirement planning, estate planning, education planning, and long-term strategies
Institutional ServicesTrading, research, and execution for institutional clients
Research & ToolsIn-depth equity research, market insights, and investment analytics

Who Is Robert W. Baird & Co. Incorporated For?

Whether you are seeking experienced NY stock brokers or working with advisors elsewhere in the U.S., Baird serves a wide range of clients, including:

  • Individual investors seeking professional guidance in the U.S. stock market
  • High-net-worth individuals and families needing tailored wealth management
  • Institutions requiring research, execution, and brokerage support
  • Investors who prefer advisor-led investing rather than fully self-directed trading

Which Markets and Exchanges Can You Trade Through Baird?

Baird is connected to major U.S. exchanges and regulatory frameworks, allowing clients to trade a wide range of securities.

Market Access

Regulatory Memberships

  • Registered with the Securities and Exchange Commission (SEC)
  • Member of FINRA
  • Member of SIPC

These memberships ensure that client accounts operate within U.S. regulatory standards, with investor protections in place across the US stock market.

How Baird Helps You Trade Stocks

A typical stock trade with Baird works as follows:

  1. Open a brokerage or advisory account with a Baird financial advisor
  2. Discuss investment goals and select stocks, ETFs, bonds, or funds
  3. Place a trade through your advisor or Baird’s trading systems
  4. Baird executes the trade on the appropriate exchange (such as NYSE or NASDAQ)
  5. Clearing and settlement are handled through approved clearing arrangements
  6. Account positions are updated for ongoing monitoring and review

Baird emphasizes advisor-led execution supported by professional stock exchange brokers rather than high-frequency self-directed trading.

Contact Information and Website

Corporate Contact Information

DetailInformation
Official Websitehttps://www.rwbaird.com
Company NameRobert W. Baird & Co. Incorporated
Headquarters Address777 East Wisconsin Avenue, Milwaukee, WI 53202, USA
General Phone (U.S.)1-800-792-2473
CRD 8158

Regional Office / Campus Locations

State / RegionBranch Locations & Focus
WisconsinĀ Milwaukee (Headquarters, Corporate & Advisory Services); Madison (Wealth & Advisory)
New YorkNew York City (Investment Advisory, Institutional Sales, NY Stock Brokers support)
MassachusettsBoston (Equity Sales & Trading, Investment Banking)
North CarolinaCharlotte (Wealth & Capital Markets)
IllinoisChicago (Equity Sales & Trading, Research, Investment Banking)
FloridaBoca Raton (Wealth Management)
TexasHouston (Private Wealth & Advisory)
LouisianaBaton Rouge (Private Wealth)
Other U.S. StatesNumerous private wealth offices nationwide (e.g., Phoenix, Tampa, Atlanta, Peoria, Indianapolis)

Baird maintains a nationwide office network, combining local advisor relationships with centralized trading and research capabilities.

Main Branch Location (U.S.)

Why Robert W. Baird & Co. Incorporated Matters for Investors

Baird is trusted by investors because it:

  • Combines brokerage and investment advisory services across the U.S. stock market
  • Operates as a respected firm among established stock exchange brokers
  • Provides research-driven investment guidance and long-term planning
  • Offers personalized advisor relationships rather than purely self-directed trading
  • Maintains strong regulatory oversight and investor protection standards

Readers looking for the completeĀ U.S. stock exchangesĀ list can explore our detailed guide.

Frequently Asked Questions

Q1: Can I trade stocks with Robert W. Baird & Co. Incorporated?

Yes. Clients can trade U.S. stocks, ETFs, bonds, and mutual funds through Baird brokerage accounts.

Q2: Is Baird regulated?

Yes. Baird is registered with the SEC and is a member of FINRA and SIPC.

Q3: Does Baird offer investment advice?

Yes. Baird specializes in advisor-led investment management and financial planning.

Q4: How are client assets protected?

Eligible securities are protected under SIPC coverage, subject to standard limits.

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