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  2. Baird (investment bank) - Wikipedia

    en.wikipedia.org/wiki/Baird_(investment_bank)

    Robert W. Baird & Co. is an American multinational independent investment firm and financial services company. It is the principal U.S. operating subsidiary of Baird, an international, employee-owned firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities.

  3. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/finance/6-best-wealth-management...

    Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...

  4. Hilliard Lyons - Wikipedia

    en.wikipedia.org/wiki/Hilliard_Lyons

    J.J.B. Hilliard, W.L. Lyons, LLC (d/b/a Hilliard Lyons) is a full-service wealth management firm with offices in Illinois, Indiana, Kentucky, Michigan, Mississippi, Missouri, North Carolina, Ohio, South Carolina, Tennessee, and West Virginia. It is headquartered in Louisville, Kentucky. Hilliard Lyons was acquired by Baird in October 2019. [1]

  5. Robert W. Baird - Wikipedia

    en.wikipedia.org/wiki/Robert_W._Baird

    Ora Davenport Baird Robert Wilson Baird (1883–1969) was an American businessman who helped found the Robert W. Baird & Co. , and led it for more than 40 years. Career

  6. Forvis, LLP - Wikipedia

    en.wikipedia.org/wiki/Forvis,_LLP

    In 1922, three men—William Baird, Wade Kurtz and Claire Dobson—decided to start their own firm with offices in Kansas City and Joplin, Missouri, after the disbandment of the Montgomery Firm, where the three had been employed. On January 2, 1923, the men took the $1,700 they had in the bank and opened their business: Baird, Kurtz & Dobson.

  7. B. Riley Financial - Wikipedia

    en.wikipedia.org/wiki/B._Riley_Financial

    As of 2022, B. Riley has six operating segments: capital markets, wealth management, auction and liquidation, financial consulting, communications and brands. Capital markets is the largest segment by revenue followed by communications and wealth management. [2] [3] [26]

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